Submitted Invoices
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      2. SSAH Funding Users
      3. Submitted Invoices

      How to Submit an Invoice 

      When adding an expense you have the choice to Save or to Save and Submit. If you choose to Save and Submit, the Invoice will be submitted right away from the dashboard. However, if you choose to Save you can follow the instructions below to then submit your Invoice.  

      Once you have reviewed your saved expenses and are satisfied that they are accurate,
      you can then submit them to your Ministry Regional Office.

      When submitting expenses for SSAH funding, a standardized PDF claim form will be generated and submitted to your Ministry Regional Office with all attached receipts.

      Please Note:

      • Only expenses with the status Saved can be selected for submission.
      • Future-dated expenses can be entered into MyDirectPlan but the expense cannot be selected for submission until the expense date of the provided service equals the current date or later.
      • You must attach a receipt.
      To submit your expenses, follow below:
      1. Login to your MyDirectPlan account.
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      2. Click on the "Add/Submit Expenses" section from the left-hand side menu.
      3. Check the checkboxes next to the expenses you wish to submit.
      4. Click the orange "Create Invoice" button.
      5. A side menu will appear from the right side of the screen asking you to confirm the action. Click the checkbox to agree to the disclaimer.
      6. You will have the option to “Review” your invoice and/or “Submit to Regional Office”.
      7. Click Review to see a preview of the invoice that will be submitted.
      8. Click the "Submit to Regional Office" button, your expenses will be submitted electronically via MyDirectPlan to the Ministry Regional Office you selected in Fund Settings. A copy of your SSAH invoice will be sent to your Regional Office with all attached receipts and supporting documents and an electronic signature will be placed on the invoice.

      When this action is complete, a copy of your submission will be stored in the Submitted Invoices section of your account.

      Congratulations! You have officially submitted an invoice!

      Still need help?