Add and Submit Expenses
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      3. Add and Submit Expenses

      How to Submit Expenses Using the New Expense Categories Via MyDirectPlan Mobile Application

      The Special Services At Home (SSAH) Ministry has changed the SSAH program’s guidelines to provide families with more choices in how they can use their funding, starting April 1st, 2024.

      On MyDirectPlan, creating your expenses is the first step in the road to reimbursement. Here is a quick guide for users who may want to save their Expenses by selecting the new Eligible Expense Categories via the MyDirectPlan mobile application.

      To do so, follow the steps below:

      1. Sign in to your MyDirectPlan account.
      2. Navigate to your “Expenses” tab/screen from the bottom menu.
      3. From the Expenses tab, tap on the Plus (+) icon placed at the top right corner of your screen.
      4. This will take you to the "Add Expenses" screen, allowing you to add your expenses by selecting the expense category from the list of three new Eligible Expense.
      5. Select the Expense Category.
      6. The next step will open the New Expense Form for the selected expense category. Please note all fields are mandatory except for the Attachments.
      7. At the top, you can view your Available Fiscal Budget for the current fiscal year, previous fiscal year, and next fiscal year to show you how much funds are available in your balance.
      8. Enter the Invoice/Receipt Date.
      9. Type a brief Expense Description for the type of item/services/supports which you have purchased.
      10. Select the Reason from the dropdown, that explains how the purchased item/support/service meets the needs of the child and/or family.
         
      11. The application also allows you to enter your custom reason, by selecting the “Other - please describe” option from the dropdown. The “Other - please describe” option will display a free text field for you to add a custom reason.
      12. Enter the Total Cost (Including Taxes).
      13. With the help of the “Attach Receipt” button upload copies of your receipts/invoices as proof of payment for your expenses. This is important as incomplete expense forms will be returned to you and could delay reimbursement.
      14. Once all the required fields are filled, tap on the “Save” The application will save your expenses in your “Expenses” section. Please note that saving the expense does not submit the expense. This expense will still need to be submitted for processing.

      Congratulations! You have Saved an expense using the new Eligible Expense Category.

      Still need help?

      Thank you for using MyDirectPlan. If you still have questions, you can contact our support team by emailing us at support@mydirectplan.com or scheduling a call. Our team is available on weekdays from 10-6 EST.