Add and Submit Expenses
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      How to Submit Previous Fiscal Year (2023-2024) Expenses Via MyDirectPlan Web 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 and it is mandated by the SSAH Ministry that SSAH families cannot submit their Previous Fiscal Year (2023-2024) Expenses using the Old Expense type, starting April 1st, 2024.

      To submit the Previous Fiscal Year's Expenses which are in Saved and Reconciliation status, the SSAH users need to reclassify them into one of the three new Eligible Expense Categories and enter all the required fields.

      Please also note that any Expenses which were pending worker approval have been moved to Reconciliation status.

       

      To Reclassify your Previous Fiscal Year’s Expenses, follow the steps below: 

      1. Open your preferred web browser and navigate to MyDirectPlan https://mydirectplan.com/
      2. On the MyDirectPlan homepage, click on the "Sign In" button located in the header.
      3. On clicking, you will be taken to the Sign In page of the MyDirectPlan application.
      4. Sign in to your MyDirectPlan account.
      5. Select the recipient from the left-side menu for which you want to submit the Previous Fiscal Year’s Expenses.
      6. Navigate to your “Add/Submit Expenses” section from the left-hand menu.
      7.  Locate the Previous Fiscal Year’s Saved and or Reconciliation Expenses which you want to reclassify into one of the three new expense categories for submission.
      8. Click on the “View/Edit” option.
      9. This will open an "Edit Expenses" wizard, prompting you to reclassify the Previous Expense type into the new Eligible Expense Category.
      10. To select the new Expense Category, click on the “Expense Type” field, it will open a dropdown list for the Eligible Expense Categories. Select the Expense Category.
      11. Once you have selected your new Expense Category, the application will display a new Expense form with some auto-filled Expense form fields that you saved in your Previous Fiscal Year Expense form. Please note that in the new Expense Form, all the fields are mandatory except for the Attachments.
      12. Verify the auto-filled Invoice/Receipt Date or Start Date and End Date (only for the “Respite Services and Support” expense category).
      13. Type and or verify the Expense Description for the type of item/services/supports which you have purchased.
      14. Spot a new Expense form field, “Reason”. Select the Reason from the dropdown, that explains how the purchased item/support/service meets the needs of the child and/or family.
      15. 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.
      16. Verify the auto-filled Total Cost (Including Taxes).
      17. 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.
      18. Click on the “Update” button.
      19. By clicking on the “Update” button, the application will save your reclassified expense in your “Add/Submit Expenses” section.
      20. If you want to submit your expense, check the checkbox next to the expense.
      21. Click the orange "Create Invoice" button.
      22. A side menu will appear from the right side of the screen asking you to confirm the action.
      23. Click the checkbox to agree to the disclaimer.
      24. Once agreed to the disclaimer, you will have the option to “Review” your invoice and/or “Submit to Regional Office”.
      25. Click Review to see a preview of the invoice that will be submitted.
      26. Click the "Submit to Regional Office" button, your Previous Year Expense 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.
      27. When this action is complete, a copy of your submission will be stored in the Submitted Invoices section of your account.

      Congratulations! You have submitted your Previous Fiscal Year Expenses 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.