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Passport Funding Users
Passport Funding Users
Account Setup
Dashboard
Add and Submit Expenses
Submitted Invoices
Budget Planning
Manage Workers
Manage Organizations
Account Settings
Help and Resources
Notifications
Resource Centre
SSAH Funding Users
Account Setup
Dashboard
Add and Submit Expenses
Submitted Invoices
Budget Planning
Manage Workers
Account Settings
Help and Resources
Notifications
Resource Centre
Residential Funding Users
Account Setup
Dashboard
Add and Submit Expenses
Submitted Invoices
Budget Planning
Account Settings
Help and Resources
Notifications
Resource Centre
Expense Management Tool for Agency Users
1. Agency Account Set-Up
2. EMT Platform Features
Workers
Account Setup
Worker Expenses
Account Settings
Help and Resources
Notifications
Resource Centre
Mobile
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Knowledge Base
Passport Funding Users
Passport Funding Users
Account Setup
Dashboard
Add and Submit Expenses
Submitted Invoices
Budget Planning
Manage Workers
Manage Organizations
Account Settings
Help and Resources
Notifications
Resource Centre
SSAH Funding Users
Account Setup
Dashboard
Add and Submit Expenses
Submitted Invoices
Budget Planning
Manage Workers
Account Settings
Help and Resources
Notifications
Resource Centre
Residential Funding Users
Account Setup
Dashboard
Add and Submit Expenses
Submitted Invoices
Budget Planning
Account Settings
Help and Resources
Notifications
Resource Centre
Expense Management Tool for Agency Users
1. Agency Account Set-Up
2. EMT Platform Features
Workers
Account Setup
Worker Expenses
Account Settings
Help and Resources
Notifications
Resource Centre
Mobile
Passport Funding Users
Account Setup
Dashboard
Add and Submit Expenses
Submitted Invoices
Budget Planning
Manage Workers
Manage Organizations
Account Settings
Help and Resources
Notifications
Resource Centre
How to Download the MyDirectPlan Mobile App
Account Setup
User Roles Explained
How to Set Up Your MyDirectPlan Account
How to set up a MyDirectPlan Account using the Mobile App (Passport)
Dashboard
Getting Started with the Dashboard
How to Check Your Account Verification Status via Dashboard
Add and Submit Expenses
How to Submit Expenses Manually via the MyDirectPlan Web Application
How to Submit Expenses via Artificial Intelligence (AI) Using the MyDirectPlan Web Application
How to Identify AI-Generated vs. Manually Filled Expense Fields
How to Reset Expense Fields to AI-Generated Data
Verifying AI-Generated Expense Fields Before Submission
A Guide to Filter Expenses on MyDirectPlan
Understanding the Manual Worker Expense Process
Submitting an Expense over Two Fiscal Years or For a Future Date
How to Create an Expense on MDP Mobile (Passport)
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Submitted Invoices
How to Submit an Invoice
How to View Your Invoice Submissions
Understanding Why Your Invoice is in Action Required Status
Understanding your Invoice Status
How to Filter Invoices via MyDirectPlan Web Application
How to Create and Submit an Invoice on the MyDirectPlan Mobile App (Passport)
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Budget Planning
Managing Your Budget Plan
Manage Workers
Manage Workers: Inviting Support Workers and Approving Hours
How to Verify Your Worker’s Profile Information
How Support Workers Approve or Reject their Work Hours
How to Manage Workers on the MyDirectPlan Mobile App (Passport)
Manage Organizations
How to Add/Connect an Organization on MyDirectPlan
Removing Organizations from Your MyDirectPlan Account
Account Settings
How to Update Your Profile Information
How to Update Your Fund Settings
How to Update Your MyDirectPlan Budget Amount
How to Invite the Person Managing Funds
How to Add Second/Multiple Payees
How to Update Your Email and Password
How to Request My Account Deletion
How to Add an Inheritor to Your Account
How to Manage your Fund Settings on the MyDirectPlan Mobile App (Passport)
How to update Your MyDirectPlan Self-Managed Budget and Total Budget (Passport - Mobile)
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Help and Resources
How to Update my Banking Information
How to Access Help and Resources Related to MyDirectPlan Application
How to Schedule a Support Call with MyDirectPlan
How to Send a Message to MyDirectPlan Support
How to Find Instructional YouTube Videos
How to Access the Knowledge Base
How to Schedule a Support Call with MyDirectPlan using the Mobile App
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Notifications
How to Access and Manage In-App Notifications
Type of Notifications You Receive
Resource Centre
How to Access and Navigate through the Resource Centre
