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Residential 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
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Knowledge Base
Residential 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
Residential Funding Users
Account Setup
Dashboard
Add and Submit Expenses
Submitted Invoices
Budget Planning
Account Settings
Help and Resources
Notifications
Resource Centre
Account Setup
How to Set Up Your MyDirectPlan Account
Dashboard
Getting Started with the Dashboard
Add and Submit Expenses
A Guide to Filter Expenses on MyDirectPlan
How to Identify AI-Generated vs. Manually Filled Expense Fields
How to Reset Expense Fields to AI-Generated Data
How to Submit Expenses Manually via the MyDirectPlan Web Application
How to Submit Expenses via Artificial Intelligence (AI) Using the MyDirectPlan Web Application
Verifying AI-Generated Expense Fields Before Submission
How to Manage Historic Expenses
See more
Submitted Invoices
How to Filter Invoices via MyDirectPlan Web Application
How to Submit an Invoice
How to Add Adjusted Amount via MyDirectPlan Application
Budget Planning
Managing Your Budget Plan
Account Settings
How to Add an Inheritor to Your Account
How to Invite the Person Managing Funds
How to Request My Account Deletion
How to Update Your Email and Password
How to Update Your Fund Settings
How to Update Your Profile Information
See more
Help and Resources
How to Access the Knowledge Base
How to Find Instructional YouTube Videos
How to Send a Message to MyDirectPlan Support
How to Schedule a Support Call with MyDirectPlan
How to Access Help and Resources Related to MyDirectPlan Application
See more
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
