How to use My Direct Plan: A Basic Guide

This article deals with the most typical processes involved in making a claim to be reimbursed for an expense. Depending on what funds are spent on, you may not need to perform all the steps described here.

Note as of Dec. 2, 2021: When submitting worker  hours, for the temporary $3 an hour top-up, don't include that as a separate item, just increase the reported hourly rate by that value so, for example, if before the top-up you paid $20 an hour, report $23 an hour. They'll look after ensuring that the extra $3 an hour is not taken from your budget. If you're trying to figure out how to use your remaining funds at the end of the fiscal year, submitting an invoice for more than the balance might mean the invoice ends up in the "Action Required" status: if so, you click "Resubmit" and they'll reimburse just the balance. Or you scrape up invoices that are exactly or just under the balance.  

Depending on the category of the submitted expense, it may take the portion of the excess amount from next fiscal year's funding; this will put the next year's funding in a negative amount. 

Note also that if you submit two receipts for the same amount and the same date, the invoice will be flagged, but you can resubmit them to confirm that they are in fact two separate items (by clicking the action button).

Note: These is not in any way an official My Direct Plan document, and reflect my experience. They are accurate to the best of my knowledge based on the functions available in My Direct Plan as of April 1, 2021. They are intended primarily for use by those who are administering funds on behalf of someone else (a “fund administrator”). They do not cover all the features of My Direct Plan,such as using the budget planning tool or reimbursement for out-of-province expenses. My Direct Plan offers a Frequently Asked Questions section (go to https://mydirectplan.com and click FAQ in the top bar. 

This article is available in PDF format: click here.