Transactions
Once you are signed in navigate to the Transactions menu.
Place
Then navigate to Place and select MI 10 Cent Per Meal Invoice
School District
Select your district from the available list. If you manage a single district you will have one choice and it will auto-populate. If you oversee multiple districts, a dropdown menu will appear here and you can select the district you are uploading a spreadsheet for.
Date Mode
Select the Date Mode here. This changes the format of the Invoice Period to the right.
- Simple will let you select one exact date.
- Select Month if you are uploading for just one particular month.
- Range will let you set a range of dates and is useful if your data covers more than one month.
Distributor
Currently you will not need to select your distributor. This feature will be available soon.
Invoice Period
In this example we are uploading a spreadsheet that is just for January 2021. You must set an invoice period in order to be able to save your spreadsheet as a draft.
Add Document
Once the Invoice Period is set, click on Add document to begin uploading your spreadsheet.
Select File
After clicking Add Document, click Select File and select your spreadsheet from where you have it saved on your computer. It is best to name it by your District Name and Reporting Month. Example: Sample School District January 2021.xlxs. You can submit more than one file if needed.
Template
Please make sure you are using the template shown here for your date. Spreadsheets not uploaded in this format will be rejected.
New Column
Please note there is a new column for detail on pack size. Please enter the case weight if known.
Uploaded Spreadsheet
Once your Spreadsheet is successfully uploaded it will appear here.
Remove
If you need to change the file, you can click on the Remove button here.
Save to Draft
Once all your files are uploaded you can save your invoice by clicking on Save to Draft.
Status
You can tell that your invoice has saved successfully as the Status at the top with change to Draft.
Making Changes
If you need to change the file you uploaded you can do so by clicking Edit. You can also cancel by clicking Cancel Invoice. Delete will completely remove the invoice from the system. Please note you are only able to make changes while the invoice is in Draft mode.
Back
The Back button will take you back to your list of invoices.
Status
You can check the status of your invoice in this column. Once we have added your invoices to the system the Draft status change to Submitted. Once MDE has approved your invoices the status will change to Confirmed. Once reimbursed, the status will change to Paid. You will be able to see all status changes and dates on your dashboard.
Managing Invoices
You can view and edit details of your drafts by using icons here. Please note that some options become unavailable once the invoice has moved out of the Draft status.