Screenshots are in Estonian – update in progress

MyDirecto is an environment aimed at company employees for conveniently managing their own data. You can log in to the portal using ID login (ID card, Mobile-ID, Smart-ID) at https://my.directo.ee. MyDirecto is convenient to use both on a mobile device and on a computer.

To activate MyDirecto, please contact Directo customer support.
For the pricing of the service, see the Directo website: https://directo.ee/hinnad#MyDirecto.

On the employee card, in the Employee details tab, after activating MyDirecto you can specify whether a particular employee has the right to log in to MyDirecto or not.

New design:

When MyDirecto is activated, the MyDirecto setting on the employee card is switched to YES if the following conditions are met:

• the Belongs to personnel option on the employee card is YES
• the personal identification code is filled in
• the employee card is not closed

If you want to remove MyDirecto YES from all employee cards, you can do this under Finance reports → Maintenance → Robots → MyDirecto off. If you want to set it back for everyone, you can do this on each employee card separately or by contacting our customer support.

When MyDirecto is activated, a new group MyDirecto is added under the user groups.

Under the user settings, you must assign the employee the user group named MyDirecto and allow the employee only ID login.

If the user already belongs to some group, then the following permissions must be added to that group:

Documents → Employees “Own” category permissions “View” and “Attachments”

Reports → Personnel Absences and List of employees Extended permission

With new developments, it is now possible to add up to 2 approvers to a request type for vacations if needed. For this, the system setting below must be YES. After saving, the required field will appear on the request types you create.

In order for employees to be able to submit absence requests, you need to add request types to the absence types.
You can add absence types here: Settings → Employee settings → Absence types → Add new

Add a new absence type. Assign it a code and a name. In the “Sorted” field, you can add an order number by which the absence types are ordered under vacations in MyDirecto. You can read more about absence type settings here: Puudumiste liigid.

Link the created request type with the actual absence type via the Request type field.

On the employee card, it is possible to configure which absence requests the employee is allowed to submit in MyDirecto. To do this, open the employee card and go to the Salaries and taxes tab, where you make the desired selections in the MyDirecto absence types option. If you make no selection, all types are shown to the employee.

New design

With the Mass import module, it is possible to add the desired selections to all employees at once.
In the Mass import module, select Employees as the table and add Code and MyDirecto absence types from the fields to be imported. In Excel, fill in two columns - in the first enter the employee code and in the second the codes of the absence request types as a comma-separated list (do not add spaces).

Once an absence is accepted, by default it cannot be changed afterwards in MyDirecto. If you want the employee to be able to change an existing accepted absence, then you must enable the setting A confirmed absence can be changed in MyDirecto in the system settings.

Only an absence that meets the following conditions can be changed:

• the start date of the absence is not in the past
• the absence is not calculated (the absence document has no value in the Salary calculation field)
• the absence document is not confirmed

Watch the video introducing MyDirecto's features:

In MyDirecto, the employee has the features shown in the image below:

When the employee navigates into the submenus, to get back to the main menu they need to click on the MyDirecto icon.

Vacation requests are used for planning one's own vacation. Here the employee can see their planned vacations and submit requests for their future absences that the company offers to its employees. The manager reviews these - checks for overlaps and, if necessary, assigns a suitable substitute. If necessary, they reject the vacation request and send it back to the employee for replanning. With the appropriate settings, the employee can later change or cancel the vacation request if needed. In addition, the employee can check their vacation balances as of a specific day or the end of the calendar year. The text at the top of the vacation requests can be entered in the system setting Input text for absences.

The text at the top of the vacation requests can also be added as a link that opens another page, for example the internal vacation rules or similar. To do this, add <a href= at the beginning of the link and >Link title</a> at the end of the link.
For example like this: <a href=https://directo.ee>Directo</a>
As a result, the Directo link is displayed like this:

The employee adds the desired absence period. It can be entered in two ways:

1. The employee enters the absence start date and how many calendar days they wish to be absent - in this case Directo adds the end date automatically.
2. The employee enters the absence start and end dates - in this case Directo calculates the calendar days of absence automatically.
3. If a minimum length is set in the absence type settings, Directo warns about an absence shorter than the minimum length but does not prevent the request from being entered.

When submitting the request, the employee can also specify whether they want the absence pay in advance or not.

The Comment is a free-text field and you can enter additional information for the approver of the absence request there.

An absence request cannot be entered into the past.
When entering an absence request, Directo checks the period for overlaps with existing absences.
When submitting an absence request, Directo checks the limit balance for limited absences.

Changing an existing absence
An absence can be changed that does NOT meet the following conditions:

• If a calculation has been created for the absence (the absence document has a calculation number in the row's “Salary calculation” field).
• If the start of the absence is in the past relative to today's, i.e. the modification date.
• If the absence document is confirmed in Directo

If the requested absence cannot be accepted, then upon pressing the Reject button the approver must also enter a reason why the request was not confirmed.

The comment added by the approver is added to the absence and is also displayed to the employee in the MyDirecto portal.

A rejected vacation request does not reappear for approval, so if desired a new vacation request must be created.

In the MyDirecto today's absentees block, we display coworkers who are absent today, this month, and in future months. The view can be changed with the little arrow in the top left corner. Past absences are not displayed. Unconfirmed vacation requests are labeled “unconfirmed”. Employees are shown according to the employee's permissions and the setting of whether employees are displayed in MyDirecto by object or by department. If you want the employee to see the absences of all other employees, you must grant the Absences report permission to view ALL employees. In that case “own” or “extended” permission is not sufficient.
Absentees do not show employees who have long-term absences (the absence type has the setting In structure on NO).

On the work schedule subpage, the employee can see the times they have been scheduled to work. Working on different objects is displayed in different columns. The employee has been given the option to also specify their working times by writing their own comment next to the working time.

Here you can see coworkers' birthdays. Similar to future absentees, it is possible to view, in addition to the current month, the birthday people of the following months. If showing the birthday person's age is enabled in the settings (In MyDirecto the age is shown on the birthday - no / yes), the age is displayed after the employee's name. If you want the employee to see the birthdays of all other employees, you must grant the List of employees report permission to view ALL employees. In that case “own” or “extended” permission is not sufficient.

In the “My data” block, you can change your personal data and it is saved directly to the employee card. Changing the tax-free income requires a separate permission, which you can read about in the next block.

From the new year, the way tax-free income is calculated changes – regardless of the amount of salary, everyone can use 700 euros of tax-free income per month, i.e. 8400 euros per year. A new option is available in MyDirecto:
The employee sees their current tax-free income amount and can submit a new request to the employer, which applies from the January 2026 payouts. A precondition for using tax-free income is that in the “Salaries and taxes” tab of the employee card, “YES” is selected in the “Income tax free” field. In order for the employee to be able to change their own income-tax-free amount, the relevant permission must be granted under the user permissions.

Collecting employee requests via MyDirecto means a clear, verifiable, and secure process for the employer — a record identifiable from the log remains of every employee's request, along with a valid signature that meets the requirements and simplifies later verification. The income-tax-free amount can be changed up to 5 calendar days before the start of a new month.

On the employee card you can then initiate the printout of the tax-free income application and send it to the employee for digital signing via our Directo Digiallkirjastamine solution.

You can view and, if desired, change your tax-free income amount in the MY DATA block.

To change the amount, press the Change amount button. A new window opens with the following options.

Calculate at the statutory rate - The maximum tax-free amount allowed by law for the current year. In 2026 it is 700€ and for an old-age pensioner 776€. If the amount of tax-free income changes in the following years, you do not need to submit a new application; the maximum statutory rate applies automatically.

Calculate at my rate - Enter your desired tax-free amount, which is not greater than the current maximum allowed rate. Enter the amount in the Desired tax-free income (€) field.

Do not calculate tax-free income - the tax-free income is zero.

Desired tax-free income (€) - If you selected Calculate at my rate, enter your desired tax-free income amount here.

Applies to payouts starting from - the month of payouts from which the change takes effect.

The income-tax-free amount can be changed up to 5 calendar days before the start of a new month.

When a new tax-free income is added in MyDirecto, MyDirecto reports this with a green success notification of the operation and in Directo a Tax formula end date is created on the valid income tax row (the day before the new start) and a new valid income tax row, which has the new Tax formula start filled with the selected start date and the Tax free field filled with the rate selected by the employee.

The result is as follows:

If the following message appears, then the Income tax free option on the employee card is on No or there is no valid income tax formula.

We also added a default printout to the employee card where the employee's signature can be taken if needed, if the application is desired to be digitally signed or on paper. The printout takes the new tax-free income info entered by the employee from the Tax free field and the start date from the start field. Read more about inviting for signing on the Directo Digital signing page.

By default the printout only takes into account the tax formulas TULU and TULU_P. If you want a printout for other formulas, you can order a paid change for your formulas.

If the Income tax free option has so far been on No on the employee card and now tax-free income is desired to be calculated, then Income tax free should be changed to the Yes option.

In addition, the taxes section on the employee card must be changed.
On the income tax row, mark the Tax formula end date and Tax free 0 so that the past remains without income tax exemption. On the new income tax row, add Tax formula start and also the desired tax-free amount. If tax-free income is not desired to be used, then leave the Tax free field empty, in which case the maximum free amount applies.

Documents attached to the employee card are also visible to the employee in MyDirecto and it is possible to download them again from there.

MyDirecto Proceeding is a mobile-friendly solution for quickly proceeding documents, but it can also be conveniently used on a computer. It allows users to sign or reject documents without logging in to Directo or using a computer.

Currently, in MyDirecto you can proceed purchase invoices and expenses
Row-based proceeding is not available in MyDirecto.

You will find MyDirecto Proceeding in the MyDirecto environment. MyDirecto is an environment aimed at company employees for conveniently managing their own data. You can log in to MyDirecto using ID login (ID card, Mobile-ID, Smart-ID) at https://my.directo.ee. You can add the MyDirecto Proceeding link to your mobile home screen or as a bookmark to quickly access MyDirecto Proceeding.

If you use the email notification procedure, then click the link Proceed in MyDirecto directly in the email. The email is sent when MyDirecto is active in the base and for the user. If you are also a Directo user, then the email also contains a direct link to the Directo Proceeding report. If the setting “Proceeding notification does not send direct references to documents” is set to “NO” (General > Confirmation precondition > Proceeding), then the email also contains direct references to each purchase invoice separately.

• See documents directed to them for signing
• Sign documents
• Reject documents with a comment
• Move between documents
• Search and filter documents

Only those documents where the user is designated as a signer are displayed.
The content of documents cannot be changed (e.g. changing the account, object, project, etc.).

If you have multiple bases in MyDirecto, you can switch bases quickly without logging in again. This means you get immediate access to another company's Proceeding, which makes switching between bases very convenient.

Read the guide on how to take MyDirecto into use.
Read the Proceeding guide, since the same rules apply for using MyDirecto Proceeding.

Watch the tip video on configuring proceeding:

You will find the settings specific to MyDirecto Proceeding here:
System settings > General settings > MyDirecto settings.

• Here you can choose which purchase invoice fields are displayed in the Proceeding detail view.

• The user or user group must have the Proceeding report permission added. Read more about configuring report permissions.

• Under the purchase invoice fine-tuning, the attachment preview must be enabled, since otherwise the document preview is not visible in MyDirecto either.

Watch the tip video on how to proceed invoices on a smart device:

In the Proceeding header you can select which documents are displayed:

• All documents (default)
• Purchase invoices
• Expenses

Documents are displayed in two separate views:

• Not proceeded
• Proceeded

Invoices are ordered by due date, starting from the oldest.

Documents can be searched and filtered based on all data. This allows you to quickly find a specific document from a large list.

Pressing on a document opens the detail view, where the user sees:

• the document's PDF (tab 'Invoice')
• the table of the document's data (tab 'Data')

In this view you can:

• sign the document
• reject the document (by adding a comment)
• move to the next or previous document

The table's “Total amount” row shows the amount excluding VAT. If a prepayment has been used in the settlement, a separate row “Prepayment” is displayed, which reduces the invoice balance. “Total VAT” is shown on a separate row. After the data table, you can see which users have already signed the invoice or rejected it (along with the comment).

At the bottom are the Proceeding action buttons:

• Arrow up - you can move directly to the next invoice
• Thumb up - signing (a green record is created)
• Speech bubble - adding a comment for the purpose of rejection
• Thumb down - rejection (a red record is created)
• Arrow down - you can move directly to the previous invoice

Once an invoice is signed or rejected, it moves to the 'Proceeded' tab in the invoice list view and remains there for 1 month or until the purchase invoice is confirmed. Once an invoice is signed or rejected, the next invoice to be proceeded automatically comes up. If an invoice is signed, it can also be reversed. To do this, find the invoice on the 'Proceeded' tab and press thumb down, which creates a rejection.

If the invoice PDF preview is not displayed, then in the user or user group permissions you must add the “View” permission for Attachment adding under the Settings tab.

Single proceeding
Documents can be proceeded one at a time. After each confirmation, the user is automatically directed to the next document.

Mass proceeding
At the end of the document list there is a “Confirm all (n)“ button.

• The number in parentheses on this button shows how many documents are currently actually signable.
• Mass confirmation applies only to those documents whose detail view has the thumb active, i.e. the user has the necessary points to sign them.

In MyDirecto, both of the following work:

• sequential proceeding
• parallel proceeding

In addition, the setting works: “In sequential proceeding, proceeders are displayed in chronological order (instead of the usual point weight)”

Row-based proceeding is not possible in MyDirecto.

• The substitute must have as many or more points than the person being substituted
• In practice this means that a superior can proceed on behalf of a subordinate

MyDirecto lets an employee photograph an expense document (receipt, invoice) with a mobile phone or upload it from the gallery (including screenshots, e.g. of e-receipts), add the necessary selections and a comment, and submit the document directly to Directo. MyDirecto can be used both on mobile and in a browser. Submitted documents are shown in the MyDirecto list “Uploaded documents”, which mirrors Directo's Document transport register.

This solution can only be used if the company has the new employee card in use.

In Directo, each submitted image creates an entry in the Document transport register, where an e-invoice is generated from the document image and an Expense or Purchase invoice can be created from the entry.

When an image is submitted, the image and the user's selections (type, payment method, period, comment) are saved. Processing the image with AI usually takes a moment – until then the document is shown in the list with the status “Processing”. Once processing is complete, the data read from the receipt (supplier, amount, date) is shown in the list, and an entry is also created in Directo's Document transport register.

To submit receipts, the system must have expense types and payment terms configured that are allowed for use in MyDirecto, and these must be added to the employee on the employee card.

If the settings are missing, the Expense Documents section is visible on the MyDirecto home page, but opening it displays an empty window with the message “Not configured!”. In this case, please contact your direct manager - they can add the necessary settings if the company has decided to start using the expense receipt photography functionality.

Payment term type

Two new types have been added to the payment term type selection:

• Expense – reimbursable – the employee has paid from personal funds and the cost is reimbursed to them
• Expense – company payment method – paid with a company payment method (e.g. a company debit or credit card)

Payment term A MyDirecto option has been added to the payment term card (Yes/No, default No). Only payment terms set to “Yes” are available in MyDirecto.

For info: in the MyDirecto photographing view, the payment term corresponds to the Payment method field.

A MyDirecto option has been added to the expense type card (Yes/No, default No). Only types set to “Yes” are available in MyDirecto.

On the Employee data tab of the employee card there are two multi-select fields:

• MyDirecto payment terms – the selection shows only payment terms whose card has MyDirecto = Yes. Multiple can be selected.
• MyDirecto expense types – the selection shows only expense types whose card has MyDirecto = Yes. Multiple can be selected.

In MyDirecto, the employee sees only the types and payment terms that have been added to their employee card.

On the Expense documents home page there are two options:

• Take a photo – take a photo of the document with the phone
• Upload – select an image from the gallery

In the image preview you fill in:

• Type – the expense type (e.g. Building materials)
• Payment method – the payment term (e.g. Company debit card)
• Comment – free text
• Period – the month the expense belongs to (selected with the arrow buttons). By default the period is the current month – the assumed workflow is that the receipt is photographed and sent right after the purchase. If the employee submits the previous month's receipts at the beginning of the next month, the period must be changed manually to the previous month.

The type, payment method and period selections are remembered – on the next photographing the previous selections are pre-filled. The Send button submits the document. Cancel abandons the submission, Delete removes the image.

The “Uploaded documents” list shows the supplier, amount, date and comment for each document.

• Processing – the image is being processed by AI; the data is shown after processing is complete
• Upload error – the image could not be processed

If an image cannot be sent immediately (e.g. a slow internet connection), the uploaded images are kept in the device's cache and sending is retried automatically. Until then these documents are shown with the status “Processing”.

“Error uploading” – what to do? If a document shows “Upload error”, open the document via the edit (pencil) button, delete the current image, and take a new photo of the receipt.

A receipt can be edited or deleted in MyDirecto as long as no follow-up document (an Expense or Purchase invoice) has been created from the entry in Document transport.

When editing is possible, the changes made are automatically applied to the entry in the Document transport register as well. When a photographed receipt can no longer be edited, the edit (pencil) button is not shown next to that receipt in the list.

When an image is deleted in MyDirecto, it is not removed immediately — the deletion can still be undone. However, once the page is refreshed or you navigate to another view, the deletion can no longer be undone. Only then, when undo is no longer possible, is the entry also removed from the document transport register.

Retention

The uploaded documents list displays receipts from the last 90 days, up to a maximum of the 100 most recent — regardless of whether a document has been created from them in Directo or not. Older receipts remain available in the Directo document transport register.

Each submitted document is created in Directo's Document transport register (type my-expense Expense). The entry shows the submitter, the period (input document no., e.g. “July2026”), the document date, the selected payment method, the amount and the comment.

In Document transport, an e-invoice is generated from the document image, and an Expense or Purchase invoice can be created from the entry. Once the document is created, its type and number are shown on the entry (in the Document and Doc no. columns).

An Expense or a Purchase invoice can be created from an expense receipt.

If a Purchase invoice is created from an expense receipt, this cost is NOT reflected in the expense reporter's reports (“Expender report”, “Expender periodic report”), and when paying money out to the expense reporter with a Expense Due document, the disbursement balance does not show the cost balance arising from the purchase invoice. A Purchase invoice should be used only when the cost is not meant to go into the expense reporter's accounting (see the sub-chapter Purchase invoice).

Each receipt is a separate entry in Document transport. When an Expense is created from an entry, the expense data is filled in automatically: date, expense reporter, P-term (the payment method selected in MyDirecto), and the rows with the receipt data.

The same expense reporter's receipts are combined into one Expense (including attachments). If an Expense is created from a further Document transport entry that has the same expense reporter, same period and same payment method, no new Expense document is created – that receipt's rows are added to the existing Expense's rows. This way, one Expense document is created per expense reporter, period and payment method, containing all of that period's receipts as rows.

Rows are filled in row by row from the receipt. Since an e-invoice has been generated from the receipt in Document transport, all receipt rows are transferred to the Expense one by one – each receipt row gets its own row on the Expense. A single summary row is NOT created for a receipt.

Rule for the 'Time' (Aeg) field on the Expense row and header

• The Expense row 'Time' is always filled with the receipt date, regardless of whether it falls within the selected expense period or not.
• The Expense header 'Time' takes the value of the latest date among the rows, whereby for a receipt that falls outside the period, the expense period's end date is used instead of that receipt's date. The same logic thus applies both to a single receipt and to combining multiple receipts:
  • if all receipts fall within the selected period, the header 'Time' is the date of the latest receipt,
  • but if some receipt falls outside the period, then the expense period's end date.

New field on the Expense: 'P-term' (T-ting) A P-term field is added to the Expense document, where an entry can be selected from the payment terms register – the selection shows only payment terms whose card has MyDirecto = Yes. When an employee photographs a receipt in MyDirecto, they select the payment method in the photographing view (in Directo = P-term), and that selection is automatically carried over to the P-term field of the created Expense.

Some companies create a Purchase invoice instead for an expense receipt paid with a company payment method, because they do not want the cost to go into the expense reporter's accounting. For example, purchases made with a company debit card and debited from the bank are recorded as a prepayment to the supplier, and the purchase invoice created for the receipt is marked as paid by offsetting it against the prepayment.

An example of two workflows when an employee uses a company debit card for purchases:

Workflow 1: Disbursement + Expense → expense reporter balance 0.00 (recommended workflow – per expense reporter you can see who has unsubmitted receipts)

1. The employee makes a purchase with the company debit card. The card payment is debited from the bank – a Disbursement is created for the expense reporter for it (bank rule based on the debit card number).
2. The employee submits the expense receipt – an Expense is created. Since nothing needs to be paid to the employee for it, the expense reporter's balance shows the correct state: 0.00.
3. If the employee additionally submits an expense receipt paid with personal funds, it is likewise recorded as an Expense, appears in the expense reporter's balance, and is paid to the employee.

Workflow 2: Prepayment to the supplier + Purchase invoice → does not affect the expense reporter

1. The employee makes a purchase with the company debit card. The card payment is debited from the bank – a Payment is created, resulting in a prepayment to the supplier.
2. The employee submits the expense receipt – a Purchase invoice is created with the payment term “DBT krt”, and a payment offsetting the prepayment is made on the purchase invoice.
3. Expense receipts paid with personal funds still go through an Expense: they appear in the expense reporter's balance and are paid to the employee.

The system reads the data from the receipt automatically, but since receipts are structured very differently, the row amounts and VAT may not always be generated correctly in the e-invoice XML. Therefore the amounts must always be checked before confirming the Expense or Purchase invoice. Why can this happen? Receipts have no common standard and differ significantly from one another:

• On some receipts the row amounts are without VAT, on others they include VAT. If a row amount actually includes VAT, it may reach the document as a net amount and VAT is then erroneously added on top.
• A single receipt may have multiple VAT rates (e.g. 24% and 13%), which cannot always be unambiguously distributed to the rows automatically.
• Image quality affects recognition. Numbers may be recognized incorrectly from a receipt that is crumpled, faded or photographed at a slanted angle.
• Rounding. Cent-level rounding differences between the rows and the receipt's final total are common and may require manual correction.

Before confirming the document, make sure that:

1. The document total equals the Total amount on the receipt.
2. The VAT amount matches the VAT shown in the receipt summary (usually on a separate row on the receipt, e.g. “VAT 24%”).
3. The row net amounts add up to the receipt's net amount. If a row amount seems too large (equals the amount shown on the receipt including VAT), the row amount needs to be corrected manually.
4. The VAT rate is correct on each row.