Fraedom Approvals Presentation UPDATED July 2018 Created 16/7/15

Sign into OKTA

SELECT THE FRAEDOM APP

Click to Accept the conditions

HOME SCREEN Click here to view the current items requiring attention Click here to view all approvals – past and present

APPROVING Click on approvals to show a summary of cardholders and the number of approvals required Click on cardholder’s name to show all transactions currently requiring approval.

Click here to see the uploaded image attached to the transaction.

The Image Preview window will open The Image Preview window will open. Click anywhere on the image preview to enlarge the image. Now click on the Green Tick to show the coding box for the relevant transaction. Using two screens you can now see the details of the expenses, including cost centre, project and GST.

If you are satisfied with the coding and the documentation, you can click here to indicate approval.

Click on Approve Selected Items to approve all transactions selected. OR Click Approve All if you are satisfied with all attached documentation. Any unticked transactions will remain unapproved and unextracted.

APPROVING CONTINUED …… Using the Smart Phone App, all approvals can be done “on the go”. You will be able to view the uploaded image and see the coding straight from the App. Instructions for installing the App can be found on slide 15. Approved transactions will be extract into the relevant General Ledger twice weekly. It is not possible to decline a transaction as the purchase has already occured, however you can instigate a query by following the steps on the next slides.

QUESTIONS BEFORE APPROVAL? Click on Exclamation Point next to the transaction in question You are now able to add comments and change approval status to Information required. This will generate an email to the cardholderwith your query. ie. Please provide tax invoice, or change GST code, or provide more information etc.

QUESTIONS CONT…… Using the Information Required function then places the transaction into Information Required column on your Summary View

QUESTIONS CONT…… When the cardholder has provided the information requested, the transaction will be shown in the Information Provided column on your Summary View

CONTACTS Julie McConnell – Administrator 8201 3549 Jessica Harrison 8201 2233 David Paterson – Associate Director, Procurement Services 8201 2224