Fraedom Approvals Presentation UPDATED JUNE 2017 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.

APPROVING CONTINUED …… Click on Green Tick to view the attached invoice – this can be done on a second screen or by minimising Fraedom and the invoice PDF and viewing both on the same screen.

The coding window will open Click on the View Receipts Icon to see the attached document/invoice. This process can be made easier by using two screens or by minimizing windows and viewing both documents on the same screen. If you are satisfied with the support document, you can continue with the approval Process.

APPROVING CONTINUED …… Click here to approve individual charges. OR Click on Approved Selected Items to approve all transactions selected. Click Approve All if you are satisfied with all attached documentation.

APPROVING CONTINUED …… Approved transactions will be extract into the relevant General Ledger twice weekly. It is not possible to decline a transaction, 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 & LINKS Julie McConnell – Administrator 8201 3549 Jana Nulty 8201 2737 James Conlon – Supervisor 8201 2058 Purchase Card Policy https://www.flinders.edu.au/ppmanual/financial/purchasingcard.htm