Fraedom User Guide Updated May 2015 CREATED JULY 2015.

Fraedom User Guide

UpdatedMay 2015

FRAEDOM USER GUIDE

CREATED JULY 2015

www.fraedom.com

• Click on Log In button

• Click on Blue Expenses Box to log in

• Enter your username - Your Fan• Enter your password - provided to you by Administrator

HOME SCREEN

• Click here to view the items requiring attention

• Click here to view all statements – past and present

Click on arrow to show all items requiring attention

Click to enter statement period

Shows that these statements are incomplete and require action

Click here to show all statements

CODING

Click on red X to enter the coding windows

Wizard or Coding?

• International Travel• Domestic Travel• Meals or

Entertainment

• All other coding

International Wizard

Simply split the expense into the appropriate boxes. Hover on for help. When fully allocated, click on comments to continue.

Enter Travel Details and then click on YES for Travel Diary. Save.

Travel Details will transfer to the following screen and also to statement and GL

Coding window appears with all expense codes and GST codes prefilled. Select CC/Project code and Save.

COMMENTS CODING

Select CC/Project

Expand dropdown Click Search

Searching

Type in the code if known OR Click on Search to return ALL codes

Searching cont.Whichever way you search, results

will appear in the bottom half of the window.

Click on the UP arrow to use the code.

Click on the right pointing arrow if you wish to save this code to your favourites if you use it regularly.

OR Search using a description

Domestic Wizard

Simply split the expense into the appropriate boxes. Hover on for help. When fully allocated, click on comments to continue.

Enter Travel Details and then click on YES for Travel Diary. Save.

Travel Details will transfer to the following screen and also to statement and GL

Coding window appears with all expense codes and GST codes prefilled. Select CC/Project code as previously outlined. Save.

COMMENTS CODING

Meal & Entertainment Wizard

Split the expense into the appropriate boxes. Hover on for help. When fully allocated, click on comments to continue.

Enter details and click Save. Details entered here will be transferred to following screen and also to GL.

Coding window appears with all expense codes and GST codes prefilled. Select CC/Project code as previously outlined. Save.

All other Coding

• Complete CC/Project code as previously outlined.

• Using same process, select expense code

• Select relevant Tax Code • Enter Expense Description.

This will appear on Statement and GL.

• Save

AND

Your statement now shows indicating that your coding is complete.

The means that approval is still required.

View Statement Report and print it. Hand printed statement, with all receipts and dockets to your supervisor .

Click on Mark Statement Complete to enable your supervisor to see and approve the online transactions.

Statements should not be marked complete until the end of the statement period

AND

Statement now shows in both columns. This indicates that transaction has been fully coded and approved by supervisor/approver.

If a is shown, your supervisor needs more information. Click on the icon and take appropriate action.

GST CODES/GUIDELINES

CONTACTS & LINKS

• Julie McConnell – Administrator 8201 3549

• Jana Nulty

Administrator

8201 2737• James Conlon –

Supervisor 8201 2058

• Purchase Card Policy https://www.flinders.edu.au/ppmanual/financial/purchasingcard.htm