1. FRAEDOM USER GUIDE Fraedom User Guide Updated May 2015
CREATED JULY 2015

2.
Click on Log In button

3. Click on Blue Expenses Box to log in

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

5. HOME SCREEN
Click here to view the items requiring attention
Click here to view all statements – past and present

6. Click on arrow to show all items requiring attention

7. Click here to show all statements
Shows that these statements are incomplete and require action
Click to enter statement period

8. CODING
Click on red X to enter the coding windows

9. Wizard or Coding? International Travel Domestic Travel
Meals or Entertainment
All other coding

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

11. COMMENTS
CODING
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.

12. Select CC/Project
Expand dropdown
Click Search

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

14. 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

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

16. COMMENTS
CODING
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.

17. 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.

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

19. 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

20. 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

21. 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.

22. GST CODES/GUIDELINES

23. CONTACTS & LINKS Julie McConnell – Administrator 8201 3549 Jana Nulty
James Conlon – Supervisor
Purchase Card Policy