Configure Finance

Configure the Finance business unit to enable employees to submit and manage finance‑related requests.

Before you begin

Role required: admin, sn_cbs.admin

Procedure

1. Navigate to Admin > Admin Home.

2. On the Core Business Suite Foundation card, select View product overview.

3. In the configuration insights section, select Configure.

   The Configure Core Business Suite page opens in the configuration console.

4. From the configuration summary navigation menu, select Finance.

   Alternatively, select Continue on the Finance tile.

   Configure the following settings as needed:

   • Intake forms (preconfigured by default)
   • Manage groups
   • Role assignment
   • Notifications (preconfigured by default) Note: By default, only the admin can configure the manage groups or role assignment.

5. Customize an existing intake form or create intake forms to collect finance requests.

   The following intake form is preconfigured by default:

   Intake form	Description
   General finance request	Submit general finance questions or request finance services.

   • To customize an existing intake forms, select the Edit icon.

   • To create an intake form, select Create new. For more information, see Catalog Builder.

     Note: Create intake forms directly in the new instance. Moving intake forms configurations to a new instance using an update set isn’t supported.

   • After customizing or creating an intake form, select Mark as configured.

   • Manage groups to organize users who handle finance requests and configure access.

   • Default groups

     The following groups are preconfigured with associated roles:

     Finance groups	Description
     Finance request handlers	Receive, assign, and respond to Finance requests.
     Finance administrators	Manage Finance roles, processes, and tools.
     Employee Center managers	Manage support topics, quick links, and knowledge articles in the Employee Center.

     To assign users to a default group:

     1. Select Assign people icon next to the group name.
     2. In the assign people to this group field, search for and select users.
     3. Select Save.
     4. On the mange groups page, select Mark as configured.
        • Create custom groups to organize your Finance team.
     5. Select Create Group.

     6. On the form, fill in the fields.

        Field	Description
        Group name	Name used to identify the group within the business unit.
        Group manager	Person responsible for managing the group.
        Group description	Brief description of the group’s purpose.
        Assign people to this group	People that you add as group members.
        Assign role	Roles assigned to group members.

     7. Select Save.

     8. On the mange groups page, select Mark as configured.
     9. Assign roles to give groups the required access.

   • Select a role.

   • Select Assign groups.
   • Select the group from the list.
   • Select Update.
   • On the role assignment page, select Mark as configured.

   • Configure notifications sent through Email, Portal, and Workspace to users about submitted or assigned finance requests.

   • To create an email notification, see Create an email notification.

   • To create Portal or Workspace notification, see Trigger conditions form.
   • After configuring notifications, select Mark as configured.

Parent Topic:Configure Core Business Suite using guided setup