Create a finance case form
Use the Create New Finance Case form to enter finance case details and provide resolution information.
| Field | Description |
|---|---|
| Finance Case | |
| Number | System-generated unique identifier for the case. |
| State | Status of the case:- Draft - Work in Progress - Closed complete |
| Priority | Urgency of case. |
| Case type | Type of case, such as Finance inquiry. |
| Requested by | Owner of the case. |
| Opened | Creation date of the case. |
| Channel source | Channel used to send the inquiry. |
| Short description | Brief description of the case. |
| Description | Detailed description of the case. |
| Assignment | |
| Assignment group | Group that can fulfill the case. |
| Assigned to | Person assigned to work on the case. |
| Watch list | Person who is notified about the status of the case. |
| Closure | |
| Closure code | Reason for closing the case. |
| Closed by | Person who closed the case. |
| Closed | Date and time of closing the case. |
| Closure notes | Details related to closing the case. |
- Finance Case form tabs
The Finance case form includes tabs that store finance case information that a finance specialist can use to perform related tasks.
Parent Topic:Finance Case Management Reference
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