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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

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.

Image omitted: fin-ops-case-form-tab.png
Tabs on the Finance Case form
TabDescription
DetailsDetails about the case.
TasksTasks that the finance specialist created for this case.
EmailsEmails sent or received while resolving this case.
SLAs

Service level agreements (SLAs) associated with the case. - For assigning finance cases, SLA is 4 hours duration, between 08:00 to 17:00 on weekdays, excluding holidays. - For processing finance cases, SLA is 16 hours duration between 08:00 to 17:00 on weekdays, excluding holidays.

Finance admins can view and create SLAs by navigating to All > Finance Operations > Administration > Finance case SLA Definitions.

Related casesOther cases related to this case.
InteractionsAll interactions related to this case.
Cases by same requesterCases that are opened by the same requester.

Parent Topic:Create a finance case form