Using the Finance Operations Workspace
Finance Specialists can use the Finance Operations Workspace to manage cases, tasks, knowledge articles, or interactions.
- Create a finance case
Create a finance case on behalf of a requester to track the progress. - Assign a finance case to yourself
As a finance specialist, assign a finance case to yourself from the Finance Operations Workspace. Start resolving it. - Accept a finance case
As a finance specialist, if a finance case is assigned to you, accept the case to start resolving it. - Request additional information for a finance case
Request additional information from the requester to continue working on the finance inquiry case. - Search for finance cases
As a finance specialist, search for finance cases from the Finance Operations Workspace. - Initiate sidebar discussions
Start a sidebar discussion to collaborate with stakeholders while working on a finance inquiry case. - Create a finance task
Create a finance task and associate it to a finance case. - Create a finance task from a finance case
Create a finance task from a finance case. Assign the task to a task owner or group to resolve that case. - Close a finance case
Close a finance case after all the activities and tasks for resolving the case are complete. - Create a knowledge base article
Create knowledge base articles for finance-related topics.
Parent Topic:UseFinance Case Management
Related topics