Create a finance case from an interaction

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • An interaction record is automatically created when you accept a chat through the chat queue in the Finance Operations Workspace. You can create a finance case from an interaction record for further investigation.

    Avant de commencer

    Role required: sn_fin_ops.specialist

    Procédure

    1. Navigate to either of the following:
      • All > Finance Operations > Finance Operations Workspace.
      • Workspaces > Finance Operations Workspace.
    2. In the Finance Operations workspace, select the List icon (List icon).
    3. From the list page, navigate to either of the following submodules:
      • Interactions > All
      • Interactions > Active
      • Interactions > Assigned to me
    4. From the Number column, select a link to open an interaction record.

      For more information on the fields in an interaction record, see Interaction form.

    5. Select Create Finance Case.Create a finance case from an interaction record
      For more information on the form fields and descriptions, see Create a finance case.
    6. Select Save.
      A new finance case is created. For information on viewing finance cases, see View a case from Finance Operations Workspace