Finance Case form tabs

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:1分
  • The Finance case form includes tabs that store finance case information that a finance specialist can use to perform related tasks.

    表 : 1. Finance case form tabs
    Tab Description
    Details Details about the case.
    Tasks Tasks that the finance specialist created for this case.
    Emails Emails 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 cases Other cases related to this case.
    Interactions All interactions related to this case.
    Cases by same requester Cases that are opened by the same requester.