Finance Case Management Reference

Reference topics provide additional information about the lists and forms that you use in Finance Case Management.

• Create a finance case form
  Use the Create New Finance Case form to enter finance case details and provide resolution information.
• Create a finance task form
  Use the Create New Finance task form to provide details about the finance task.
• Interaction form
  For an auto-generated interaction record, the Details tab contains details of the interaction.
• Create new interaction related record form
  Use the Create New Interaction Related Record form to provide details about the associated finance case.
• Email notifications from Finance Case Management
  Finance Case Management sends email notifications when you perform certain actions on a finance case.
• Create knowledge base article form
  Use the Create New Knowledge form to provide details about the knowledge base article.