Search for finance cases

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • As a finance specialist, search for finance cases from the Finance Operations Workspace.

    Before you begin

    Role required: sn_fin_ops.specialist

    Procedure

    1. Navigate to either of the following:
      • All > Finance Operations > Finance Operations Workspace.
      • Workspaces > Finance Operations Workspace.
    2. In the global search, enter the finance case number.Search for finance cases
      Note:
      If you have access to the Soure-to-Pay workspace, you can also search for relevant cases in that workspace.

    Result

    The search results show the finance case, if it exists.