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.

Related concepts

• Using the Employee Center