Create a finance case form

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Use the Create New Finance Case form to enter finance case details and provide resolution information.

    Table 1. Create New Finance Case form
    Field Description
    Finance Case
    Number System-generated unique identifier for the case.
    State Status of the case:
    • Draft
    • Work in Progress
    • Closed complete
    Priority Urgency of case.
    Case type Type of case, such as Finance inquiry.
    Requested by Owner of the case.
    Opened Creation date of the case.
    Channel source Channel used to send the inquiry.
    Short description Brief description of the case.
    Description Detailed description of the case.
    Assignment
    Assignment group Group that can fulfill the case.
    Assigned to Person assigned to work on the case.
    Watch list Person who is notified about the status of the case.
    Closure
    Closure code Reason for closing the case.
    Closed by Person who closed the case.
    Closed Date and time of closing the case.
    Closure notes Details related to closing the case.