Create a finance task

Create a finance task and associate it to a finance case.

Before you begin

Role required: sn_fin_ops.admin, 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 Finance Operations workspace, select the List icon
3. From the list page, navigate to either of the following submodules:
   • My work > Open tasks
   • All work > Tasks
4. Select New from within a submodule.
5. From the Case task drop-down list, select Finance task.
6. Select Submit.
   The Create New Finance Task form opens in a new tab in the Finance Operations Workspace.

   Note:

   If you have access to Source-to-Pay Workspace and if you select a task type related to Source-to-Pay operations, the new form opens in a new browser tab in the Source-to-Pay Workspace.
7. On the Create New Finance Task form, fill in the fields.
   For more information on the form fields and descriptions, see Create a finance task form.
8. Select Save.