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Using the Finance Operations Workspace › Use › Finance Case Management › Finance and Supply Chain applications › Finance and Supply Chain
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

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.
    • In the Finance Operations workspace, select the List icon
Image omitted: fin-ops-list-icon.png
3. From the list page, navigate to either of the following submodules:
-   **My work** > **Open tasks**
-   **All work** > **Tasks**

  1. Select New from within a submodule.

  2. From the Case task drop-down list, select Finance task.

  3. 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.

  4. 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.

  5. Select Save.

Parent Topic:Using the Finance Operations Workspace