Explore the Finance Operations Workspace

The Finance Operations Workspace is a single system to manage and prioritize work.

• Finance Operations Workspace landing page
  As a Finance Specialist (sn_fin_ops.specialist), view a summary of the important items, your performance, and recent activities on your cases.
• Finance Operations Workspace list page
  View a high-level information of all records in a list filter from the Finance Operations Workspace list page.
• Finance Operations Workspace Case Details page
  The Finance Operations Workspace Case Details page is displayed when you select the link of a finance case.
• Interaction management in Finance Operations Workspace
  Any finance request made through chat is logged in an auto-generated interaction record. Specialists can choose to create a case from the interaction record, create a request, and associate an interaction record with an existing finance case record.
• Process Automation Designer flows for playbook
  Workflow Studio Playbooks enables you, as a business playbook owner, to organize Workflow Studio content into unified and digitized cross-enterprise processes.

Parent Topic:Explore Finance Case Management