Explore the Finance Operations Workspace

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

The Finance Operations Workspace provides a dashboard and tools that enable you to do the following:

• Manage all finance cases and complete your actionable tasks

• View and respond to customer inquiries, requests, and case updates

• Collaborate on cases using interactions, such as chats and emails

• Create and maintain knowledge base articles to support case resolution

The Finance Operations Workspace supports global search, which enables you to search for information using keywords. The search results include all the items that the keyword appears in, for example, cases, tasks, inquiries, interactions, or knowledge articles.

• 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