---
sourceDocument: Yokohama Finance and Supply Chain
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/source-to-pay-operations

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Employee


---

# Associate an interaction with a finance case

# Associate an interaction with a finance case {#ariaid-title1}

* Release version: Yokohama
* 
* Updated April 21, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Associate an interaction record to a finance case, if the interaction is related to an existing finance case.

## Before you begin

Role required: sn_fin_ops.specialist

## Procedure

1. Navigate to either of the following:  
   * AllFinance OperationsFinance Operations Workspace.
   * WorkspacesFinance Operations Workspace.
   {#associate-interaction-with-finance-case__ul_cn1_xlz_bfc}
2. In the Finance Operations workspace, select the List icon (![List icon]()).
3. From the list page, navigate to either of the following submodules:  
   * InteractionsAll
   * InteractionsActive
   * InteractionsAssigned to me
   {#associate-interaction-with-finance-case__ul_a5k_ydk_52c}
4. From the Number column, select a link to open an interaction record.
5. Select the More actions icon (![More actions icon]()).
6. Select Associate Record.
7. On the Create New Interaction Related Record form, fill in the fields.  
   For more information on the form fields and descriptions, see [Create new interaction related record form](https://servicenow-prod.fluidtopics.net/Eohxi_QkQtCoGp0LpO~6wg "Use the Create New Interaction Related Record form to provide details about the associated finance case.").
8. Select Save.
**Related concepts**   

* [Finance Operations Workspace inbox](https://servicenow-prod.fluidtopics.net/7TCvE3OC_II1yocBfGPB6Q "Use the inbox to manage your incoming work items, such as chats and cases.")  
**Related tasks**   

* [Create a new interaction](https://servicenow-prod.fluidtopics.net/sK_Hdo~xZU52fKsEkRg6TQ "An interaction record is automatically created when you accept a chat through the chat queue in the Finance Operations Workspace. You can also manually create an interaction from the list page of the Finance Operations Workspace.")
* [Create a finance case from an interaction](https://servicenow-prod.fluidtopics.net/l7Ni6ddCjO4fBojZYZAyhg "An interaction record is automatically created when you accept a chat through the chat queue in the Finance Operations Workspace. You can create a finance case from an interaction record for further investigation.")

*[\>]: and then