---
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


---

# Close a finance case

# Close a finance case {#ariaid-title1}

* Release version: Yokohama
* 
* Updated April 3, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Close a finance case after all the activities and tasks for resolving the case are complete.

## Before you begin

Role required: sn_fin_ops.specialist

## Procedure

1. Navigate to either of the following:  
   * AllFinance OperationsFinance Operations Workspace.
   * WorkspacesFinance Operations Workspace.
   {#close-fin-case__ul_g4n_mmz_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:  
   * My workOpen cases
   * All workCases
   {#close-fin-case__ul_a5k_ydk_52c}
4. In the Number column, select the link to open the case.
5. Select Close.  
   The Close dialog box is displayed.
6. From the Closure code, select one of the following options:  
   * Duplicate request
   * Canceled/False inquiry
   * Canceled by caller
   * Information provided

   {#close-fin-case__ul_evq_czm_w2c}
7. In the Closure notes field, enter the reason for closing the case.
8. Select Close.
{#close-fin-case__steps_j1q_dym_w2c}

## Result

The case moves to the Closed complete state, the associated open tasks are closed, and the details in the Closure section are filled.

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