---
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


---

# Create a finance task

# Create a finance task {#ariaid-title1}

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

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:  
   * AllFinance OperationsFinance Operations Workspace.
   * WorkspacesFinance Operations Workspace.
   {#create-fin-task__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:  
   * My workOpen tasks
   * All workTasks
   {#create-fin-task__ul_a5k_ydk_52c}
4. Select New from within a submodule.
5. From the Case task drop-down list, select Finance task.
6. 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.
7. 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](https://servicenow-prod.fluidtopics.net/pz~XfmeCRAEI3scNyV8sNQ "Use the Create New Finance task form to provide details about the finance task.").
8. Select Save.
{#create-fin-task__steps_mpl_hvm_w2c}

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