---
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


---

# Interaction management in Finance Operations Workspace

# Interaction management in Finance Operations Workspace {#ariaid-title1}

* Release version: Yokohama
* 
* Updated April 20, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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.

The Details tab of an interaction record contains details of the interaction.

For more details on the fields, see [Interaction form](https://servicenow-prod.fluidtopics.net/068MvYNT0qOUyS_QtA2p~A "For an auto-generated interaction record, the Details tab contains details of the interaction.").
* **[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.
* **[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.
* **[Associate an interaction with a finance case](https://servicenow-prod.fluidtopics.net/qMMAwdiKfsMT0IUPS4jmPw)**   
  Associate an interaction record to a finance case, if the interaction is related to an existing finance case.