---
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


---

# Using the Finance Operations Workspace

# Using the Finance Operations Workspace {#ariaid-title1}

* Release version: Yokohama
* 
* Updated March 25, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Finance Specialists can use the Finance Operations Workspace to manage cases, tasks, knowledge articles, or interactions.
* **[Create a finance case](https://servicenow-prod.fluidtopics.net/WsdJEYAlTDs1xRXxZdyspA)**   
  Create a finance case on behalf of a requester to track the progress.
* **[Assign a finance case to yourself](https://servicenow-prod.fluidtopics.net/qXQ_hK0iNNZF9UNm25xBEA)**   
  As a finance specialist, assign a finance case to yourself from the Finance Operations Workspace. Start resolving it.
* **[Accept a finance case](https://servicenow-prod.fluidtopics.net/rdYBNfDIIhH977Xhpw5ecw)**   
  As a finance specialist, if a finance case is assigned to you, accept the case to start resolving it.
* **[Request additional information for a finance case](https://servicenow-prod.fluidtopics.net/yhh_VabtdHVYrjbYa~GaCA)**   
  Request additional information from the requester to continue working on the finance inquiry case.
* **[Search for finance cases](https://servicenow-prod.fluidtopics.net/BYrAp~O0nxfj_v1pI2IwHQ)**   
  As a finance specialist, search for finance cases from the Finance Operations Workspace.
* **[Initiate sidebar discussions](https://servicenow-prod.fluidtopics.net/d4FvLc0Q8nRk~plLa0b3QQ)**   
  Start a sidebar discussion to collaborate with stakeholders while working on a finance inquiry case.
* **[Create a finance task](https://servicenow-prod.fluidtopics.net/jzGz8McKLCZdePoSIGLVrg)**   
  Create a finance task and associate it to a finance case.
* **[Create a finance task from a finance case](https://servicenow-prod.fluidtopics.net/C871ZeSp4tRRJ~~6tB4h1w)**   
  Create a finance task from a finance case. Assign the task to a task owner or group to resolve that case.
* **[Close a finance case](https://servicenow-prod.fluidtopics.net/1KrS4dwnjxdfE612fBAxkQ)**   
  Close a finance case after all the activities and tasks for resolving the case are complete.
* **[Create a knowledge base article](https://servicenow-prod.fluidtopics.net/Lt3P~NWGO5cX8uJuFgZbvA)**   
  Create knowledge base articles for finance-related topics.

**Related concepts**   

* [Using the Employee Center](https://servicenow-prod.fluidtopics.net/LZvQeH5~ZjbIU2k3~a0z4A "Finance requesters can use the Employee Center to create finance inquiry, view the requests and tasks, and interact with the live agent.")