---
title: Create a finance case from an interaction
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/source-to-pay-operations/finance-case-management/create-fin-case-from-interaction-record.html
release: australia
product: Finance Case Management
classification: finance-case-management
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Interaction management, Overview of the Finance Operations Workspace, Explore, Finance Case Management, Finance and Supply Chain applications, Finance and Supply Chain]
---

# Create a finance case from an interaction

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.

## Before you begin

Role required: sn\_fin\_ops.specialist

## Procedure

1.  Navigate to either of the following:

    -   **All** > **Finance Operations** > **Finance Operations Workspace**.
    -   **Workspaces** > **Finance Operations Workspace**.
2.  In the Finance Operations workspace, select the List icon \[Omitted image "fin-ops-list-icon.png"\] Alt text:.

3.  From the list page, navigate to either of the following submodules:

    -   **Interactions** > **All**
    -   **Interactions** > **Active**
    -   **Interactions** > **Assigned to me**
4.  From the Number column, select a link to open an interaction record.

    For more information on the fields in an interaction record, see [Interaction form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/finance-case-management/details-tab-fin-ops-interaction.md).

5.  Select **Create Finance Case**.\[Omitted image "fin-case-interaction-record.png"\] Alt text: Create a finance case from an interaction record

    For more information on the form fields and descriptions, see [Create a finance case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/finance-case-management/create-case-from-ws.md).

6.  Select **Save**.

    A new finance case is created. For information on viewing finance cases, see [View a case from Finance Operations Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/finance-case-management/view-case-fin-ops-ws.md)


**Parent Topic:**[Interaction management in Finance Operations Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/finance-case-management/interaction-mgmt-fin-ops.md)

**Related topics**  


[Finance Operations Workspace inbox]()

[Create a new interaction]()

[Associate an interaction with a finance case]()