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

# Interaction management in Finance Operations Workspace

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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/finance-case-management/details-tab-fin-ops-interaction.md).

-   **[Finance Operations Workspace inbox](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/finance-case-management/fin-ops-ws-inbox.md)**  
Use the inbox to manage your incoming work items, such as chats and cases.
-   **[Create a new interaction](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/finance-case-management/view-create-new-interaction-fin-ops-ws.md)**  
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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/finance-case-management/create-fin-case-from-interaction-record.md)**  
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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/finance-case-management/associate-interaction-with-finance-case.md)**  
Associate an interaction record to a finance case, if the interaction is related to an existing finance case.

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

**Related topics**  


[Finance Operations Workspace landing page]()

[Finance Operations Workspace list page]()

[Finance Operations Workspace Case Details page]()

[Process Automation Designer flows for playbook]()