---
title: Using the Finance Operations Workspace
description: Finance Specialists can use the Finance Operations Workspace to manage cases, tasks, knowledge articles, or interactions.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/source-to-pay-operations/finance-case-management/using-fin-case-mgmt-workspace.html
release: australia
product: Finance Case Management
classification: finance-case-management
topic_type: concept
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Use, Finance Case Management, Finance and Supply Chain applications, Finance and Supply Chain]
---

# Using the Finance Operations Workspace

Finance Specialists can use the Finance Operations Workspace to manage cases, tasks, knowledge articles, or interactions.

-   **[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)**  
Create a finance case on behalf of a requester to track the progress.
-   **[Assign a finance case to yourself](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/finance-case-management/assign-fin-ops-case-to-yourself.md)**  
As a finance specialist, assign a finance case to yourself from the Finance Operations Workspace. Start resolving it.
-   **[Accept a finance case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/finance-case-management/accept-fin-case.md)**  
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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/finance-case-management/req-info-for-fin-inquiry-case.md)**  
Request additional information from the requester to continue working on the finance inquiry case.
-   **[Search for finance cases](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/finance-case-management/search-for-fin-cases.md)**  
As a finance specialist, search for finance cases from the Finance Operations Workspace.
-   **[Initiate sidebar discussions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/finance-case-management/initiate-sidebar-discussions.md)**  
Start a sidebar discussion to collaborate with stakeholders while working on a finance inquiry case.
-   **[Create a finance task](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/finance-case-management/create-fin-task.md)**  
Create a finance task and associate it to a finance case.
-   **[Create a finance task from a finance case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/finance-case-management/create-fin-case-task.md)**  
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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/finance-case-management/close-fin-case.md)**  
Close a finance case after all the activities and tasks for resolving the case are complete.
-   **[Create a knowledge base article](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/finance-case-management/create-kb-fcm.md)**  
Create knowledge base articles for finance-related topics.

**Parent Topic:**[UseFinance Case Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/finance-case-management/using-fin-case-mgmt.md)

**Related topics**  


[Use the Employee Center]()