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Finance service management template

Manage budget, spend, and other finance requests.

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BEST FOR

  • Finance teams

KEY FEATURES

  • Customer portal

  • Finance request types

  • Reports

  • Knowledge base

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What is a finance service management template?

This template provides teams with a central place to field queries, and triage and manage budget, spend, and other finance requests. Set up a knowledge base so employees can find answers to common questions without submitting a request.

What does the finance service management template include?

A finance service portal

Create a service portal to manage finance requests. Shape request types and workflows to meet your organization’s needs.

How to get started with the finance service management template

This template uses Jira Service Management to help you manage budget, spend, and other finance requests.

  1. 1

    Set up your help center and portal

    The help center is where customers can submit requests and access your self-service knowledge base. Customize the welcome message, announcements, and layout. Learn more.

  2. 2

    Customize your request types

    Help customers and agents by using tailored finance request types, or even creating your own. Learn more.

  3. 3

    Organize your queues

    Align your queue with the way your teams triage and address finance requests. Learn more.

  4. 4

    Add agents

    It’s time to get the party started! Add agents to your service project team. Learn more.

  • Drive operational efficiency

    Make it easy for employees to submit requests, and for your team to prioritize, track, and manage them using workflows and queues that support your processes. Automate how you handle simple or common requests, so your team can spend more time focusing on the work that matters.

  • Share information securely

    Create a secure space so that finance teams can manage sensitive requests and share information with confidence. Protect your employees' privacy and keep information confidential by using permissions to manage who can view, find, and comment on requests.

  • Promote cross-team collaboration

    Use one central location to share progress on requests in real-time, promote consistent processes, and set expectations with stakeholders and approvers. Foster collaboration with employees and business partners by using shared workflows, tailored request types, and form templates.

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Related resources

GUIDE

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WHITEPAPER

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