Finance service management template
Manage budget, spend, and other finance requests.
best for
Finance teams
key features
Customer portal
Finance request types
Reports
Knowledge base
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.
Manage finance requests
Capture, track, and manage incoming finance requests in one place. Quickly assign tasks to the right people.
Report on performance
Proactively spot and fix bottlenecks slowing down your team’s work, make better decisions around resource allocation, staffing, and investments, and keep tabs on the state of your finance programs.
Empower employees with knowledge
Provide answers to common questions using a self-service portal. Leverage a knowledge base that surfaces relevant articles to deflect requests.
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.
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.
