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Szablon zarządzania usługami finansowymi

Zarządzanie wnioskami dotyczącymi budżetu, wydatków i innych kwestii finansowych.

Typy wniosków
Pytania dotyczące finansów
Wniosek o alokację budżetu
Wniosek o przegląd zgodności
Zgłaszanie wniosku lub incydentu
Użyj szablonu
Centrum pomocy finansowej

Polecany produkt: Jira Service Management

Zarządzaj wnioskami dotyczącymi budżetu i wydatków, odpowiadaj na pytania oraz udostępniaj wytyczne i analizy. Dowiedz się więcej

„Teraz mamy pojedyncze źródło rzetelnych informacji, z którego możemy wyodrębniać dane i opierać na nich nasze raporty. Zapewnia nam to lepszy przegląd działań i wzajemne zrozumienie w całej organizacji”.


MARIE BJØRKE

Dyrektor ds. zarządzania usługami IT, ISS World

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Finance service management template

Manage budget, spend, and other finance requests.

Use template
best for

Finance

key features

Help desk

Manage requests

Resolve incidents

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.

On-call screenshot

Manage finance requests

Capture, track, and manage incoming finance requests in one place. Quickly assign tasks to the right people.

Change requests screenshot

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.

Assets screenshot

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.

Backlog screenshot
Okno rozwiązywania problemów

Zwiększanie efektywności działania

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.

Tarcza bezpieczeństwa

Bezpieczne udostępnianie informacji

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.

Dymki wiadomości

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.

1. Set up your help center and portal
  

The help center is where employees can submit requests and access your self-service knowledge base. Set up the welcome message, announcements, and layout.

2. Customize your request types
  

Help employees and agents by using tailored request types, or even creating your own.

3. Organize your queues
  

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

4. Add agents
  

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

Ready to use this template?

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