Finance service management template

Manage budget, spend, and other finance requests.

Request types
Request a budget allocation
REQUEST A compliance review
Submit a request or incident
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Finance help center
Problem solving window

Drive operational efficiency

Make it easy for employees to submit requests, and for your team to manage them with tailored workflows and queues. Automate how you handle common requests, so your team can spend more time focusing on the work that matters.

Security shield

Share information securely

Protect your employees' privacy by using permissions to manage who can view, find, and comment on requests.

Message bubbles

Collaborate across teams

Use workflows to provide transparency for reviews and approvals, and automation rules to notify team members if requests are urgent. Customize how you receive incoming requests to suit how your team likes to work, and have confidence the right person is assigned to the task.

Use template

Featured product: Jira Service Management

Manage budget and spend requests, respond to questions, and share guidelines and insights. Learn more

“Now we have a single place of truth from which we can extract data and base our reports. This provides us with a better overview and a common understanding throughout the organization.”


Head of IT Service Management, ISS World

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Related resources

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How Enterprise Service Management works in Jira Service Management

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The Atlassian approach to ESM

How to get started with the finance service management template

1. Set up your help center and portal Copy link to heading Copied! view +

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 Copy link to heading Copied! view +

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

3. Organize your queues Copy link to heading Copied! view +

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

4. Add agents Copy link to heading Copied! view +

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

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