Configure Finance
Configure the Finance business unit to enable employees to submit and manage finance‑related requests.
Before you begin
Role required: admin, sn_cbs.admin
Procedure
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Navigate to Admin > Admin Home.
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On the Core Business Suite card, select View product overview.
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In the Configuration insights section, select Configure.
The Configure Core Business Suite page opens in the Configuration Console.
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From the Configuration Summary navigation menu, select Finance.
Alternatively, select Continue on the Finance tile.
Configure the following settings as needed:
- Intake forms (preconfigured by default)
- Manage Groups
- Role assignment
- Notifications (preconfigured by default) Note: By default, the CBS admin role cannot configure Manage Groups or Role assignment. To complete these tasks, assign the User admin role (user_admin) to the CBS admin (sn_cbs.admin).
for more information, see .
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Customize existing intake form or create new ones to collect finance requests.
The following intake form is preconfigured by default:
Intake form Description General finance request Submit general finance questions or request finance services. -
To customize an existing intake form, select the Edit icon.
-
To create a intake form, select Create new. For more information, see Catalog Builder.
Note: Create intake forms directly in the production instance. Intake forms created in sub-production instances are not supported for promotion to production.
-
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Manage groups to organize users who handle finance requests and configure access.
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Finance default groups
The following groups are preconfigured with associated roles:
Finance groups Description Finance Request handlers Receive, assign, and respond to Finance requests. Finance Administrators Manage Finance roles, processes, and tools. To assign users to a default group:
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Select Edit icon next to the group name.
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In the Assign people to this group field, search for and select users.
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Select Save.
Note: Users added to a default group are automatically assigned the roles listed under Default assigned role.
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Create custom groups to organize your Finance team.
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Select Create Group.
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On the form, fill in the fields.
Field Description Group name Name used to identify the group within the business unit. Group manager User responsible for managing the group. Group description Brief description of the group’s purpose. Assign people to this group Users to add as group members. Assign role Roles assigned to group members. -
Select Save.
-
-
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Assign roles to give groups the required access.
- Select a role.
- Select Assign groups.
- Select the group from the list.
- Select Update.
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Configure notifications sent through Email, Portal, and Workspace to users about submitted or assigned finance requests.
- To create an email notifications, see Create an email notification.
- To create Portal or Workspace notifications, see Trigger conditions form.
-
After you finish all configuration steps, select Mark as configured.
Parent Topic:Configure Core Business Suite using guided setup
---
title: Configure Finance
description: Configure the Finance business unit to enable employees to submit and manage finance‑related requests.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/core-business-suite/config-finance.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Configure Core Business Suite using guided setup, Configure, Core Business Suite]
---
# Configure Finance
Configure the Finance business unit to enable employees to submit and manage finance‑related requests.
## Before you begin
Role required: admin, sn\_cbs.admin
## Procedure
1. Navigate to **Admin** > **Admin Home**.
2. On the Core Business Suite card, select **View product overview**.
3. In the Configuration insights section, select **Configure**.
The Configure Core Business Suite page opens in the Configuration Console.
4. From the Configuration Summary navigation menu, select **Finance**.
Alternatively, select **Continue** on the Finance tile.
Configure the following settings as needed:
- Intake forms \(preconfigured by default\)
- Manage Groups
- Role assignment
- Notifications \(preconfigured by default\)
**Note:** By default, the CBS admin role cannot configure Manage Groups or Role assignment. To complete these tasks, assign the User admin role \(user\_admin\) to the CBS admin \(sn\_cbs.admin\).
for more information, see .
5. Customize existing intake form or create new ones to collect finance requests.
The following intake form is preconfigured by default:
|Intake form|Description|
|-----------|-----------|
|General finance request|Submit general finance questions or request finance services.|
- To customize an existing intake form, select the **Edit** icon.
- To create a intake form, select **Create new**. For more information, see [Catalog Builder](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/servicenow-platform/catalog-builder.md).
**Note:** Create intake forms directly in the production instance. Intake forms created in sub-production instances are not supported for promotion to production.
6. Manage groups to organize users who handle finance requests and configure access.
- Finance default groups
The following groups are preconfigured with associated roles:
|Finance groups|Description|
|--------------|-----------|
|Finance Request handlers|Receive, assign, and respond to Finance requests.|
|Finance Administrators|Manage Finance roles, processes, and tools.|
To assign users to a default group:
1. Select **Edit** icon next to the group name.
2. In the Assign people to this group field, search for and select users.
3. Select **Save**.
**Note:** Users added to a default group are automatically assigned the roles listed under Default assigned role.
- Create custom groups to organize your Finance team.
1. Select **Create Group**.
2. On the form, fill in the fields.
|Field|Description|
|-----|-----------|
|Group name|Name used to identify the group within the business unit.|
|Group manager|User responsible for managing the group.|
|Group description|Brief description of the group’s purpose.|
|Assign people to this group|Users to add as group members.|
|Assign role|Roles assigned to group members.|
3. Select **Save**.
7. Assign roles to give groups the required access.
1. Select a role.
2. Select **Assign groups**.
3. Select the group from the list.
4. Select **Update**.
8. Configure notifications sent through Email, Portal, and Workspace to users about submitted or assigned finance requests.
- To create an email notifications, see [Create an email notification](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-administration/t_CreateANotification.md).
- To create Portal or Workspace notifications, see [Trigger conditions form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/employee-service-management/notif-trigger-form.md).
9. After you finish all configuration steps, select **Mark as configured**.
**Parent Topic:**[Configure Core Business Suite using guided setup](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/core-business-suite/config-cbs-using-guided-setup.md)
| title | Configure Finance |
| description | Configure the Finance business unit to enable employees to submit and manage finance‑related requests. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/core-business-suite/config-finance.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Configure Core Business Suite using guided setupConfigureCore Business Suite |