Question:

Link CiviCase with CiviAccounts

Sofia: 5 days ago

I was wondering how would you configure CiviCase to link with CiviAccounts.

So for instance: you set up a new case to process a member's expense for train tickets. Can you link that from the case management to the accounts? So that you can keep a log of their interactions and processes, including finances.

Answer:
Ethan: 5 days ago

In this case you'd normally add various activity types to that case. I.e. create an activity type Expenses Claim and add that.