The Finance Support Portal home page. A click marker hovers over the Login button at the top right. 

Log in to the [UCLA Finance Support Portal](https://support.finance.ucla.edu/s/).

The Resources dropdown gives the options of Non-T&E Reimbursements, PCard, and Travel Accounting. The blue Knowledge Articles tile encourages users to "Access resources or create a case". 

Select the **Resources** tab from the top navigation OR select the **Knowledge Article** tile on the home page.

A click tracker hovers over the Explore Topics button on the PCard tile in the Support Catalog. The bullet list under the PCard tile reads "Application;" "Account Updates;" "Policy Information;" and "Troubleshooting."

Click **Explore Topics** under the desired support area.

Search or filter the available articles to see if self-service materials are available.

**TIP:** To learn more about searching, filtering, and sorting knowledge articles, review the [Anatomy of the Portal](https://scribehow.com/page/Anatomy_of_the_Portal__WC6OY8UZRkujyHMygiRN0g) training guide.

A click tracker hovers over the blue View Article button. A yellow Create a Case button is beside it to the right.

To view an article's content, select **View Article**.

**NOTE:** You can immediately jump to Step 7 by selecting the **Create a Case** button on the article's preview.

A click tracker hovers over the briefcase icon to the left of the yellow Create a Case bar within an article.

If the article does not answer your question or a case is still needed, select the article's **Create a Case** button.

The Finance Support Portal case form. The fields are empty.

**NOTE:** Each article has its own unique case form URL and may require different information. To learn more about case collaborators, review the[How to Add & Remove Collaborators](https://scribehow.com/page/How_to_Add_and_Remove_Collaborators__95CGD9mrTeK7kdoN6LMDNA) training guide.

A click tracker hovers over the blue Create Case button.

Select the **Create Case** button to submit the form.

Once created, the case submitter and case collaborators will receive a confirmation email. 

The UCLA Finance Support Portal’s robust knowledge base is the door to case creation. For faster service, we recommend reviewing self-service materials prior to submitting a case.

How to Create a UCLA Finance Support Portal Case