About this guide

This guide provides conceptual information for Infor Service Management Excel Financial Tool Add-on User Guide.

Use this guide as a reference at your site. This guide shows you how to install, set up, and use the Excel-based Toolset for Financial Reporting.

Intended audience

This guide is for the Service Management users who are performing financial tasks.

Prerequisite knowledge

To fully understand the information presented in this guide, you should first be familiar with general Service Management features and functionality. It is beneficial but not required to be familiar with Microsoft Excel.