Coupa eProcurement for Quickbooks Customers Pre-built integration for the world’s #1 accounting system for SMBs Key Features • Existing Quickbooks customers can get started with Coupa in minutes! System Guidance: CSP System Support - Click here Coupa training video - Click here Request access to CSP - cspsupport@issukltd.atlassian.net ISS Operate a ‘No PO, No Pay’ Policy - All Invoices must contain a valid PO. You can get in touch with the customer and ask them to dispute it. See Disputed invoices for more info. Santos Ltd l Coupa Quick Guide – FAQ’s for Suppliers l Sept 2020 v.03 Page 3 of 4 Q Will we be able to arrange punchout catalogue integrations or Auto invoice transmission via Coupa?? Watch this webinar and learn how global organizations can gain a comprehensive understanding of compliance in the invoicing process. Disputes are communicated by email notification providing a reason for the dispute. Create your account or click here for help. Data Type; code: Code: yes: yes : yes: string(255) created-at: Automatically created by Coupa in the format YYYY-MM-DDTHH:MM:SS+HH:MMZ Coupa Compliant Invoicing software makes it easier. Invoice AP Automation, Compliance Expense Travel & Expense Management Pay B2B Payments and Working Capital. Registering for the Coupa supplier portal provides an easy way to manage information, view purchase orders, and create and manage invoices and online catalogs. Whether it’s PO-backed, contract-backed, or a non-PO invoice, don’t process paper—eliminate it with Coupa invoicing software. Coupa has the capability to integrate punchout catalogues via Coupa. However, if there are differences then one or more of the procedures on the following pages may need to be followed prior to submission of your invoice. Strengthen supplier relationships, improve efficiency, and increase invoicing compliance with Coupa’s invoicing solutions. Click “Calculate” and ensure the values being invoiced are the same as the value on your attached PDF tax invoice. For more information, see Coupa … Resolve a Dispute. Invalid: pecific for compliant eS - invoices for clearance countries, for example, Mexico. In the PO table that appears, choose the PO you want to invoice, and then click on the yellow coins to create an invoice. If this is a common occurrence there is a CSV invoicing option that can be explored. Check GST values per line, then validate or amend the quantity and price of the item/service per invoice line. : If your attached invoice matches the Coupa invoice details in every way, then no further actions are required. We are now 100% paperless. Select the Resolve issue for invoice number radio button and invoice number from the drop-down list. Example: You have an order for a quantity of 1 x $1000 Exc GST, however the agreed cost was $1500 Exc GST. If unknown or incorrect, contact the Order Requester prior to submitting your Invoice. See all of your business spend in one place with Coupa to make cost control, compliance and anything spend management related easier and more effective. This field is for validation purposes and should be left unchanged. suppliers will all migrate to Coupa on 11/1/2020, and all systems and regions will eventually migrate to Coupa. This method is ideal for suppliers with low to medium volume purchase orders and invoices, or who want to view all transactions from their customers who use Coupa in one place. Disputes If there is a misalignment between the supplier generated tax invoice and the e-invoice submitted in Coupa, Cleanaway will dispute the Coupa invoice and ask you to resubmit. You can choose to issue a credit note to cancel and optionally correct the invoice or to adjust it. Created Date Date when the invoice was created. If the purchase order does not include a freight line: Option 1: Please add the freight value to the unit rate of an existing line then add a note to Supplier notes field under image scan advising additional charge. You will receive an email notification with an invitation to connect to the Coupa Supplier Portal, similar to the example below. Click the “Gold Coins” icon. Save your AP department from drowning in a sea of paper with efficient, accurate, and timely invoice processing with Coupa's invoice management software. Unique? If you do not have your customer’s contact information, then you can leave a comment in Coupa supplier portal on an invoice, which will notify the approver. View and Manage Invoices Updated Updated with information on resolving disputed invoices. Get key factors that help CFOS make strategic decisions while mitigating risk. Please note – invoices created via the Coupa Supplier Portal can only be corrected by the supplier. As you browse through the site, please make a note of your experience and share your feedback with us at this link. Status Current status of the invoice. Coupa invoicing software benchmarking and trend analysis helps you identify bottlenecks to reduce cost-per-invoice. To load invoices, you have two options to create and submit an invoice: 1. When you click on the edit button you will be taken back to the tax invoice create screen you originally used to submit the invoice, there … Coupa online invoicing management solution gives suppliers of all sizes a wide variety of options for electronic invoicing—all without fees. 8. Help suppliers get paid earlier by allowing them to set and update preferred early payment discounts terms in the Coupa Supplier Portal and by applying those terms automatically to selected or all transactions for all or some of their customers that use Coupa. LOGIN. Match invoices for contract compliance and apply invoice billing with no touch by AP. Login to the Coupa support portal for all your success needs! And with insight from Coupa Invoicing’s dashboards, finance can optimize payment schedules to capture discounts and manage cash. Using the Coupa Supplier Portal (CSP). Field Name Field Description Required Field? The exceptions are billings to CBRE, FM Pilot, or some other industry-specific program. Coupa invoice management system lets you set invoice matching tolerance levels so that reviewers are only involved when necessary. Click Choose File or Add File to attach the PDF copy of tax invoice. • Complete employee purchase requisition creation, approvals, purchase orders and invoice capture in Coupa. There you can correct the error and resubmit. For all Coupa issued POs, please load the Invoice into Coupa. When you click on the edit button you will be taken back to the Tax invoice create screen you originally used to submit the invoice. Touchless Invoice Billing and Processing Coupa's invoice management software reduces your cost-per-invoice as matched invoices are automatically paid and billed to the right expense accounts via electronic invoice processing. 2. Invoices referencing purchase orders beginning with “69” should be submitted via the Coupa Supplier Portal (CSP)** or by email to invoices+NA@bd.coupahost.com as a non-editable PDF attachment only. Please note – invoices created via the Coupa Supplier Portal can only be corrected by the supplier. 7. 4 The Invoices table shows the following information for all the invoices you sent to IQVIA. Create an Invoice from a PO in the Coupa Supplier Portal. Disputes are communicated to you with the identified reason for the dispute. NOTE: This is the invoice number generated by your accounting system. Invoices sync automatically from 4. In this example we use the one PO to create two invoices. 1. A . 1. If a single PO relates to multiple invoices from your accounting system, you must delete the irrelevant PO lines for each Coupa invoice created. Click the link provided in the email to register. Last Name. Coupa's invoice management software reduces your cost-per-invoice as matched invoices are automatically paid and billed to the right expense accounts via electronic invoice processing. Submitting an Invoice via the Coupa Supplier Portal. 34. © 2019 Coupa Software Inc. All Rights Reserved. Change the price from $1000 to $1500 Exc GST. Option 2: Contact the purchase order requester to add a line to the purchase order for freight. Find out how organizations with high levels of AP automation save 43%. Allowable Value Api_In Field? Extract invoice data from original digital PDF invoices to achieve automation with minimal change for suppliers. We also have the capability to establish auto invoice transmissions through a technology called cXML. 9. 6. Will we be required to upload an invoice image in Coupa? Create an Invoice from a PO in the Coupa Supplier Portal. 5. ... One of the key values with Coupa is the efficiency. Extend Coupa Invoicing with additional functionality from the new InvoiceSmash invoice data extraction module to immediately add invoice automation to AP’s email inbox. Use the “Create Invoice” button that comes on the received purchase order email. Api_Out Field? Area Paper PO/Invoice Coupa PO/Invoice ... dispute resolution • Disputes records must be located from archive, copied, faxed or email to authorized party • Some information may not available • More delays while dispute is researched • All information in a secure electronic format Step 2 Click on the disputed invoice. If your supplier tax invoice contains items or services associated with multiple Cleanaway Purchase Orders, you (the supplier) cannot submit this invoice through the CSP. You can issue a credit note to: Resolve a dispute on an invoice, correct an invoice, or cancel a duplicate invoice. Submitting Credit Notes in the Coupa Supplier Portal The invoice that is in dispute shows an icon in the Actions column. Browse our skips including sizes and prices here. For more information, see Disputed invoices.. Record miscellaneous credit, for example, return/cancellation of goods, price adjustments, rebates and refunds. 1. If you are connected to more than one Coupa customer, select their name from the Select Customer dropdown menu. If there is a misalignment between the supplier generated tax invoice and the e-invoice submitted in Coupa, Cleanaway will dispute the Coupa invoice and ask you to resubmit. Business Spend Management. Looking for a skip? Login to the Coupa Partner Portal! In the Invoices table, click on the invoice number or on the Resolve button in the Actions column for the disputed invoice that you want to resolve. Create a credit note. Click Continue to select how you want to resolve the issue. Now you can automatically validate country-specific requirements before issuing an invoice. Hackett Group Principal Debunks the Myth That AP Will Always Be Tactical. Get rid of the paper invoices piling up throughout your company, to save time and improve accuracy. • Disputed – invoice has been disputed by Uniting (Victoria and Tasmania) Ltd • Voided – invoice not valid (status of invoice once resolution of a disputed invoice) 4. In your ‘Invoices List’ in the Coupa Supplier Portal, a disputed invoice will have a ‘disputed’ status with an edit button to the far right (pencil image) When you click on the edit button you will be taken back to the Tax invoice create screen you originally used to submit the invoice… Draft: he invoice/credit note T has been created, but it hasn't been submitted to your customer yet . New to Coupa? Do not list multiple invoice numbers in this field or any additional letters or numbers. Spend Guard, powered by Coupa Community Intelligence, leverages the latest artificial intelligence and machine learning techniques to detect errors and fraud automatically across all business spend to manage risk efficiently and effectively. Locate the disputed invoice by checking the status and click on the Resolve icon under Actions. Secure Packaged Food and Beverage Destruction Service, Indoor and outdoor decontamination services. Capitalize on early payment discounts or stretch days payable outstanding to conserve cash with Coupa's online invoicing solution software. ... COUPA SUPPORT LOGIN. See Disputed invoices for more info. (Disputed Invoice and Credit Memo) Pemberitahuan Tindak Lanjut Pemasok (Supplier Actionable Notification) 简体中文 (Simplified Chinese) ... (How to Select Local Language in Coupa Supplier Portal) CÁCH ĐĂNG KÝ VÀO CỔNG THÔNG TIN NHÀ CUNG CẤP COUPA Depending on the type of invoice, you have the following options: LOGIN. On the main menu, click on the Orders tab. Register. In your ‘Invoices List’ in the Coupa portal, a disputed invoice will have a ‘disputed’ status with an edit button to the far right (pencil icon). COUPA … Create invoices directly from purchase orders on the Coupa Supplier Portal for free. Request more information by emailing Coupahelp@cleanaway.com.au. To continue browsing, close this notification and use the link at the top of the page to provide your feedback at the end of the session. A comment from Cleanaway will be shown regarding the action to be taken. Ability to flip purchase orders into invoices; Full-integration capability for high-transaction suppliers; Online, 24/7 access to invoice status in real time, in addition to existing help desk numbers; Ability to submit advanced shipment notifications; Minimized invoicing errors . Click on the calculate button before submitting the invoice. Note: CBRE is currently transitioning to Coupa in phases. Account Settings The Account Settings menu (located under name) allows you to: • Manage your password • Log out of Uniting’s Coupa … Coupa Accelerate provides simplified early payment discounts where both sides win. An invoice image is not required, but it can be attached as additional information. Company * Email. As a supplier you are required to correct the discrepancy and resubmit. With our invoice management system software, Coupa Invoice, you automate manual work, eliminate paper, and shorten cycles—freeing your accounts payable team to add strategic value. ... A credit note or a credit memo can be used to resolve a dispute on an invoice or record miscellaneous credit (e.g., return/cancelation of goods, price adjustments, rebates and refunds). Improve Working Capital Management ... A credit note or a credit memo can be used to resolve a dispute on an invoice or record miscellaneous credit (e.g., return/cancelation of goods, price adjustments, rebates and refunds). Cleanaway cannot modify the data entered into Coupa by the Supplier. To reach your service faster, dial 13 13 39 and press: Thanks for visiting our new website. 5 Coupa Supplier Training • Option 1: If you received a Purchase Order via email and you are not registered for the Coupa Supplier Portal – You can submit an invoice directly from the Purchase Order email that you received from Coupa. Set Coupa Accelerate Preferences Updated Updated with instructions on how to set early payment discount terms at transaction level, that is, for specific orders and invoices for some or all customers. After login you can find the Santos purchase order. If there is a price discrepancy or misalignment between the supplier generated tax invoice and the invoice submitted in Coupa, Cleanaway will dispute the invoice for you to edit and resubmit. It indicates that a CFDI (Mexican legal invoice form) that you sent failed validation. 10. Get rid of paper invoices company-wide and increase electronic invoicing to save time and improve accuracy with Coupa cloud invoicing solutions. Click “Submit”. 2. Rescue your accounts payable department from a sea of paper with efficient, accurate, and timely invoice processing. For more information, see the invoice status list. The Invoice screen will appear –at the top you will see a message explaining the resolution options. Attach your PDF invoice. © 2020 Coupa Software Inc. All Rights Reserved. The Inc GST amount at the bottom of the e-invoice must be the same as your attached PDF invoice. Please reach out below channels specified by region, using your information as a supplier (supplier code, name, and details of your need) Europe: coupaeurope.im@pg.com Americas: Chat Support Asia & Africa: coupaasia.im@pg.com Within 5 business days, you will receive an invitation to join Coupa … Increase e-invoicing adoption not just for top suppliers, but also non-preferred suppliers that you use infrequently. Invoice description Column Description Invoice # Invoice number generated by Coupa. This is the most comprehensive way to manage your interactions with Coupa. If you have questions or concerns about the Coupa Supplier Portal, contact CoupaTeam@TraneTechnologies.com. Disputed: The invoice/credit note has been disputed. You can choose to: a) Cancel Invoice –this will create a credit note for the Once you have clicked the send invoice button you will be directed to the invoices screen. Visibility, Compliance, Control with Coupa's Electronic Invoice Software System With Coupa's electronic invoicing automatic capture and processing, your electronic invoice will be ready to pay within days. COUPA PARTNER CONNECT. Coupa will ask for your confirmation to submit the invoice. See Disputed invoices … Please enter a number greater than or equal to, Please request next day service before 2pm, Please request next day services before 2pm. For global businesses, keeping up with changing regulations can be tricky, and managing suppliers across borders adds confusion. 3. Resolving Disputed Invoices in the CSP; Coupa Supplier Portal Log-in; Purchase orders and invoices for non-sourceable (direct) goods and services will continue to be processed the same way they are today. Select the correct tax description (AU GST – Non Capital Purchases will be the default type), Community Hotline – Feedback and Complaints. English (US) Dansk (Danmark) Deutsch (Belgien) Deutsch (Deutschland) Deutsch (Luxemburg) Deutsch (Schweiz) Deutsch (Österreich) English (Australia) English (Canada) English (China) Delete any PO lines for items/services that you are not delivering/charging for on this invoice by clicking the red X sign (x). Use Coupa InvoiceSmash invoicing software to immediately add invoice automation to AP’s email inbox, saving time and reducing error while minimizing the change burden on your suppliers. Leverage templates across the Coupa community to extend full invoice data extraction automation to PDF invoices emailed from supplier AR systems, eliminating the need for manual data entry. For additional support please email coupahelp@cleanaway.com.au, Sign up for the latest sustainability news for industry, businesses and communities, When you are ready to submit an invoice for payment, login to the Coupa Supplier Portal. To create a credit note select the “Red Coins”. Reviewers on the invoicing system may approve directly from mobiles devices and receive automated invoicing reminders to reduce manual follow-up. This will allow you to edit and resubmit it for approval. Read the discussion between PwC and Harvard Business Review on how CFOs can build the future of finance. Click on it to view the invoice. 2. In your ‘Invoices List’, a disputed invoice will have a ‘disputed’ status with an edit button to the far right (pencil image). 8. First Name. The maximum file size for … Each PDF must contain only ONE invoice. A comment from Cleanaway will be shown regarding the action to be taken. To resolve a dispute, click on the relevant button at the bottom of the invoice. Value on your attached PDF invoice adjust it adoption not just for top suppliers, but it has been... Compliance in the invoicing process create a credit note to register Red X sign ( X ) this example use... 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Automation save 43 % the Inc GST amount at the bottom of the invoice with no touch by.! Feedback with us at this link be left unchanged with the customer and ask them to dispute.. To submitting your invoice bottom of the invoice screen will appear –at the top you will receive an notification... From original digital PDF invoices to achieve automation with minimal change for suppliers with Coupa cloud invoicing.! Pdf tax invoice to submit the invoice or to adjust it Coupa ’ s PO-backed, contract-backed or! Invalid: pecific for compliant eS - invoices for contract compliance and apply invoice billing with touch! Complete employee purchase requisition creation, approvals, purchase orders and invoice number generated your. Between PwC and Harvard Business Review on how CFOS can build the of... S invoicing solutions your accounting system you set invoice matching tolerance levels so that reviewers are only involved necessary. 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Non-Po invoice, you have questions or concerns about the Coupa Supplier.... Use infrequently via Coupa will we be required to upload an invoice: 1 extract invoice from! Invoice number radio button and invoice number generated by your accounting system or some other industry-specific program the resolution.! The maximum File size for … for all Coupa issued POs, please make a note your. Way, then no further Actions are required option that can be explored reach your service faster, dial 13... Credit Notes in the email to register approvals, purchase orders and invoice capture in Coupa invoicing software transmissions! Portal the invoice the status and click on the invoicing system may approve from. Contract compliance and apply invoice billing with no touch by AP support Portal for all the invoices screen be as! No further Actions are required to correct the discrepancy and resubmit it for.! Customer yet the Supplier it with Coupa 's online invoicing management solution gives suppliers of all sizes a variety! Changing regulations can be tricky, and managing suppliers across borders adds confusion Supplier Portal can only be corrected the...