Flexible Approval Management

Simple to Setup

Approval management is at the heart of your procurement system. You want the right people to review and approve purchase requests before you make the commitment to buy. Your business rules might be complex, but the last thing you want is to require some technical project to implement your rules. With Coupa, every rule from management hierarchy to self-approval to condition-based scenarios is configured through the user interface by a business user.

Defining approval hierarchies and individual spending limits is fast and easy in Coupa Quickstart.

In Coupa, it’s easy to see the approval chain on a requisition - even before it’s submitted.

Coupa’s passion for saving users time and effort is evident when you see how simple it is for approvers to review, at a glance, all critical information about a purchase request. In an email notification, the approver is able to see summary info at the top and all pertinent details at the bottom. Users can also add comments when approving or rejecting via email.

Approvals on the Go

Today’s workforce is mobile and distributed, and Coupa fits that model.  Whether you are in your office, on a train, shuffling between meetings, you can review purchase requests awaiting your approval and immediately approve or reject.  All approvals can be done via email and common mobile devices like a Blackberry or iPhone.  With a simple reply, the system has your approval within seconds.

You don't need to log into Coupa to review and approve (or reject) requisitions. Ready to approve? Just do it in the email.

Don't stop at email, though. You can act on spending requests through mobile devices like the Blackberry and iPhone.

See Your Rules At A Glance

Once your approval rules are created, have Coupa generate a visualization of your approval logic.  Print it out and you’ve got your handy cheat sheet to know how every requisition in the system will travel.

With Coupa, it's easy to visualize the approval logic for the organization, and download it to PDF for easy reference.

 

 

Eliminate Approval Bottlenecks

Instead of waiting for one person to take action on a request, you can now send approval notifications to a group of people. The entire group is notified when a requisition is submitted for approval. Once action is taken by any of the group members, the request will automatically move to the next step in the process.

Using approval groups grants approval priviledges to multiple individuals.