Save Money With Invoice Automation
Invoicing can be as expensive and error-prone as the purchasing process, but not with Coupa. With Coupa, your accounts payables (AP) can automate all the steps in invoice processing from invoice entry and exception processing to invoice approval and accrual reports. The goal is to alleviate burden on AP through automation that fits your business processes.
Invoice Entry
Your AP or suppliers can quickly flip over a PO to create an invoice with a few clicks. For non-PO invoices AP can simply enter a paper based invoice and submit it for approval. If you scan invoices, Coupa can help AP process and store the scanned images as well.
Additionally, with Coupa’s cXML and EDI integration, suppliers can submit invoices electronically. All invoices are run through your invoice matching rules and AP can focus only on exceptions processing. And for suppliers unable to support cXML integration, they can still submit paperless invoices through the Coupa Supplier Network.
Invoice Matching
You have a complete control over advanced matching and tolerance rules. As soon as the invoice is submitted, Coupa churns through the numbers, determines if it can be immediately approved or put on hold. On hold notifications are dispatched to appropriate people to review. A scan of the invoice can even be passed through to validate the invoice.
Enforce 3-way matching to ensure proper payment to suppliers. Auto-generate alerts to remind users to record receipts of goods and services.
Invoice Approval
Your rules set the workflow in motion. Approval management is the heart of your invoice processing process, especially for non-PO invoices. You want the right people to review and approve invoices before you make the payment. Your business rules might be complex, but the last thing you want is to require an IT 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.
Coupa simplifies approval tasks as well. Approvers do not have to log into Coupa, they can simply approve or reject invoices directly from their email inbox. You can also remind the approver to take action by resending an email for any invoice that is pending approval.
Managing Payments
Save yourself and suppliers the time and headaches of searching for the invoice status. Leverage Coupa’s new invoice payment fields to communicate the payment details for an invoice. Simply check the payment details on your invoice and see the amount paid, check or reference #, and payment date. And for invoices with multiple payments, you can quickly get a history of payments against the invoice.
Reports and Dashboards
Generate accurate accrual reports and create custom views with a few clicks rather than involving ever busy IT. For those who need views beyond dashboard and other pre-configured reports, Coupa provides one-click Excel download functionality to export the data you need for additional insight.
Key Features
- Support for PO and Non-PO Invoices
- 1-click create invoice from open purchase orders
- Support for electronic invoices through cXML, EDI , CSV or open API
- Support for paper invoice processing
- Supplier entry of invoice through Coupa Supplier Network
- Split invoicing to easily add the same PO line to an invoice multiple times
- Capture sales tax, shipping and other charges
- 2-way, 3-way or no matching options
- Configurable tolerance rules
- Approval workflows for PO and non-PO based invoices
- Approval queue for exceptions
- Invoice approvals via email
- Reminders for pending approvals
- Confirm receipt notification if missing receipt
- Easily track payments against an invoice
- Support for Credit and debit memos



















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