Budgeting Application

Real-Time Budget Visibility

Coupa’s budgeting application makes it easy to monitor budget compliance in real time. Each time an approver is asked to approve a purchase, the impact to budget is shown in context. With Coupa’s budgeting application, budget owners can view budget compliance in real time directly from the dashboard. It’s easy to drill down to any of the individual transactions that impacted the budget.

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Benefits

Keep budget owners in the loop

Coupa’s budgeting application provides a budget owner approval functionality that ensures that budget owners are brought into the approval process for line items that are charged against their budget. Both requesters and approvers can see the budget impact of purchases at checkout and during approval.


Comprehensive visibility

With Coupa’s budgeting application, budget owners get visibility into all transactions that impact their budgets, all in real time, regardless of how the money is spent.  In addition to on-PO spend coming through the Procurement process, non-PO spend from Invoicing and Expensed spend is available for budget compliance reporting.


Prevent overspending with real-time alerts

Define rules to alert you when total spend exceeds a certain amount, or when a percentage of a specific budget is consumed. When the alarm sounds, use your budget reports and dashboards to see where you can make adjustments to stay on track.


View in-flight requests

When budgets are nearly exhausted and multiple transactions are in flight, budget owners may need to prioritize pending transactions to separate those which must be approved immediately from those which can wait.  Monitoring in-flight requisitions and their potential impact to budgets is easy with Coupa’s budgeting application.


Auto-adjust to downstream events

You’ve started with the order, but now you’ve had price changes, additions, delays and more. Later the invoice comes in with its details. All the events, including closing the purchase order, get validated against the budget to do automatic adjustments. Your budget remaining always reflects actual spending, not an estimate.


Budget rollup reports

With Coupa's budgeting application, budget reports roll up in the hierarchy you define, and can be drilled into for the full detail of every purchase or transaction credited to each and every budget. That means a full audit trail of who submitted the requisition, who approved it, and when the order was placed – all accessed from the budgets you are managing.

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