Most Coupa products require a subscription to the Coupa Platform, a rich set of shared capabilities that span products, tie them together, create consistency, offer unique value, and enable customers to extend Coupa. The Coupa Platform comes in two different variants: Platform Standard and Platform Plus. Platform Plus contains all the functionality of Standard, plus some unique capabilities that help customers maximize value from Coupa and tailor the Platform to their unique business needs.
The Platform Standard subscription to the Coupa Business Spend Management Platform includes:
- One Sandbox Instance
- Community.AI: Insights (prescriptions, KPI benchmarks, etc.) & Connections (online community, Coupa Advantage, etc.)
- Extensible: Process Automator, Custom Fields, CoupaLink. Partner apps installed through the app marketplace
- Functional: Reporting and Insights, Contracts, Compliance, Workflow, Budgets, Artificial Intelligence, Open Buy
- Foundational: Master Data, Infrastructure & Security, UX, Administration, Integration, SSO, Mobility
The Platform Plus subscription to the Coupa Business Spend Management Platform includes all of the functionality above as well as these additional capabilities:
- Extensible: Embedded Apps, Custom Objects
- Functional: Project Management
If you are interested in learning more about the value Platform Plus can bring or upgrading to Platform Plus, please contact your Customer Value Manager (CVM).
- Table Of Contents
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Announcements and Release Notes
- HTTP Upgrade to Version 2.0
- SSL Certificate Renewal - October 2023
- Updating TLS Ciphers for Secure SSL Handshake
- Platform September 2022 Release (34.0.0) Planned Features List
- Core Platform September 2022 (34.0.0) Release Notes
- Core Platform September 2022 Updates (34.x.x) Release Notes
- Future Direction of the Coupa Platform
- Platform Features by Release
- Platform Plus
- Compliant Archive
-
Company setup
- Addresses
- Customize the platform
- Departments and commodities
- Legal Entities
- Setup Details
- User management
- Content Management
- Homepages
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Financial setup
-
Accounts
- Account Security
- Account Segment Locking
- Account Validation Rules
- Account Validation Rule Min/Max Error
- Add content groups to lookups
- Building Chart of Accounts when running different business entities
- Changing Chart of Accounts - Impact and Considerations
- Chart of Accounts
- Chart of Accounts Currency
- Default a Billing Account based on specific fields
- Dynamic Accounting vs. Account Strings
- Dynamic Insertion Accounting: Account Validation Rules
- Handling Multiple Bill-to Addresses
- Modifying Chart of Accounts Structure
- Billing Account Allocations in Coupa
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Budgets
- An Introduction to Budgets in Coupa
- Budget Alerts vs. Budget Remaining Checks
- Budget Integrations
- Budget Visibility Based on Role
- Capturing Spend Against Future Budgets
- How can I prevent purchasing against budget periods that have already passed?
- In-Flight Requisition Budget Checks
- Make a Budget Adjustment in Coupa
- Financial Counterparties
- Currencies and Exchange Rates
- Payment and Shipping Terms
- Taxes Setup
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Accounts
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Access and content security
- Getting Started
- Content Security
-
Custom Roles
- Add Split Billing for Users
- Custom role to display the invoice dashboard
- Read-Only Permission Sets
- Required Permissions for Bulk Loaders
- Restrict Access to the Account Picker
- Restrict the Accouting Supervisor Role
- Restrict the Buyer Role
- Restrict the User Role
- User: Allow a user to view and retrieve invoice image attachments on invoices under My Spend History
- User: Create custom role to allow budget report access
- User: Role permissions to allow end user to view receipt details
- User: Allow requester to send POs to supplier
- Reference docs
- Best Practices for Coupa Roles and Permissions
- API Keys
- Forms and webforms
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Workflows and Approvals
-
Notifications
- "Now You Know" Notifications
- Add @mentions to comments
- Custom Notification Footers
- Email Management
- How do I resend a notification for a requisition that is not approved yet?
- Receive News and Upgrade Notifications
- Integrate Microsoft Teams with Coupa
- Integrate Slack with Coupa
- Invoice Approval Notifications
- Manage Notifications (Admins)
- Manage Notifications (Users)
- Notification Preview and Customization
- Removing notifications from 'To Do' list on the homepage
- Get Coupa Notifications in Slack and Microsoft Teams!
- Why does a supplier not receive notification emails for paid invoices that are NON-PO Backed?
- Custom Notification Templates
- Process Automator
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Approvals
- Approvals
- Add approvers before yourself
- Approvals FAQ
- Approval Chains and Hierarchies
- Approval Chains Table Views
- Approval Chain Triggers
- Automatic Reminders and Escalations
- Buyer Action Workload Distribution and Filtering Notifications
- Bypassing Approvals
- Cases where an Ultimate Approver would be added
- Catalog Approvals
- Contract Forms Management Hierarchy
- Dynamic Account Custom Field
- Dynamic Approval Chains
- Dynamic Approvers and Watchers
- Dynamic Approvers and Watchers from Custom Fields
- Edit Expense as Approver System Role
- Email Approval Errors
- Enhanced Approval Chains
- Escalation Threshold
- Global Exception Handling for Approval Chains
- How Approval Chains work - How to use "Or" vs "And" Conditions
- How changes to approval chains impact reqs that are in pending approval status
- Independent Approval Reminders
- Insights for Approvers
- Invoice Approvals - Explained!
- Line-level Approval Condition Evaluation
- Line Level Tax Rate and Reference
- Mandatory comments when rejecting documents
- Multi-select Custom Fields as Approval Chain Conditions
- On Behalf of Requisition
- Parallel Approvals
- Remote Approvals via API
- Requisition Approvals in Coupa
- Self Approval Settings
- Skip Current Approver
- Split Approval Limits for Requisitions, Expenses, and Invoices
- Streamlined Approvals
- Submission Blocking Approval Chains
- Submission Warnings for Requisitions and PO Changes
- Submission Warning Approval Chains
- Ultimate Approvers - Approval Chains and Actions
- Using Invoice Types in Invoice Approval Chains
-
Notifications
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Data and Performance Management
- Ability to "Export To" in template format
- Data Sanitization for Sandbox Refresh
- Non-English UTF-8 Characters in CSV Loaders
- Historical Purchase Order and Invoice Loads
- Blanking out field values in flat file bulk loads
- Advanced Data Table Search and Filtering
- Coupa Table Bulk Loaders
- Data Storage and Retention
- Coupa Data Tables
- Scheduled Processes
- Importing Budget Lines with Dynamic Chart of Accounts
- Manage Your Coupa Instances
- Master Data Management
- Limited and Expanded Table Search Results
- Supported File Types and Sizes
- Supported Limits in Coupa - All Record Types
- Support Initiated Sandbox Refresh
- Tips on handling leading zeroes when downloading a CSV file to Excel
- Uploading User Account Via CSV - Support Locale Codes
- Using Loaders with Non-English Character Sets
- Platform Search
-
Reporting
- View Favorites
- Audit History and Revision Records
- Platform Views
- Dashboards
- Dashboard Controls
- How Accrual Report Fields are Calculated
- Manage Scheduled Reports
- Scheduled Reports
- Scheduled Reports Counter and Confirmation
- Standard Reporting
- Tracking Savings in Coupa
- Compare Sandbox and Production Configurations
-
Integrations
- Integration Control Center
- Integration Data Mappings
- Data Mapping Transformations
- Example Data Mapping Transformations
- API Keys
- API Response Filters
- API Response Filter Fields
- Call Outs
- Changing the 'exported' flag of an Invoice using the API
- Create a Corporate Card sFTP Account
- Coupa SFTP Public Keys
- Create an Integration
- Custom Field Namespacing
- cXML Error Monitoring
- cXML Notifications
- Enterprises and Multiple ERP Support
- Example API put to remove/delete purchase order line
- How to post a cXML invoice with "Misc" amount
- Single Sign-On (SSO) FAQ
- Instance Specific Integration Documentation
- Integration Contacts
- Integration Management
- Pause, Restart, and Manually Kick Off Integrations
- PGP Encryption for Flat Files Integrations
- Purchase Order cXML and Legal Entity Name
- Replacing an Expiring SSL Certificate for SAML SSO
- Sample API Call in .NET
- Sending cXML as a Third Party
- Single Sign On: SAML Made Simple
- The Coupa OpenAPI
- Use SSO with Direct Coupa Sign In
- Work with Integration Warnings
-
General
- Quick Reference Materials
- Coupa Acknowledgements
- Coupa Cipher Suites
- CSP for Suppliers (Spanish)
- Elasticsearch
- Risk and Performance Management
- Supported Languages in Coupa
- Support Access to Customer Production Environments
- The Coupa Community Forum
- What is the minimum screen resolution I need to have in order to use Coupa?
- Which email addresses should I use for testing?
- Whitelist Domains for Coupa Access
- cXML POs failures - AU region
- Revision Records refactor
- Coupa Glossary