Coupa Advanced

Introduction

Coupa Advanced is a new CSP subscription service. While the existing Verified subscription makes you more discoverable and helps you expand your business, Coupa Advanced streamlines the CSP experience of accounts receivable users.

With Coupa Advanced, you can send automatic notifications to your customers of unpaid invoices and receive weekly reports about changes to invoices. Also, instead of entering your invoices manually in both the CSP and QuickBooks or NetSuite, you can export your CSP invoices to QuickBooks or NetSuite, or export views of all your customers' invoices.

As a Coupa Advanced supplier, you can join the supplier community to collaborate with its members, learn and share best practices, and give feedback on future Coupa features.

Try Coupa Advanced

You can try Coupa Advanced for free for 30 days before you subscribe to it.

Go to Profile > Subscriptions or Invoices > Advanced, and click the Start Now button on the Sign up for your 30-day trial today! banner above the Advanced section.

You can also use the Start Free Trial button on the Invoices page.

The Get Advanced or Purchase Coupa Advanced buttons guide you to the regular subscription flow. For more information, see Manage your subscription below.

A banner message and an email notification with subject "Coupa Advanced Trial Enabled" confirm your registration. The email informs you of the renewal date of your subscription which is the start date of your annual subscription at the end of the 30-day trial period.

Email notifications remind you seven days before the trial period ends that "Your Coupa Advanced Trial is Ending Soon" and when "Your Coupa Advanced Trial has Expired".

You can cancel your subscription any time.

The number of new trials is limited to 1000 a month.

Manage your subscription

Go to Invoices > Invoices and click the Or Purchase Coupa Advanced link, or go to Invoices > Advanced and click the Purchase Coupa Advanced button.

In the appearing Advanced window, follow the instructions for subscription and enable the Advanced features to gain access to additional configuration options, for example, accounting software integration or scheduled automartic reminders and weekly reports.

As a Coupa Advanced supplier, you can:

• Export your Coupa invoices to QuickBooks or NetSuite hourly. (Connect)
• Schedule automatic reminders for your customers to notify them 3 days after the invoice due date to approve and pay your unpaid invoices. (Enable)
• Schedule weekly email reports to receive on any changes to your invoices made by your selected customers. (Enable)

Connect your Coupa and QuickBooks or NetSuite accounts

1. Log in to your accounting platform to authorize the sharing of your financial information.
2. Select your accouting software (QuickBooks or NetSuite).
3. Connect your QuickBooks or NetSuite account and authorize Coupa to access the data (accounts receivable, accounts payable, and financial summary information).

The QuickBooks Integration or NetSuite Integration table lists the names of your Coupa customers, QuickBooks or NetSuite customers (editable), the last invoice export date and time, and it has the option to turn auto-export on/off. 

Your QuickBooks or NetSuite customers are not linked by default; you need to link them by selecting their name from the dropdown. Once a customer is linked, auto-export turns on automatically (green toggle) and your invoices for that customer are exported hourly.

If you use NetSuite, every invoice line exported to NetSuite must match an item set up in your NetSuite account.

Unlike the QuickBooks integration, the NetSuite integration does not allow overriding the tax information in a Coupa invoice.

Depending on your customers' privacy settings, some invoices might not be available for exporting to QuickBooks or NetSuite.

You can also Disconnect from QuickBooks or NetSuite by clicking on the Settings (gear) icon in the top right corner.

Join the supplier community

Go to the Community tab and click the Join the Coupa Supplier Community button. If you do not have Coupa Advanced or you have its trial version, you can see the Purchase Coupa Advanced button.