Coupa Advanced
Coupa Advanced is an optional, premium subscription for suppliers using the Coupa Supplier Portal (CSP), designed to enhance your efficiency, streamline communication with customers and unlock powerful tools not available in the standard portal.
Why choose Coupa Advanced?
Here’s what’s available to our Advanced suppliers:
- Invoicing All View:
Quickly access and filter all your invoices across customers in one place. You can also export the list as a CSV for easier reporting.
For more information, see View and Manage Invoices. - Single Sign-On (SSO) Integration:
Integrate your company’s SSO with the Coupa Supplier Portal for simplified login and access management. To set this up, you’ll need to be an account Admin.
For more information, see the header below. - QuickBooks Online & Netsuite Integration:
Seamlessly sync your invoices by connecting your Coupa account with QuickBooks Online or Netsuite.
For more information, see the header below. - Invoice Auto-Reminders:
The CSP will automatically send reminder emails to your customers for any unpaid invoices, 3 days after the due date. - Scheduled Weekly Reports:
Choose the customer(s) you’d like to receive invoice summary reports for and have them delivered to your inbox weekly. - Exclusive Supplier Community Access:
Connect with other suppliers, get product insights from Coupa experts, ask questions and more!
If you’re an Admin, you’ll find the Supplier Community under the More… tab.
Try Coupa Advanced free for 30 days - no commitment required.
How to start the Coupa Advanced free trial?
Follow the next steps to start your trial:
- Go to Profile > Subscription or Invoices > Advanced
- Click Start Now on the Sign up for your 30-day trial today! banner
- Or, use the Start Free Trial button on the Invoices tab
After registration, you’ll receive an email titled “Coupa Advanced Trial Enabled” with details about your renewal. Your subscription will auto-renew unless cancelled before the trial ends.
Trial availability is limited to qualifying suppliers. If you don’t see the trial option, please contact verified@coupa.com .
Purchase or manage your subscription
You can subscribe any time, with or without using the free trial. To purchase:
- Go to Invoices > Invoices and click Purchase Coupa Advanced
- Go to Invoices > Advanced and click Purchase Coupa Advanced, or
- Go to Business Profile > Subscriptions and click Get Advanced
- Once subscribed, configure your new features, such as connecting accounting software or selecting customers for reports, under the relevant setup menus. Some features are enabled automatically; others may require manual setup.
Admin permissions may be required to purchase, modify or cancel your Advanced subscription.
Single Sign-On (SSO) integration
Advanced subscribers can configure SSO for secure and streamlined logins.
How to set up SSO:
- Download your identity provider’s SAML metadata file.
- Log in as a CSP Admin.
- Navigate to Admin > Single Sign-On Setup.
- Upload the metadata file and click Save.
While the metadata file upload is taking place, please wait for it to be completed. - Once the connection is confirmed, all users will log in via your SSO provider - no separate CSP password required.
During the upload process, you’ll see a green check mark next to the metadata file name with the Entity ID and Primary Certificate information displayed.
When the process is complete, the SSO page refreshes with a green banner confirming that your SSO provider is successfully connected. An Active status will show next to the certificate expiration date.
Once connected, your users access their CSP account through the SSO provider. When they sign in to the CSP from the Login page, they provide their email address and then continue the login process through the SSO provider. A separate password for the CSP is no longer required.
Update or remove SSO
As a CSP Admin user, you can update, disable or remove your SSO integration.
- To update: Remove the existing provider and upload a new SAML file
- To disable temporarily: Use the Disable button in the SSO Setup Page
- To remove permanently: Use the Remove button in the SSO Setup Page
If your SSO certificate expires, all users lose access to the CSP. Admin(s) will receive a reminder via email before the expiration date: before the certificate expires, remove your SSO provider and reupload your SAML file. Contact supplier@coupa.com for assistance in restoring access.
If SSO is disabled, the user(s) of your CSP account need to reset their passwords. When they go to the CSP Login page, they need to provide their email address and a new password to access the account.
QuickBooks Online & Netsuite integration
Coupa Advanced allows you to connect with QuickBooks Online or Netsuite to sync invoice data automatically. To configure the integration:
- From the Advanced tab under Invoices, select your accounting solution (QuickBooks Online or Netsuite).
- Log in to your accounting platform to authorize the sharing of your financial information.
- Authorize Coupa to access relevant data (accounts receivable, accounts payable, and financial summary information).
The QuickBooks Online or NetSuite Integration table lists the names of your Coupa customers, QuickBooks Online or NetSuite customers (editable), the last invoice export date and time, and it has the option to turn auto-export on/off.
Your QuickBooks Online or NetSuite customer(s) 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 and invoices for that customer are exported hourly. Only invoices submitted to the customer will be exported.
For Netsuite users: All invoice lines must match items in your Netsuite system. Tax data cannot be overridden.
Depending on your customers' privacy settings, some invoices might not be available for exporting to QuickBooks or NetSuite.
You can also Disconnect from QuickBooks Online or NetSuite by clicking on the Settings (gear) icon in the top right corner.
The integration only works with one accounting platform. If you choose to connect another platform, the current integration will be disconnected, and the existing mapping information will be lost.
Join the supplier community
To join the Supplier Community, follow the next steps:
- Select the More… tab in the CSP.
- Select the Community option.
- Click Join the Coupa Supplier Community.
If you’re using the trial version or haven’t subscribed yet, you’ll also see the Purchase Coupa Advanced button here.
Need help?
For questions about your Advanced subscription or to learn more, contact us at verified@coupa.com.