Invoice Management and Reporting

Course Description

This e-learning course aims to provide participants with the knowledge necessary to understand and use the configurable capabilities of the Coupa platform related to invoicing.

Participants experience a variety of learning content throughout the course with examples and case studies. To enhance and support learning, participants may request their own Coupa instance to follow the lab exercises offered throughout the course.

Audience Profile

This a great introductory class for anyone who works with or wants to learn about invoice management in Coupa's core platform. Roles include, but are not limited to, the accounts payable team, finance teams, and other project team members.

Learning Objectives

Upon completion of this course, you will be able to:

  • Manage Invoices throughout the entire Invoice Workflow-from Invoice Creation through Approval for Payment
  • Process Invoices sent by Suppliers through a variety of submission channels
  • Use the Invoice Inbox to process invoices
  • Flip a PO into an Invoice
  • Manage credit notes and handle disputes
  • Interpret Invoice statuses and other system interface labels
  • Determine the appropriate action to take when an Invoice is blocked or unable to be approved
  • Handle PO-Invoice-Receipt mismatches
  • Run reports on Invoices
  • Follow best practices for e-invoicing in the Coupa Platform

Content Outline

  • Course Forum Overview
  • Platform Foundations

BSM Basics: Business Spend Management

Invoice Management and Reporting

Certification

By completing/passing this course, you will attain the certificate Coupa Certificate of Completion.

FAQs

Invoices are seamlessly matched to approved POs with configurable tolerances and auto-approval. Coupa makes supplier adoption easy with the ability to flip POs to invoices at the click of a button, either through a supplier portal or email.

 

Coupa Procure purchasing software lets you easily track and manage orders in real-time, reducing cycle time and costs. Guide users to on-contract goods or services while providing flexible configuration rules to achieve compliance.

 

Critical features of Coupa include:

Expense management & payment support. Inventory management. Predictive spend analytics and data insights. Strategic sourcing & procurement

A: To attend the training session, you should have operational Desktops or Laptops with the required specification and a good internet connection to access the labs. 

A: Technical issues are unpredictable and might occur with you as well. Participants must ensure that they have the system with the required configuration and good internet speed to access online labs.

If the problem persists or you face any challenge during the class, you can report it to us or your trainer. In that case, Radiant would provide you with the recorded session of that particular day. However, those recorded sessions are not meant only for personal consumption and NOT for distribution or any commercial use.

A: Radiant Techlearning offers training programs on weekdays, weekends, and a combination of weekdays and weekends. You can always choose the schedule that best suits your need.

A: Once we receive your enrollment request, we will share the enrollment details with you to select and complete the enrollment process.

You can email us at the below email address (whichever is applicable) to know the upcoming schedule for a specific technology training program.

Individual:  training@radianttechlearning.com

Corporate: Corporate@radiantechlearning.com

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