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Coupa Success Portal

6.1 Single-Line Expense Report Outbound

Using API

  1. Create a single-line Expense Report in Coupa.

  2. Approve for payment the Expense Report in Coupa.

  3. The ERP Connector platform should trigger an API call to Coupa using API GET to query Coupa for "approved for payment" and "not exported" expenses.

  4. The Expense Report is created in ERP.

  5. The payment is triggered in ERP.

GET

https://<instance>/api/expense_reports?status=approved_for_payment&exported=false

This API call queries all "not exported" and "approved for payment" Expense Reports.

Note that the Coupa Best Practice is to store the Coupa Expense Report ID in the ERP Connector/ERP, so the payment can be made directly without querying Coupa for the Expense Report ID.

Using CSV

  1. Create a single-line Expense Report in Coupa.

  2. Approve for payment the Expense Report in Coupa.

  3. Coupa exports the Expense Report to the /Outgoing/ExpenseReports folder on the sFTP site.

  4. The ERP Connector platform should pick up the file and process it.

  5. The file should be removed from the Coupa sFTP server.

  6. The Expense Report is created in ERP.

  7. The payment is triggered in ERP.
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