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Coupa Success Portal

Invoices Export

Overview

The Invoice Export process from Coupa queries for all Invoices that are approved and have NOT been exported. The frequency of the integration run is once every hour. The generated files will be placed into ./Outgoing/Invoices on the Standard SFTP setup. Once the files are successfully placed into the sFTP folder the invoices will be marked/flagged as exported.

Export of these records is included as a Standard CSV Export.

Voids

Voided Invoices can also be exported and will be placed into ./Outgoing/Invoices/. Currently this is the only change to an Invoice that is captured in the integration.

Row Types

The invoice export file can contains the following types of rows, each with its own column format:

  • Invoice Header
  • Invoice Line
  • Invoice Line Allocation
  • Invoice Charge
  • Invoice Charge Allocation
  • Tax Line
  • Withholding Tax Line
  • Matching Allocation
  • Failed Tolerance

Invoice header columns

# Column Name Description Type Req/Unique  
1 type Describes the type of row. Possible values are Header, Line, or Line Split or Tax Line. - No/No  
2 id The unique identifier Coupa assigned to the invoice. integer(11) No/No  
3 created-at When the invoice was created in the format YYYY-MM-DDTHH:MM:SS+HH:MMZ. datetime No/No  
4 updated-at When the invoice was last updated in the format YYYY-MM-DDTHH:MM:SS+HH:MMZ. datetime No/No  
5 status The current status of the invoice. Possible values are: new, ap_hold, draft, on_hold, pending_receipt, disputed, pending_approval, approved, voided, booking_hold, save_as_draft string(50) No/No  
6 internal-note Text field for comments made by employees. Not visible to the supplier. text No/No  
7 invoice-date The date of the invoice in the format YYYY-MM-DDTHH:MM:SS+HH:MMZ. datetime Yes/No  
8 invoice-number The user-created invoice number. string(40) Yes/No  
9 line-level-taxation Flag indicating if the invoice has taxes at the line level. True or False. If True, adds fourth header: Tax Line. boolean Yes/No  
10 supplier-note Text field for comments from the supplier. Visible to both Coupa users and the supplier. text No/No  
11 header-tax-amount The amount of tax calculated on the invoice summary. decimal No/No  
12 header-tax-rate The tax rate indicated on the invoice summary. string(255) No/No  
13 header-tax-code The tax rate code for the invoice summary tax rate. Must match an existing tax rate code within Coupa. string(255) No/No  
14 paid Flag indicating if the invoice was paid or not. Manually set. True or False. Default is False. boolean No/No  
15 payment-date The date of the invoice was marked as paid in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No  
16 payment-notes Text field for comments on the payment. Visible only to Coupa users. text No/No  
17 exported Flag indicating if the invoice was exported to the ERP. True or False. boolean No/No  
18 account-type-id The unique identifier Coupa assigned to the Chart of Accounts. integer No/No  
19 account-type-name The name of the Chart of Accounts within Coupa. string(50) No/No  
20 payment-term The payment term code on the invoice. string(255) No/No  
21 handling-amount Summary handling amount added to the invoice by the supplier. decimal(32,4) No/No  
22 misc-amount Summary charge added to the invoice by the supplier. decimal(32,4) No/No  
23 shipping-amount Summary shipping charge added to the invoice by the supplier. decimal(32,4) No/No  
24 total The total amount of the invoice, including all summary amounts. decimal(46,20) No/No  
25 currency The currency code of the transaction. string(6) No/No  
26 accounting-total-amount The total amount of the invoice using the Chart of Accounts currency. Doesn't include line and summary amounts. decimal(30,4) No/No  
27 accounting-total-currency The currency code of the Chart of Accounts. string(6) No/No  
28 supplier-id The unique identifier Coupa assigned to the supplier. integer(11) Yes/No  
29 supplier-name The name of the supplier. string(100) No/No  
30 supplier-number The number of the supplier. string(255) No/No  
31 created-by-email The email address of the user who created the invoice. string(255) No/No  
32 created-by-employee-number The employee number of the user who created the invoice. string(255) No/No  
33 created-by-login The login name of the user who created the invoice. string(255) No/No  
34 updated-by-email The email address of the user who last updated the invoice. string(255) No/No  
35 updated-by-employee-number The employee number of the user who last updated the invoice. string(255) No/No  
36 updated-by-login The login name of the user who last updated the invoice. string(255) No/No  
37 attachment-texts The URLs of the attached files. The files can be set to the supplier, but cannot be downloaded as part of the CSV export. string(255) No/No  
38 comments Not currently used. string(255) No/No  
39 remit-to-address-code Remit to Address Code string(255) No/No  
40 remit-to-address-attention Remit to Address Attention string(255) No/No  
41 remit-to-address-street1 Remit to Address Line 1 string(100) No/No  
42 remit-to-address-street2 Remit to Address Line 2 string(100) No/No  
43 remit-to-address-city Remit to Address City string(50) No/No  
44 remit-to-address-state Remit to Address State string(50) No/No  
45 remit-to-address-postal-code Remit to Address Postal Code string(50) No/No  
46 remit-to-address-country-code Remit to Address Country Code string(4) No/No  
47 remit-to-address-country-name Remit To Address Country Name string(100) No/No  
48 remit-to-address-name Remit To Address Name string(255) No/No  
49 remit-to-address-vat-number The VAT number associated with the remit-to address (for tax and compliance purposes). string(255) No/No  
50 remit-to-address-vat-country-code The country code for the remit-to address (for tax and compliance purposes). string(4) No/No  
51 remit-to-address-vat-country-name The country name for the remit-to address (for tax and compliance purposes). string(100) No/No  
52 supplier-vat-number The VAT number of the supplier. string(255) No/No  
53 supplier-vat-country-code The VAT country code of the supplier. string(4) No/No  
54 document-type The type of document. Possible values are Invoice or Credit Note, or nil. string(255) No/No  
55 original-invoice-number The credit note must refer to the original invoice. Required if document-type is set to Credit Note. string(40) Yes/No  
56 original-invoice-date The date that the original invoice was issued. datetime Yes/No  
57 bill-to-address-legal-entity-name The legal name of the bill-to address company. This is often different the then company name string(255) No/No  
58 bill-to-address-attention The contact person at the bill-to address. string(255) No/No  
59 bill-to-address-street1 The first bill-to address line. string(100) No/No  
60 bill-to-address-street2 The second bill-to address line. string(100) No/No  
61 bill-to-address-city The bill-to address city. string(50) No/No  
62 bill-to-address-state The bill-to address state. string(50) No/No  
63 bill-to-address-postal-code The bill-to address zip or postal code. string(50) No/No  
64 bill-to-address-country-code The bill-to address country code. string(4) No/No  
65 bill-to-address-country-name The bill-to address country name. string(100) No/No  
66 bill-to-address-name The user-friendly name given to the bill-to address to make it more easily identifiable. string(255) No/No  
67 ship-to-address-attention The contact person at the bill-to address. string(255) No/No  
68 ship-to-address-street1 The first ship-to address line. string(100) No/No  
69 ship-to-address-street2 The second ship-to address line. string(100) No/No  
70 ship-to-address-city The ship-to address city. string(50) No/No  
71 ship-to-address-state The ship-to address state or province. string(50) No/No  
72 ship-to-address-postal-code The ship-to address zip or postal code. string(50) No/No  
73 ship-to-address-country-code The ship-to address country code. string(4) No/No  
74 ship-to-address-country-name The ship-to address country name. string(100) No/No  
75 ship-to-address-name The user-friendly name given to the ship-to address to make it more easily identifiable. string(255) No/No  
76 supplier-remit-to-code The name/code given to the supplier remit-to address by the supplier string(255) No/No  
77 supplier-remit-to-supplier-name The user-friendly name given to the remit-to address by the supplier to make it more easily identifiable string(255) No/No  
78 supplier-remit-to-street1 The supplier-created remit-to first address line. string(255) No/No  
79 supplier-remit-to-street2 The supplier-created remit-to second address line. string(255) No/No  
80 supplier-remit-to-city The supplier-created remit-to city. string(255) No/No  
81 supplier-remit-to-state The supplier-created remit-to state. string(255) No/No  
82 supplier-remit-to-postal-code The supplier-created remit-to zip or postal code. string(255) No/No  
83 supplier-remit-to-country-code The supplier-created remit-to country code. string(4) No/No  
84 supplier-remit-to-country-name The supplier-created remit-to country name. string(100) No/No  
85 Fiscal Rep. Name Fiscal Rep. Name string(255) No/No  
86 Fiscal Rep. VAT ID Fiscal Rep. Vat Id string(255) No/No  
87 Fiscal Rep. Address Code Fiscal Rep. Address Code string(255) No/No  
88 Fiscal Rep. Address Street 1 Fiscal Rep. Address Street 1 string(100) No/No  
89 Fiscal Rep. Address Street 2 Fiscal Rep. Address Street 2 string(100) No/No  
90 Fiscal Rep. Address City Fiscal Rep. Address City string(50) No/No  
91 Fiscal Rep. Address State Fiscal Rep. Address State string(50) No/No  
92 Fiscal Rep. Address Postal Code Fiscal Rep. Address Postal Code string(50) No/No  
93 Fiscal Rep. Address Country Code Fiscal Rep. Address Country Code string(4) No/No  
94 discount_due_date The date the invoice needs to be paid by in order to get the early-payment discount. Calculated by Coupa based on payment-term in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No  
95 net_due_date The date the invoice needs to be paid by. Calculated by Coupa based payment-term in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No  
96 discount_amount The value of the discount if the invoice is paid by the discount_due_date. Calculated by Coupa basedtotal and payment-term. decimal(32,4) No/No  
97 late-payment-penalties Late Payment Penalties string(255) No/No  
98 margin-scheme A reference to the margin scheme used string(255) No/No  
99 cash-accounting-scheme-reference A reference to the cash accounting scheme used string(255) No/No  
100 exchange-rate Exchange Rate decimal(30,9) No/No  
101 pre-payment-date Pre-Payment Date datetime No/No  
102 reverse-charge-reference Reverse Charge Reference (Not recommended for use because it conflicts with reverse charge and tax reference implementation at the line level.) string(255) No/No  
103 discount-percent Discount % float No/No  
104 credit-note-differences-with-original-invoice Credit Note differences with Original Invoice decimal(30,4) No/No  
105 customs-declaration-number Customs Declaration Number string(255) No/No  
106 customs-office Customs Office text No/No  
107 customs-declaration-date Customs Declaration Date datetime No/No  
108 payment-order-reference A code given by banks to use it instead of a bank account transfer. string(255) No/No  
109 advance-payment-received-amount Amount of advance payment received decimal(30,4) No/No  
110 series The serial number used by the Company for internal control of the information. string(255) No/No  
111 folio-number The internal folio number used by the Company. string(255) No/No  
112 use-of-invoice The purpose invoice is going to be used for. string(255) No/No  
113 form-of-payment The specific code in accordance with a catalogue: cash, check, transfer of funds, etc. string(255) No/No  
114 type-of-receipt Type of the invoice: income, expense, transfer, payroll or payment. string(255) No/No  
115 payment-method Installments or lump sum payments. string(255) No/No  
116 issuance-place Issuance Place string(255) No/No  
117 confirmation This is a unique number provided by the Tax Authorities or the PAC. string(255) No/No  
118 withholding-tax-override Withholding Tax Override decimal(30,3) No/No  
119 type-of-relationship Relationship of this document to its parent invoice. Chosen from a catalog. string(255) No/No  
120 gross-total Gross Total decimal No/No  
121 registered-company-registration-number Registration number of the registered company string(255) No/No  
122 registered-company-place-of-registration Place of registration of the registered company string(255) No/No  
123 registered-company-type The type of the registered company string(255) No/No  
124 registered-company-managing-directors A list of managing directors of the registered company string(255) No/No  
125 credit-reason The reason of creating the credit string(255) No/No  
126 registered-company-permit-number Permit number of the registered company string(255) No/No  
127 registered-company-permit-date Permit date of the registered company string(255) No/No  
128 registered-company-liquidator-name Liquidator name of the registered company string(255) No/No  
129 registered-company-share-capital Share capital of the registered company string(255) No/No  
130 Tax Nature Estonia compliance required field string(255) No/No  
131 registered-company-unique-shareholder Unique shareholder of the registered company string(255) No/No  
132 registered-company-liable-company Liable company of the registered company string(255) No/No  
133 registered-company-tax-regime Tax Regime of the registered company string(255) No/No  
134 registered-company-legal-status Legal status of the company (for tax and compliance purposes). string(255) No/No  
135 QST Registration Number QST Registration Number string(255) No/No  
136 Authorised Person Authorised Person string(255) No/No  
137 Authorised Person Address Authorised Person Address string(255) No/No  
138 Authorised Person VAT ID Authorised Person VAT ID string(255) No/No  
139 Date of Registration Date of Registration string(255) No/No  
140 Sole Registration Code Sole Registration Code datetime No/No  
141 origin-currency-net Net Amount in local currency decimal(32,4) Yes/No  
142 taxes-in-origin-country-currency Tax Amount in local currency decimal(32,4) Yes/No  
143 origin-currency-gross Gross Amount in local currency decimal(32,4) Yes/No  
144 self-billing-reference Self billing reference - used for compliant countries like The Netherlands string(255) No/No  
145 registered-company-legal-type Legal type of the company (for tax and compliance purposes). string(255) No/No  
146 registered-company-registered-seat Registered seat of the company (for tax and compliance purposes). string(255) No/No  
147 registered-company-chairman-of-the-board Name of the chairperson of the board (for tax and compliance purposes). string(255) No/No  
148 registered-company-court-of-registration Court where the company is registered (for tax and compliance purposes). string(255) No/No  
149 registered-company-liquidation-remark Remark if the company is in liquidation (for tax and compliance purposes). string(255) No/No  
150 registered-company-commercial-register-number Commercial register number of the company (for tax and compliance purposes). string(255) No/No  
151 Disputed Invoice Number Disputed Invoice Number string(40) No/No  
152 Channel Channel the invoice was created from string(255) No/No  
153 Taxable Amount Taxable Amount decimal(32,4) No/No  
154 invoice-from-code The name/code given to the supplier invoice-from address by the supplier. string(255) No/No  
155 invoice-from-supplier-name The user-friendly name given to the invoice-from address by the supplier to make it more easily identifiable string(100) No/No  
156 invoice-from-street1 The supplier-created invoice-from first address line. string(100) No/No  
157 invoice-from-street2 The supplier-created invoice-from second address line. string(100) No/No  
158 invoice-from-city The supplier-created invoice-from city. string(50) No/No  
159 invoice-from-state The supplier-created invoice-from state. string(50) No/No  
160 invoice-from-postal-code The supplier-created invoice-from zip or postal code. string(50) No/No  
161 invoice-from-country-code The supplier-created invoice-from country code. string(4) No/No  
162 invoice-from-country-name The supplier-created invoice-from country name. string(100) No/No  
163 ship-from-code The name/code given to the supplier ship-from address by the supplier string(255) No/No  
164 ship-from-supplier-name The user-friendly name given to the ship-from address by the supplier to make it more easily identifiable string(100) No/No  
165 ship-from-street1 The supplier-created ship-from first address line. string(100) No/No  
166 ship-from-street2 The supplier-created ship-from second address line. string(100) No/No  
167 ship-from-city The supplier-created ship-from city. string(50) No/No  
168 ship-from-state The supplier-created ship-from state. string(50) No/No  
169 ship-from-postal-code The supplier-created ship-from zip or postal code. string(50) No/No  
170 ship-from-country-code The supplier-created ship-from country code. string(4) No/No  
171 ship-from-country-name The supplier-created ship-from country name. string(100) No/No  
172 supplier-tax-registration-number The supplier-created supplier-tax-number. string(255) No/No  
173 supplier-tax-registration-country-code The supplier-created supplier-tax-registration country code. string(100) No/No  
174 supplier-tax-registration-country-name The supplier-created supplier-tax-registration country name. string(4) No/No  
175 supplier-tax-registration-local The supplier-created supplier-tax-registration local indicator. boolean No/No  
176 buyer-tax-registration-number The buyer-created buyer-tax-number. string(255) No/No  
177 buyer-tax-registration-country-code The buyer-created buyer-tax-registration country code. string(100) No/No  
178 buyer-tax-registration-country-name The buyer-created buyer-tax-registration country name. string(4) No/No  
179 buyer-tax-registration-local The buyer-created buyer-tax-registration local indicator. boolean No/No  
180 delivery-date The date of supply in the format YYYY-MM-DDTHH:MM:SS+HH:MMZ. datetime No/No  
181 registered-company-license-number Company License Number   No/No  
182 registered-company-register-legal-entities Register Legal Entities   No/No  
183 registered-company-name Registered Company Name   No/No  
184 dispute-method Dispute Method, Possible values are: Auto, Manual string(10) No/No  
185 date-received The date when the invoice is received by enterprise via email date No/No  
186 sender-email The sender email who sent the invoice to enterprise via email   No/No  
187 inbox-name Inbox which the invoice was received into   No/No  
188 amount-due Amount due to the supplier - Invoice Total without withholding and customer accounting taxes   No/No  
189 tax-due-to-supplier Tax due to the supplier decimal(46,6) No/No  
190 customer-accounting-tax Customer accounting tax decimal(46,6) No/No  
191 payment-channel Where the invoice payment will be handled. Examples are ERP, Coupa Pay Virtual Card, Coupa Pay Invoice string(255) No/No  
192 status New allowable type: abandoned      
193 gross-total-less-discount Total less discount decimal(46,20) No/No any
194 net-total-less-discount Net total less discount decimal(46,20) No/No any
195 total-taxes-less-discount Total taxes less discount decimal(46,20) No/No any
196 customer-accounting-tax-less-discount Customer accounting tax less discount decimal(46,20) No/No any
197 amount-due-less-discount Amount due less discount decimal(46,20) No/No any 
198 invoice_reference_number The Invoice Reference Number (IRN) is a unique ID generated using SHA256 algorithm and based on the parameters GST reg number, document number, financial year, and document type string(255) No/No any

 

Invoice line columns

# Column Name Description Type Req/Unique Allowable Values
1 type Describes the type of row. Possible values are Header, Line, Line Split, Tax Line, or Payment. - No/No Line
2 invoice-id The unique identifier Coupa assigns to the invoice. integer(11) No/No Any
3 invoice-line-id The unique identifier Coupa assigns to the invoice line. integer(11) No/No Any
4 created-at When the invoice line was created at in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
5 updated-at When the invoice line was last updated at in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
6 total The total amount of the invoice, including all distributed summary amounts. decimal(46,20) No/No Any
7 accounting-total The total amount of the invoice line using the Chart of Accounts currency. decimal(30,3) No/No Any
8 accounting-total-currency The currency code of the Chart of Accounts. string(6) No/No Must exist in Coupa
9 line-num The line number of the invoice line, as it appears on the invoice. Line numbers aren't necessarily listed sequential, but will appear sequentially on the invoice. integer(11) No/No Any
10 description The invoice line description, usually taken from the description of the item. string(255) Yes/No Any
11 order-header-num

The Coupa ID for the PO header.

string(20) No/No Any
12 order-header-requested-by-email The email address of the user who created the corresponding purchase order. string(255) No/No Any
13 order-header-requested-by-employee-number The employee number of the user who created the purchase order. string(255) No/No Any
14 order-header-requested-by-login the username of the person who created the purchase order. string(255) No/No Any
15 order-line-id The unique identifier Coupa assigns to the corresponding line on the purchase order (if any). integer(11) No/No Any
16 order-line-num The line number of the corresponding purchase order line (if any). integer(11) No/No Any
17 order-line-commodity The commodity ID of the line item on the purchase order (if any). integer(11) No/No Any
18 price The price of the order line item. decimal(46,20) Yes/No Any
19 quantity The quantity of the order line item. decimal(30,6) No/No Any
20 uom The unit of measure code. it must already exist in Coupa. string(6) No/No Any
21 price-per-weight The price per weight of the order line item. decimal(30,6) No/No Any
22 net-weight The net weight of the order line item. decimal(30,6) No/No Any
23 weight-uom The unit of measure code of weight. it must already exist in Coupa. string(6) No/No Any
24 bulk-price Describes the non unit quantity price. This can be used to provide price agreed for a bulk quantity. This should be accompanied with 'Bulk Price Quantity' and optionally 'Bulk Price UoM', 'Bulk Price Conversion Numerator' and 'Bulk Price Conversion Denominator'. decimal(30,6) No/No Any
25 bulk-price-qty Describes the number of units on the line item that the 'Bulk Price' describes the price for. decimal(30,6) No/No Any
26 status The current status of the invoice line. Possible values are: new, ap_hold, draft, on_hold, pending_receipt, disputed, pending_approval, approved, voided, booking_hold, save_as_draft string(255) No/No Any
27 tax-rate The tax rate indicated on the invoice line. Only has a value if the header item line level taxation is set toTrue. decimal(30,6) No/No Must exist in Coupa
28 tax-location Only has a value if the header item line level taxation is enabled. string(255) No/No Any
29 tax-code The tax rate code for the line tax rate. Must match an existing tax rate code within Coupa. Only has a value if the header item line level taxation is enabled. string(255) No/No Must exist in Coupa
30 tax-amount Only has a value if the header item line level taxation is enabled. decimal(32,4) No/No Any
31 tax-description The line level tax description. string(255) No/No Any
32 tax-supply-date The line level tax supply date in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
33 account-code The account code from Coupa. All segments are concatenated with a hyphen ( - ). string(1024) No/No Any
34 account-active A flag in Coupa to indicate if the account is active and can be selected. True or False. boolean No/No Yes/No, True/False
35 original-date-of-supply Original Date of Supply datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
36 delivery-note-number Delivery Note Number string(255) No/No Any
37 discount-amount Discount Amount decimal(30,3) No/No Any
38 company-uom The unit of measurement that the company uses internally (for comercial purposes). string(255) No/No Any
39 property-tax-account Property Tax Account string(255) No/No Any
40 commodity-name The Name of the Invoice Line Commodity string(255) No/No Any
41 supplier-part-number Part or identification number of the goods. string(255) No/No Any
42 customs-declaration-number Customs Declaration Number string(255) No/No Any
43 hsn-sac HSN/SAC string(255) No/No Any
44 unspsc UNSPSC string(255) No/No Any
45 category Used to automate tax codes in Coupa Invoicing. Acceptable values: Goods or Services. string(255) No/No goods, services
46 subcategory Used to automate tax codes in Coupa Invoicing. Acceptable values: Raw materials, Investment goods or Services exceptions. string(255) No/No raw_materials, investment_goods, services_exceptions
47 deductibility Used to automate tax codes in Coupa Invoicing. Acceptable values: Fully, Partially or Not. string(255) No/No fully_deductible, partially_deductible, not_deductible
48 billing-notes A text field for adding notes to a billing line. text(65,535) No/No Any
49 segment-1 Account segment within Coupa. string(100) No/No Any
50 segment-2 Account segment within Coupa. string(100) No/No Any
51 segment-3 Account segment within Coupa. string(100) No/No Any
52 segment-4 Account segment within Coupa. string(100) No/No Any
53 segment-5 Account segment within Coupa. string(100) No/No Any
54 segment-6 Account segment within Coupa. string(100) No/No Any
55 segment-7 Account segment within Coupa. string(100) No/No Any
56 segment-8 Account segment within Coupa. string(100) No/No Any
57 segment-9 Account segment within Coupa. string(100) No/No Any
58 segment-10 Account segment within Coupa. string(100) No/No Any
59 segment-11 Account segment within Coupa. string(100) No/No Any
60 segment-12 Account segment within Coupa. string(100) No/No Any
61 segment-13 Account segment within Coupa. string(100) No/No Any
62 segment-14 Account segment within Coupa. string(100) No/No Any
63 segment-15 Account segment within Coupa. string(100) No/No Any
64 segment-16 Account segment within Coupa. string(100) No/No Any
65 segment-17 Account segment within Coupa. string(100) No/No Any
66 segment-18 Account segment within Coupa. string(100) No/No Any
67 segment-19 Account segment within Coupa. string(100) No/No Any
68 segment-20 Account segment within Coupa. string(100) No/No Any
69 account-name The account name from Coupa. string(1024) No/No Any
70 created-by-email The email address of the user who created the invoice. string(255) No/No Any
71 created-by-employee-number The employee number of the user who created the invoice. string(255) No/No Any
72 created-by-login The username of the user who created the invoice. string(255) No/No Any
73 updated-by-email The email address of the user who last updated the invoice. string(255) No/No Any
74 updated-by-employee-number The employee number of the user who last updated the invoice. string(255) No/No Any
75 updated-by-login The username of the user who last updated the invoice. string(255) No/No Any
76 distributed-tax-amount The amount of tax for the line item based on weighted summary expense distribution. decimal(32,4) No/No Any
77 distributed-shipping-amount The amount of shipping for the line item based on weighted summary expense distribution. decimal(32,4) No/No Any
78 distributed-handling-amount The amount of handling for the line item based on weighted summary expense distribution. decimal(32,4) No/No Any
79 distributed-misc-amount The amount of misc for the line item based on weighted summary expense distribution. decimal(32,4) No/No Any
80 match-reference Three-way match attribute to connect with Receipt and Invoice Header. string(255) No/No Any
81 bulk-price-uom Describes the UoM to express the Bulk Price. This is required if the line UoM is different than 'Bulk Price UoM'. string(6) No/No Any
82 bulk-price-conversion-numerator Numerator value for the ratio to convert from 'Bulk Price UoM' to line UoM. Value defaults from corresponding PO line if invoice line UoM matches PO line UoM and the PO Bulk Price UoM matches the invoice 'Bulk Price UoM'.   No/No Any
83 bulk-price-conversion-denominator Denominator value for the ratio to convert from 'Bulk Price UoM' to line UoM. A blank is interpreted as 1 as long as 'Bulk Price UoM' is present.   No/No Any

Invoice line allocation (split) columns

# Column Name Description Type Req/Unique Allowable Values
1 type Describes the type of row. Possible values are Header, Line, or Line Split or Tax Line. - No/No Line Split
2 invoice-id The unique identifier Coupa assigns to the invoice. integer(11) No/No Any
3 invoice-line-id The unique identifier Coupa assigns to the invoice line. integer(11) No/No Any
4 line-num The line number of the invoice line, as it appears on the invoice. Line numbers aren't necessarily listed sequential, but will appear sequentially on the invoice. integer(11) No/No Any
5 order-header-num The number given to the corresponding purchase order within Coupa (if any). string(20) No/No Any
6 order-line-id The unique identifier Coupa assigns to the corresponding line on the purchase order (if any). integer(11) No/No Any
7 order-line-num The line number of the corresponding purchase order line (if any). integer(11) No/No Any
8 account-allocation-id The unique identifier Coupa assigns to the account allocation. Split line accounting must be enabled. integer(11) No/No Any
9 account-allocation-sequence The unique sequential counter Coupa assigns to the account allocation split. Split line accounting must be enabled. integer(11) No/No Any
10 account-allocation-amount The dollar amount for this account allocation. Split line accounting must be enabled. decimal(32,4) No/No Any
11 account-allocation-percent The percentage of the total amount allocated to this split. Split line accounting must be enabled. decimal(16,10) Yes/No Any
12 account-code The account code from Coupa. All segments are concatenated with a hyphen ( - ). string(1024) No/No Any
13 account-active A flag in Coupa to indicate if the account is active and can be selected. True or False. boolean No/No Yes/No, True/False
14 billing-notes A note to capture any information on this account allocation split. text No/No Any
15 segment-1 Account segment within Coupa. string(100) No/No Any
16 segment-2 Account segment within Coupa. string(100) No/No Any
17 segment-3 Account segment within Coupa. string(100) No/No Any
18 segment-4 Account segment within Coupa. string(100) No/No Any
19 segment-5 Account segment within Coupa. string(100) No/No Any
20 segment-6 Account segment within Coupa. string(100) No/No Any
21 segment-7 Account segment within Coupa. string(100) No/No Any
22 segment-8 Account segment within Coupa. string(100) No/No Any
23 segment-9 Account segment within Coupa. string(100) No/No Any
24 segment-10 Account segment within Coupa. string(100) No/No Any
25 segment-11 Account segment within Coupa. string(100) No/No Any
26 segment-12 Account segment within Coupa. string(100) No/No Any
27 segment-13 Account segment within Coupa. string(100) No/No Any
28 segment-14 Account segment within Coupa. string(100) No/No Any
29 segment-15 Account segment within Coupa. string(100) No/No Any
30 segment-16 Account segment within Coupa. string(100) No/No Any
31 segment-17 Account segment within Coupa. string(100) No/No Any
32 segment-18 Account segment within Coupa. string(100) No/No Any
33 segment-19 Account segment within Coupa. string(100) No/No Any
34 segment-20 Account segment within Coupa. string(100) No/No Any
35 account-name The account name from Coupa. integer(11) No/No Any
36 currency_code The currency code of the transaction. string(6) No/No Must exist in Coupa
37 accounting-total The total amount of the invoice using the Chart of Accounts currency. Doesn't include line and summary amounts. decimal(32,4) No/No Any
38 accounting_currency The currency code of the Chart of Accounts. string(6) No/No Must exist in Coupa
39 distributed-tax-amount The amount of tax for the line item based on weighted summary expense distribution. decimal(32,4) No/No Any
40 distributed-shipping-amount The amount of shipping for the line item based on weighted summary expense distribution. decimal(32,4) No/No Any
41 distributed-handling-amount The amount of handling for the line item based on weighted summary expense distribution. decimal(32,4) No/No Any
42 distributed-misc-amount The amount of misc for the line item based on weighted summary expense distribution. decimal(32,4) No/No Any
43 billing-notes A note to capture any information on this account allocation split. text No/No Any

Invoice charge columns

# Column Name Description Type Req/Unique Allowable Values
1 type Describes the type of row. Possible values are Header, Line, Line Split, Charge, Charge Split, Tax Line, Witholding, or Payment. - No/No Charge
2 invoice-id The unique identifier Coupa assigns to the invoice. integer(11) No/No Any
3 invoice-charge-id The unique identifier Coupa assigns to the invoice charge. integer(11) No/No Any
4 type The kind of charge. Possible values are InvoiceShippingCharge, InvoiceHandlingCharge, or InvoiceMiscCharge. string(255) No/No Any
5 created-at When the invoice charge was created at in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
6 updated-at When the invoice charge was last updated at in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
7 total The total amount of the charge. decimal(30,4) No/No Any
8 percent The percent value of this charge (only for percent-based charges & allowances. Not yet used.) decimal(16,10) No/No Any
9 accounting-total The total amount of the invoice charge using the Chart of Accounts currency. decimal(30,4) No/No Any
10 accounting-total-currency The currency code of the Chart of Accounts. string(6) No/No Any
11 line-num The line number of the invoice charge, as it appears on the invoice. Line numbers aren't necessarily listed sequential, but will appear sequentially on the invoice. integer(11) No/No Any
12 description The invoice charge description. string(1550) No/No Any
13 tax-rate The tax rate indicated on the invoice charge. decimal(16,10) No/No Any
14 tax-location The location for tax on this charge string(255) No/No Any
15 tax-code The tax rate code for the charge tax rate. Must match an existing tax rate code within Coupa. string(255) No/No Any
16 tax-amount The amount of the tax on this charge decimal(32, 4) No/No Any
17 tax-description The charge level tax description. string(255) No/No Any
18 tax-supply-date The charge level tax supply date in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
19 account-code The account code from Coupa. All segments are concatenated with a hyphen ( - ). string(1024) No/No Any
20 account-active A flag in Coupa to indicate if the account is active and can be selected. True or False. boolean No/No Yes/No, True/False
21 billing-notes A text field for adding notes to a billing line. text(65535) No/No Any
22 segment-1 Account segment within Coupa. string(100) No/No Any
23 segment-2 Account segment within Coupa. string(100) No/No Any
24 segment-3 Account segment within Coupa. string(100) No/No Any
25 segment-4 Account segment within Coupa. string(100) No/No Any
26 segment-5 Account segment within Coupa. string(100) No/No Any
27 segment-6 Account segment within Coupa. string(100) No/No Any
28 segment-7 Account segment within Coupa. string(100) No/No Any
29 segment-8 Account segment within Coupa. string(100) No/No Any
30 segment-9 Account segment within Coupa. string(100) No/No Any
31 segment-10 Account segment within Coupa. string(100) No/No Any
32 segment-11 Account segment within Coupa. string(100) No/No Any
33 segment-12 Account segment within Coupa. string(100) No/No Any
34 segment-13 Account segment within Coupa. string(100) No/No Any
35 segment-14 Account segment within Coupa. string(100) No/No Any
36 segment-15 Account segment within Coupa. string(100) No/No Any
37 segment-16 Account segment within Coupa. string(100) No/No Any
38 segment-17 Account segment within Coupa. string(100) No/No Any
39 segment-18 Account segment within Coupa. string(100) No/No Any
40 segment-19 Account segment within Coupa. string(100) No/No Any
41 segment-20 Account segment within Coupa. string(100) No/No Any
42 account-name The account name from Coupa. string(1024) No/No Any
43 created-by-email The email address of the user who created the invoice. string(255) No/No Any
44 created-by-employee-number The employee number of the user who created the invoice. string(255) No/No Any
45 created-by-login The username of the user who created the invoice. string(255) No/No Any
46 updated-by-email The email address of the user who last updated the invoice. string(255) No/No Any
47 updated-by-employee-number The employee number of the user who last updated the invoice. string(255) No/No Any
48 updated-by-login The username of the user who last updated the invoice. string(255) No/No Any

Invoice charge allocations (split) columns

# Column Name Description Type Req/Unique Allowable Values
1 type Describes the type of row. Possible values are Header, Line, or Line Split or Tax Line. - No/No Charge Split
2 invoice-id The unique identifier Coupa assigns to the invoice. integer(11) No/No Any
3 invoice-charge-id The unique identifier Coupa assigns to the invoice charge. integer(11) No/No Any
4 line-num The line number of the invoice charge, as it appears on the invoice. Line numbers aren't necessarily listed sequential, but will appear sequentially on the invoice. integer(11) No/No Any
5 account-allocation-id The unique identifier Coupa assigns to the account allocation. Split line accounting must be enabled. integer(11) No/No Any
6 account-allocation-sequence The unique sequential counter Coupa assigns to the account allocation split. Split line accounting must be enabled. integer(11) No/No Any
7 account-allocation-amount The dollar amount for this account allocation. Split line accounting must be enabled. decimal(30,4) No/No Any
8 account-allocation-percent The percentage of the total amount allocated to this split. Split line accounting must be enabled. decimal(16,10) Yes/No Any
9 account-code The account code from Coupa. All segments are concatenated with a hyphen ( - ). string(1024) No/No Any
10 account-active A flag in Coupa to indicate if the account is active and can be selected. True or False. boolean No/No Yes/No, True/False
11 billing-notes A note to capture any information on this account allocation split. text(65535) No/No Any
12 segment-1 Account segment within Coupa. string(100) No/No Any
13 segment-2 Account segment within Coupa. string(100) No/No Any
14 segment-3 Account segment within Coupa. string(100) No/No Any
15 segment-4 Account segment within Coupa. string(100) No/No Any
16 segment-5 Account segment within Coupa. string(100) No/No Any
17 segment-6 Account segment within Coupa. string(100) No/No Any
18 segment-7 Account segment within Coupa. string(100) No/No Any
19 segment-8 Account segment within Coupa. string(100) No/No Any
20 segment-9 Account segment within Coupa. string(100) No/No Any
21 segment-10 Account segment within Coupa. string(100) No/No Any
22 segment-11 Account segment within Coupa. string(100) No/No Any
23 segment-12 Account segment within Coupa. string(100) No/No Any
24 segment-13 Account segment within Coupa. string(100) No/No Any
25 segment-14 Account segment within Coupa. string(100) No/No Any
26 segment-15 Account segment within Coupa. string(100) No/No Any
27 segment-16 Account segment within Coupa. string(100) No/No Any
28 segment-17 Account segment within Coupa. string(100) No/No Any
29 segment-18 Account segment within Coupa. string(100) No/No Any
30 segment-19 Account segment within Coupa. string(100) No/No Any
31 segment-20 Account segment within Coupa. string(100) No/No Any
32 account-name The account name from Coupa. string(1024) No/No Any
33 currency_code The currency code of the transaction. string(6) No/No Any
34 accounting-total The total amount of the invoice using the Chart of Accounts currency. Doesn't include line and summary amounts. decimal(30,4) No/No Any
35 accounting_currency The currency code of the Chart of Accounts. string(6) No/No Any

Tax line columns

# Column Name Description Type Req/Unique Allowable Values
1 type Describes the type of row. Possible values are Header, Line, Line Split, Tax Line, or Payment. - No/No Tax
2 invoice-id The unique identifier Coupa assigns to the invoice. integer(11) No/No Any
3 invoice-number The user-created invoice number. string(40) No/No Any
4 invoice-line-id The unique identifier Coupa assigns to the invoice line. integer(11) No/No Any
5 invoice-line-number The line number of the corresponding purchase order line (if any). integer(11) No/No Any
6 tax-line-number The line number of the corresponding of the tax line. integer(11) No/No Any
7 tax-line-id The unique identifier Coupa assigns to the tax line. integer(11) No/No Any
8 amount The amount of tax calculated on the line. decimal(32,4) No/No Any
9 rate The tax rate indicated on the invoice line. decimal(16,10) No/No Any
10 tax-rate-type The tax rate type description on the line string(255) No/No Any
11 code The tax rate code for the invoice line tax rate. Must match an existing tax rate code within Coupa. string(255) No/No Any
12 description The tax line description. string(255) No/No Any
13 location The taxable location for this tax line. string(255) No/No Any
14 date The tax line date in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
15 kind-of-factor Kind of Factor indicates the specific type of Withholding which applies to the line item string(255) No/No Any
16 basis Basis indicates the base amount of the invoice or line item to which you must apply the withholding tax decimal(30,6) No/No Any
17 Withholding Base Base indicates the base amount of the invoice or line item to which withholding tax was applied decimal(30,4) No/No Any
18 Supplier Withholding Rate CFDI Withholding Rate decimal(32,4) No/No Any
19 Supplier Withholding Amount CFDI Withholding Amount decimal(30,4) No/No Any
20 nature-of-tax Nature of Tax indicates the specific type of tax which applies to the line item e.g. VAT or Withholding string(255) No/No Any
21 Withholding Amount Withholding Amount decimal(30,4) No/No Any
22 Direct/Withholding Tax WithholdingTaxLine or TaxLine string(255) No/No Any

Withholding tax line columns

# Column Name Description Type Req/Unique Allowable Values
1 type Describes the type of row. Possible values are Header, Line, Line Split, Tax Line, or Payment. - No/No Witholding
2 invoice-id The unique identifier Coupa assigns to the invoice. integer(11) No/No Any
3 invoice-number The user-created invoice number. string(40) No/No Any
4 invoice-line-id The unique identifier Coupa assigns to the invoice line. integer(11) No/No Any
5 invoice-line-number The line number of the corresponding purchase order line (if any). integer(11) No/No Any
6 tax-line-number The line number of the corresponding of the tax line. integer(11) No/No Any
7 tax-line-id The unique identifier Coupa assigns to the tax line. integer(11) No/No Any
8 amount The amount of tax calculated on the line. decimal(32,4) No/No Any
9 rate The tax rate indicated on the invoice line. decimal(16,10) No/No Any
10 code The tax rate code for the invoice line tax rate. Must match an existing tax rate code within Coupa. string(255) No/No Any
11 description The tax line description. string(255) No/No Any
12 location The taxable location for this tax line. string(255) No/No Any
13 date The tax line date in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
14 kind-of-factor Kind of Factor indicates the specific type of Withholding which applies to the line item string(255) No/No Any
15 basis Basis indicates the base amount of the invoice or line item to which you must apply the withholding tax decimal(30,6) No/No Any
16 Withholding Base Base indicates the base amount of the invoice or line item to which withholding tax was applied decimal(30,4) No/No Any
17 Supplier Withholding Rate CFDI Withholding Rate decimal(32,4) No/No Any
18 Supplier Withholding Amount CFDI Withholding Amount decimal(30,4) No/No Any
19 nature-of-tax Nature of Tax indicates the specific type of tax which applies to the line item e.g. VAT or Withholding string(255) No/No Any
20 Withholding Amount Withholding Amount decimal(30,4) No/No Any
21 Direct/Withholding Tax WithholdingTaxLine or TaxLine string(255) No/No Any

Matching allocation

# Column Name Description Type Req/Unique Allowable Values
1 type Describes the type of row - No/No Matching Allocation
2 order-line-id The unique identifier Coupa assigns to the corresponding line on the purchase order (if any). integer(11) No/No Any
3 order-header-number The order header number. string(20) No/No Any
4 order-line-num The order line number string(255) No/No Any
5 invoice-line-id The unique identifier Coupa assigns to the invoice line. integer(11) No/No Any
6 receipt-id The unique identifier Coupa assigns to the receipt. integer(11) No/No Any
7 match-reference-key The match reference key as described in the receipt used to trigger a match attempt to a candidate invoice line. string(255) No/No Any
8 quantity The quantity of the invoice line item. decimal(32,6) Yes/No Any
9 amount The total amount of the receipt allocation to this invoice line. decimal(32,4) Yes/No Any
10 uom The unit of measure code. It must already exist in Coupa. string(6) No/No Must exist in Coupa
11 currency The currency code of the transaction. string(6) No/No Must exist in Coupa
12 status Describes the current status of this allocation record, If the allocation described in this record is active or has been voided. Can have values in Void, Matched. string(50) No/No Any

Failed tolerance columns

# Column Name Description Type Req/Unique Allowable Values
1 code Code string(255) Yes/No Any
2 failable-id Failable ID integer(11) No/No Any
3 failable-type Failable Type string(255) No/No Any
4 resolved Resolved boolean No/No Yes/No, True/False
5 resolution-strategy Resolution Strategy string(25) No/No Any
6 breach-amount Breach Amount string(255) No/No Any
7 breach-limit Breach Limit string(255) No/No Any
8 breach-detail-1 Breach Detail 1 string(255) No/No Any
9 breach-detail-2 Breach Detail 2 string(255) No/No Any
10 breach-detail-3 Breach Detail 3 string(255) No/No Any

Invoices reconciliation line columns

# Column Name Description Type Req/Unique Allowable Values
1 Type Describes the type of row. Possible values are Header, Line, Line Split, Tax Line, or ReconciliationLine.   No/No Any
2 Adjustment Date The date the payment was made datetime No/No Any
3 Type of document The type of document that was paid InvoiceHeader No/No Any
4 Amount The total amount paid decimal(46,20) No/No Any
5 Invoice ID The document ID that is being paid   No/No Any
6 Created By ID The user ID that created the payment integer No/No Any
7 Created By Login The user login that created the invoice payment   No/No Any
8 Created Date The date the payment initially drafted datetime No/No Any
9 Updated By ID The user ID that most recently updated the payment integer No/No Any
10 Updated By Login Ther user login that most recently updated the invoice payment   No/No Any
11 Updated Date The date the payment was most recently updated datetime No/No Any
12 Note Note associated with the payment string(255) No/No Any
13 custom-field-1 Integration Custom Field 1   No/No Any
14 custom-field-2 Integration Custom Field 2   No/No Any
15 custom-field-3 Integration Custom Field 3   No/No Any
16 custom-field-4 Integration Custom Field 4   No/No Any
17 custom-field-5 Integration Custom Field 5   No/No Any
18 custom-field-6 Integration Custom Field 6   No/No Any
19 custom-field-7 Integration Custom Field 7   No/No Any
20 custom-field-8 Integration Custom Field 8   No/No Any
21 custom-field-9 Integration Custom Field 9   No/No Any
22 custom-field-10 Integration Custom Field 10   No/No Any

 

 

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