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Coupa Success Portal

Admin Page

On the Admin page you can manage users and merge requests, and the remit-to addresses for your customers; you can set up legal entities and fiscal representatives; you can view and sign the terms of use, set your early payment discount terms, create SFTP accounts, and view cXML submission errors.


Menu Item Description
Users Invite new users, and manage what each user can do in the CSP and which customers your users can interact with.
Merge Requests Manage any merge requests that you sent to or received from other supplier accounts.
Legal Entity Setup Set up your account for electronic invoicing.
Fiscal Representatives Add fiscal representatives that you need if you have operations in a country/region where you are not registered legally but you need to be represented for tax purposes. 
Remit-To Create and manage multiple remit-to addresses that are used to determine the payment location for invoices. This is important for creating legally compliant invoices.
Terms of Use To use the Coupa Supplier Portal (CSP), you must accept the terms of use.
Payment Preferences / Static Discounting Set preferred payment terms (early payment discounts terms) to be applied to any of your customers across all your invoices.
SFTP Accounts Create and manage SFTP accounts to load invoices quickly.
cXML Errors Get cXML error notifications and view the list of cXML errors to ensure timely correction and better handling of cXML transmission failures.
SFTP Errors View the list of SFTP (CSV) file upload errors to ensure timely correction and better handling of SFTP transmission failures.
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