Changes for the January 2020 Release
|View and Manage Notifications||Updated||
Updated to reflect that the notification preference setting A new comment is received for Form Responses is enabled by default for new suppliers.
Added new notification preference settings.
Also, added information about stopping SMS notifications by replying STOP.
|View and Manage Invoices||Updated||
Added information about the Totals with Early Payment Discount section on legal invoices.
|View and Manage POs||Updated||
Added information about the tooltip text of the icon for flipping a PO into an invoice.
Added information about the new Assigned To column.
|View and Manage Service/Time Sheets||Updated||Added information about the new Assigned To column.|
|Register for the CSP||Updated||Updated the information about the content and format of email invitations.|
|Create Your Account||Updated||Updated to reflect the new Department and Role fields.|
|Create or Update Your Profiles||Updated||Added information about the profile summary, the Learn More link, and the new fields on the Public Profile page.|
|Manage Your Account||Updated||
Updated to reflect the change of the page title from My Account Password to My Account Settings, the new Department and Role fields, and the User Details and Change Password sections.
|Manage Users||Updated||Added information about the Restricted Access to Orders, Restricted Access to Service/Time Sheets, and Pay Me Now permissions.|
|Invoices||Updated||Added information about how long legal invoices are available for download.|
|Navigate and Get Help||Updated||
Replaced the screenshot of the Home page to show the new Profile Summary section and reflect the other changes to the profile.
Replaced the screenshot of the contact information pop-up for chatting with Coupa Support to show the new text stating that the Coupa Support chat is only for technical issues with the CSP.
|Admin Page||Updated||Updated to reflect that E-Invoicing Setup has changed to Legal Entity Setup.|
|Create or Edit an Invoice||Updated||
Updated to reflect the changes to adding new or choosing existing invoicing details.
Added information about the tooltip text of the icon for flipping a PO into an invoice and about the fields that cannot be edited if customers mandate PO acceptance.
|Set up Legal Entities||Updated||
Changed title from Set up E-Invoicing.
Updated to reflect the changes in setting up legal entities.
Changed the requirement of 4-28 digits to 4-28 characters for the Account Number field.
Added details about how to fill in the What is your Tax ID? section in the absence of a tax ID number.
Added a new video about the profile summary and additional fields.
|CSP Features by Release||New||Provided information about which CSP features were introduced in which release.|
Changes for the September 2019 Release
|Create an Invoice from a PO, Create a Credit Note||Removed||Moved the content of these topics to Create or Edit an Invoice.|
|Create or Edit an Invoice||Updated||Updated with content from topics Create an Invoice from a PO and Create a Credit Note, and added instructions on how to create a blank invoice and an invoice from a contract.|
|CSP Videos||Updated||Updated the videos for Intro, Help, Profile, Orders, Invoices, Catalogs, and Admin. Also, added new videos about profile progress, announcements, and creating invoices.|
|Register for the CSP||Updated||Updated the information about registering to the CSP from a PO email.|
|Set up E-Invoicing||Updated||Added information about the Account Number field digit count limit being increased.|
|Navigate and Get Help||Updated||Provided instructions on how to chat with Coupa Support to get help. Also, replaced the screenshot of the Home page to show the sections for profile progress and announcements.|
|Create or Edit an Invoice||Updated||Added information about the possibility to update PO references on invoice lines and add PO lines from other orders.|
Added information about the Order Changes permission.
|View and Manage Notifications||Updated||
Added notification preference setting options for customer announcements, integration errors, rejected PO change requests, and Coupa Pay new virtual cards, reissued virtual cards, and virtual card reminders.
Also, updated to reflect the new Announcements filter option on the My Notifications page.
|Create or Update Your Profiles||Updated||Added information about the profile progress indicator and the new fields on the Public Profile page.|
|View and Manage Invoices||Updated||Replaced the screenshot of the Invoices page to show the position of the buttons for creating invoices or credit notes.|
|View and Manage POs, View PO Lines||Updated||Replaced the screenshot of the Orders page to show the Order Changes and Order Line Changes tabs.|
|Admin Page||Updated||Added information about viewing cXML submission errors.|
|Manage Merge Requests||Updated||Replaced the screenshot of the Admin Merge Requests page to show all the tabs on the page.|
|Set Coupa Accelerate Preferences||Updated||Updated to reflect the possibility to select customer-specific payment terms and apply them globally.|
|Create Custom Views||Updated||Added information about the new pages that have tables.|
|Edit a PO||New||
Provided instructions on how to request changes to POs and add shipment tracking information.
|View Customer Announcements||New||Provided instructions on how to view announcements from customers.|
|View cXML Submission Errors||New||Provided instructions on how to manage notifications of and view cXML errors.|
Changes for the May 2019 Release
|Set Coupa Accelerate Preferences||Updated||Removed notes informing users that after logging in they need to navigate to pages that they tried to access from URLs without being logged in initially. Users that click on links to CSP pages without being logged in are now directed to the relevant pages (not to the Home page) after logging in.|
|Set up E-Invoicing||Updated||Added information about the Account Number field digit count limit being increased from 17 to 19.|
|Manage Users||Updated||Replaced the screenshots to show the new Payments tab and the Payments permission necessary to see it. Also, updated the table with the new permission.|
|Admin Page||Updated||Added information about creating SFTP accounts.|
|View Service/Time Sheet Lines||Updated||Updated to reflect the changes in layout and information provided on service/time sheet lines to support partial acceptance of services.|
|View and Manage POs||Updated||Added a tip about adding comments to POs that suppliers do not accept and want to reject.|
|View and Manage Notifications||Updated||Added notification preference setting options for abandoned invoices and Coupa Pay new digital checks.|
|View and Manage Invoices||Updated||Added information about the new Abandoned invoice status.|
|Create or Edit an Invoice||Updated||Added information about invoices associated with digital checks and bank transfers being populated with payment information.|
|Navigate and Get Help||Updated||Replaced the screenshot and updated the table to show the new Payments tab.|
|Log in to the CSP||Updated||Updated the Additional Features page of the Welcome tour with information about the new Payments page.|
|View and Download Digital Checks||New||Provided instructions on how to view and download digital checks.|
|Create SFTP Accounts||New||Provided instructions on how to create and manage SFTP accounts.|
Changes for the January 2019 Release
|View Remit-to Information||Updated||Updated to show that new remit-to addresses can be created/added directly when creating invoices.|
|Set up E-Invoicing||Updated||Updated to reflect the changes in setting up legal entities.|
|Create a Credit Note||Updated||Updated to reflect the changes on the Create Invoices page.|
|Create or Edit an Invoice||Updated||Updated to reflect the changes on the Create Invoices page and in how an invoice is created from a contract.|
|Create an Invoice from a PO||Updated||Updated to show that new remit-to addresses can be created/added directly when creating invoices.|
|Create or Edit a Service/Time Sheet||Updated||Updated with information on service/time sheet lines.|
|View PO Lines||Updated||Added information on new PO line fields for services.|
|View and Manage Service/Time Sheets||Updated||Replaced the screenshot to show the new Service/Time Sheet Lines subtab.|
|Navigate and Get Help||Updated||
Replaced the screenshot of the Help Tour with a reference to the section on the updated welcome tour.
Replaced the screenshot and updated the table to show the new Add-ons tab.
|Create or Update Your Profiles||Updated||Added a note stating that changing the customer-specific profile might update the supplier information that the specific customer has on record.|
|Log in to the CSP||Updated||Added information on the new welcome tour.|
|Register for the CSP||Updated||Updated with information on the changed subject line, content, format, and style of the email invitations.|
|View Service/Time Sheet Lines||New||Provided information on viewing service/time sheets at line level.|
|Access Add-ons||New||Provided information on the add-ons that admins can access.|
Changes for the September 2018 Release
|Register for the CSP||Updated||Updated with information on additional options to register for the CSP.|
|Create Your Account||Updated||Updated with information on forwarding your invitation to the CSP.|
|Log in to the CSP||Updated||Added information on the banners that warn about permissions.|
|View and Manage Notifications||Updated||Added notification preference setting options for form response reminders, early payment opportunities, and legal invoice export results.|
|View and Manage Invoices||Updated||Added information about downloading all the legal invoice attachments in one compressed file.|
|Set Coupa Accelerate Preferences||Updated||Updated with instructions on how to accelerate orders from PO emails and information on notifications of customers who are ready to accept early payment discount offers.|
|CSP FAQ / Invoices||Updated||
Added a note to the Why can't I edit, void, or delete an invoice? frequently asked question.
Updated the What does the Export to button do? frequently asked question with information on bulk exporting legal invoices and increased export size limitation.
Changes for the May 2018 Release
|CSP FAQ / Other||Updated||Added a frequently asked question about archiving information in the CSP.|
|Register for the CSP, Create Your Account, and Log in to the CSP||Updated||Replaced the screenshot of the Register/Log In page to show the newly added links where you can get help with registering and logging in.|
|Create or Edit an Invoice||Updated||Added information on the warning message that you might get if you try to submit an invoice that does not meet your customer's requirements.|
|View and Manage Notifications||Updated||Added two new notification preference setting options.|
|Manage Users||Updated||Replaced the screenshot of the Edit user access for [User Name] window to show that the Deactivate User button is inactive for the user who is logged in. Also, added a note to explain the reason.|
Changes for the January 2018 Release
|Create or Edit an Invoice||Updated||Added a note stating that it is not possible to pick lines from POs when creating an invoice.|
|Enable or Disable Two-Factor Authentication and Log in to the CSP||Updated||Updated with instructions on how to use SMS messaging to validate your credentials when prompted by two-factor authentication.|
|View and Manage Notifications||Updated||
Updated with information on new notification preferences that you can set to get notified if your customer sends you a comment or replies to your question/comment about unclear sections of the SIM update request form or provides a reason for rejection.
|Set Coupa Accelerate Preferences||Updated||
Updated with instructions on how to set early payment discount terms at transaction level, that is, for specific orders and invoices for some or all customers.
|Updated||Updated with information on resolving disputed invoices.|
|Create a Credit Note||New||Provided instructions on when and how to create a credit note.|