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.|