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Coupa Success Portal

Changes in the CSP Documentation

Changes for the May 2019 Release

Topic Change Details
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 The Account Number field digit count limit has been 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

Topic Change Details
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

Topic Change Details
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

Topic Change Details
CSP FAQ / Other Updated Added a frequently asked question about archiving information in the CSP.
Register for the CSPCreate 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

Topic Change Details
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.

View and Manage Invoices

Updated Updated with information on resolving disputed invoices.
Create a Credit Note New Provided instructions on when and how to create a credit note.
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