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Coupa Success Portal

The New Coupa Treasury Interface


1. Filters

2. Custom views button

3. Bulk actions button

4. Add Chart button

5. Group and Sort buttons

6. Columns button

7. More button

8. New-Import buttons

9. Bulk action check-boxes

10. Arrow

11. Options button

12. Grouping icon

13. Group and sort menu

14. Grabber

15. Sorting icon

16. Group options menu

  • Filters
    Use filters to refine the results in your data table.
  • Custom Views Button
    Use custom views to automatically load filters and columns in your table.
  • Bulk Actions
    Use the bulk action functionality to edit multiple data sets at the same time.
  • Add Chart button
    Create custom graphics that represent the amount columns in your Coupa Treasury data tables.
  • Group and Sort
    Group and sort your data to make large data sets easier to manage.
  • Columns
    Add, remove, or re-order columns to control to data displayed.
  • More Button
    See and use the options for any table in Coupa Treasury.
  • New and Import Buttons
    Use the file import or manual entry function to enter data.
  • Grabber
    Use the grabber to drag and drop elements in your tables.
  • Arrows
    Use the arrows to expand sections, open menus, or scroll through data sets.
  • Options Button
    Use the options button to access the tools for an item in your table.
  • Refresh Button
    Refresh the data in your table on demand.
  • Import From Excel Template
    Use the Excel template to import data easily and quickly.
  • Change Logs
    Track changes in Coupa Treasury by time and user.
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