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Coupa Success Portal

New and Import Buttons

Most tables have a button for entering data.

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New: Enter data manually into Coupa Treasury.

New (split): Click New to enter data manually or click the down arrow and select Import to open the Import dialog.

Import: Open the Import dialog.

The New button opens the form for entering new data. For mandatory fields, check the Coupa Treasury help page.

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Some forms have sections with arrow buttons. Click the arrow button to expand that section of the form.

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For more about the Import function, see Import Data.

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