How to Register on the Coupa Supplier Portal (CSP)KPMG NLCoupa Supplier Portal (CSP) Registration Info Pack Last updated: Oct 2019

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Working together with KPMGKPMG has implemented a new eProcurement software called CoupaKPMG wants to work with our suppliers in a simple, transparent and mutually efficient process that helps improve the purchase-to-pay process. For this reason, we are pleased to share that we have implemented a new e-Procurement system called Coupa. Coupa is considered one of the top three eProcurement systems on the market today.

What does this mean for you as a supplier?As a supplier to KPMG we will work with you via the Coupa Supplier Portal (CSP), a cloud based platform for buyers and suppliers to collaborate. To have an account set up for you to access this portal, KPMG needs your latest company contact and financial. Once we have set up an account for you, the process is as described below: Working on the Coupa Supplier Portal (CSP) step-by-step

Registration: You will be sent an invitation to register on the Coupa Supplier Portal (CSP). The registration process takes 5-10 min.

Step 3

Step 4

Step 5

Step 1

Receiving POs: How to receive and acknowledge Purchase Orders (POs) via the CSP.

Tracking the status of Orders and Invoices: You can now track the status of orders and invoices at any time, without having to contact Accounts Payable.

Sending an invoicing: How to send an invoice and/or credit note to KPMG via the CSP.

Step 2 Setting up your Account: Having registered you are ready to start working with KPMG, but you may want to spend more time setting your account settings.

3© 2019 KPMG Advisory N.V., registered with the trade register in the Netherlands under number 33263682, is a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (‘KPMG International’), a Swiss entity. All rights reserved.

The Coupa Supplier Portal (CSP) is a cloud based platform for buyers and suppliers to collaborate.

Suppliers can use it to view their purchase orders (POs), create and summit invoices and also manage their catalogues with specific buyers, if desired.

The CSP also allows suppliers to check the status of all their transactions and payments, without having to contact the Accounts Payable department.

What is the Coupa Supplier Portal (CSP)?

SMS option to receive

notifications

Decrease paperwork and

manual effort through new

automated steps

Quickly flip POs to invoices or

submit non-PO invoices; ability

to do partial invoicing

Communicate with KPMG in the comment section in real

time

Consolidate view of all

purchase orders and invoices

Acknowledge purchase

orders (POs) and view how

much has already been

invoiced

Ability to maintain

contact and other vendor information

View the status of invoices and

payments in real time

Receive disputed

invoices and re-submit the corrected version

Step 1: Registering your account The basic process of registering takes 5-10 min. After this, you will be able to receive Purchase Orders (POs) and send Invoices. However you may also want to take some time to set up your account.In this section you will see the basics of how to get started

5© 2019 KPMG Advisory N.V., registered with the trade register in the Netherlands under number 33263682, is a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (‘KPMG International’), a Swiss entity. All rights reserved.

In the new way of working KPMG works with her suppliers via the Coupa Supplier Portal (CSP).

1. To access the CSP you will first receive a registration link in an e-mail. The e-mail will have the subject line of: Action Required from KPMG

2. Click on the e-mail to open it

3. Click on the button Join Coupa and complete the Profile, Password and E-Invoicing sections. You can update this information again later once you have logged into the CSP.

Note: The registration link will be sent to the contact for which we have an e-mail on file.

Registering on the CSPCoupa Supplier Portal (CSP) Getting Started Info Pack

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4. To confirm the request to register Click on the unique link provided

5. Complete the following fields:- First name- Last name- Your company name- Email- Password- Password confirmation

6. Acknowledge the terms of useand then click Submit

TIP: Add the URL supplier.coupahost.com to your bookmarks or favourites for easy future access

Registering on the CSP

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Navigating through the CSP

Overview of basic functions

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1. NAME: Account area to manage account settings, notification preferences and two-factor authentication 2. Menu: CSP menu3. Notifications: Allows you to view notifications or to manage your notification preferences4. Help: Access the CSP Help Menu5. Your Company Name: Displays your company name (and information) as it is set up for KPMG NL6. Public Profile: Allows you to display any company information you might want visible to the Coupa community7. Merge Accounts: Use this section to merge multiple CSP accounts if you already have a Coupa account with another client8. Latest Customers: List of all your Coupa customers, for easy access when logging in

Navigating the CSP: Homepage OverviewHome

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1. Home: Brings you back to the home menu2. Profile: Allows you to update your profile information specifically for KPMG NL3. Orders: Access the purchase order section to view and acknowledge purchase orders4. Service/Time Sheets: Allows you submit service time sheets. (KPNG NL will not be using this feature)5. ASN: Allows you to submit advance shipping notifications (KPMG NL will not be using this feature) 6. Invoices: Access the invoices section to view and submit invoices7. Catalogues: Access to the catalogue section (KPMG NL is not using this feature yet)8. Add-ons: provides different features Coupa makes available to suppliers (not relevant for working with KPMG NL)9. Admin: Allows you to maintain your admin settings: invite additional users, set a remit to address

Navigating the CSP: Menu OverviewHome

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Navigating the CSP: Common Icons

1. Edit

2. Create Invoice

3. Create Credit Note

4. CSP Menu

5. Delete

6. Help

7. Notifications

8. Resubmit Invoice

9. Search for an object

Making a Profile

12© 2019 KPMG Advisory N.V., registered with the trade register in the Netherlands under number 33263682, is a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (‘KPMG International’), a Swiss entity. All rights reserved.

1. Once you are logged into the CSP, click on Profile in the top menu

2. Select KPMG Staffing and Facility Services B.V. from the drop down list to create a profile visible only for KPMG.

TIP: you can also create a Public profile, by choosing Public from the drop which will be visible to everyone in the Coupa community, as on this page

Making a ProfileHome >> Profile

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3. Once you have selected KPMG Staffing and Facility Services B.V. from the Profiledrop down field and click on Edit Profile and complete all of the fields

4. Click on Save changes. These changes will be immediately visible to KPMG.

*You can update your profile at any time in this section.

Making a ProfileHome >> Profile >> Edit Profile

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Creating a password

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You can manage your account settings in the area under your NAME in the top, right-corner of the screen

When you register you must first create a password:

1. Click on Account Settings

2. Complete the information required and create a password for future use

3. Save your information

Creating a passwordHome >> NAME >> Account Settings

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Setting up E-invoicing Information

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E-Invoicing is the functionality we are using within Coupa that generates compliant invoices on your behalf

To set up your E-invoicing:

1. Click on Admin in the top menu

2. Click on E-Invoicing Set up

3. Click on Add Legal Entity

Setting Up E-Invoicing Information Home >> Admin >> E-invoicing Setup

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4. Add the Company’s Legal Entity Name

5. Click Continue

Setting Up E-Invoicing Information – Step 1Home >> Admin >> E-invoicing Setup >> Add Legal Entity

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6. Enter Company Registration Number

7. Click Save & Continue.

Setting Up E-Invoicing Information – Step 1 Home >> Admin >> E-invoicing Setup >> Add Legal Entity

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Complete the needed information

1. What addresses do you invoice from?

Enter: a) an invoice address, b) a Ship From address, c) and a Remit-To address

Setting Up e-Invoicing Information – Step 2Home >> Admin >> E-invoicing Setup

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b

c

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2. Banking Information:

PLEASE DO NOT

COMPLETE THE BANKING

INFORMATIONS SECTION!!

IF YOU NEED TO CHANGE YOUR BANKING INFORMATION PLEASE CONTACT:

Setting Up e-Invoicing Information – Step 2

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PLEASE DO NOT COMPLETE THE BANKING INFORMATIONS SECTION!!

IF YOU NEED TO CHANGE YOUR BANKING INFORMATION PLEASE CONTACT:

APMYOA@KPMG.NL

APMYOA@kpmg.nl

22© 2019 KPMG Advisory N.V., registered with the trade register in the Netherlands under number 33263682, is a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (‘KPMG International’), a Swiss entity. All rights reserved.

3. What is your Tax ID: Enter your tax country and VAT ID

4. Miscellaneous: Enter an Remit-to-Code (e.g. invoice from code) and a Preferred Language for your CSP

5. Click on Save & Continue

Setting Up E-Invoicing Information- Step 2HOME >> Admin >> E-Invoicing Setup

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Where do you want to receive payment? 1. If you would like to receive

payments to an address different to that entered above, Click Add Remit-To and add a new address (see Add Remit-To form on next slide)

2. If you would like to use the same address, click Next.

Setting Up E-Invoicing Information – Step 3HOME >> Admin >> E-Invoicing Setup

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If you chose Add Remit-To, complete the required fields:1. Address2. Integration information3. Banking Information: This is

populated from our ERP system. Please do not complete the banking information section

IF YOU NEED TO CHANGE YOUR BANKING INFORMATION,

PLEASE CONTACT:

crediteurenadministratie@kpmg.nl

4. Remit-To Contact5. Assign Customer6. Click on Save & Continue

Setting Up e-Invoicing Information – Step 3 HOME >> Admin >> E-Invoicing Setup >> #3 Where do you want to receive payment >> Add Remit-To

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3APMYOA@kpmg.nl

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Where do you ship goods from?1. If you ship goods from a

location different to that where your legal entity is registered, Click Add Ship From and add a new address.

2. If you would like to use the same address, click Done.

Setting Up e-Invoicing Information – Step 4 HOME >> Admin >> E-Invoicing Setup

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If you chose Add Ship From, complete the required fields.

1. What is your Ship From Address?

2. Integration information3. Contact information4. Assign Customers5. Click on Continue6. You will see the green tick

once you have saved your changes.

Congratulations! At this point you will be registered and able to start receiving Purchase Orders from KPMG NL. 7. Click Return to Admin to

continue with setting up your Account, if desired. You can also do this at a later moment

Setting Up e-Invoicing Information – Step 4HOME >> Admin >> E-Invoicing Setup

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Working in the CSP

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Ability to check invoice status

How does KPMGs P2P Process work?

Invoice Approved

Invoice Received

Confirmation Goods/Services

Received

Purchase Orders (PO) issued to Supplier

ApprovalGiven

Purchase Request

Made

Purchase Need

Flip PO /Create Invoice

Acknowledge Purchase

Order

Receive Purchase

Order

suppliers

Delivers goods/services

Invoice Payment

Contact information

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Who to contact for what

Nature of your question Who to contact

Questions regarding your PO The person making the request

Onboarding on to the CSP / Technical issues KPMGsuppliers@kpmg.nl

Regarding your contract Your KPMG service manager

Regarding your invoice, or changes in your banking details

APMYOA@kpmg.nl

General information about Coupa and the CSP https://success.coupa.com/Suppliers/For_Suppliers

KPMG information about working together via the CSP https://home.kpmg/nl/en/home/about/procurement/for-suppliers.html

KPMG on social media KPMG app

The KPMG name and logo are registered trademarks of KPMG International.

© 2019 KPMG Advisory N.V., registered with the trade register in the Netherlands under number 33263682, is a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (‘KPMG International’), a Swiss entity. All rights reserved.