working with kpmg via the coupa supplier portal (csp) · csp menu 3. notifications: allows you to...

Working with KPMG via the Coupa Supplier Portal (CSP)KPMG NLCoupa Supplier Portal (CSP) Registration Info Pack Last updated: Oct 2019

2© 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.

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. KPMG will ask you to share with us your latest company contact and financial information so that we can set up an account for you in Coupa.

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 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.


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


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 on the CSP• Navigating the CSP• Making a Profile• Creating a Password• Setting up E-invoicing Information in the CSP

Step 2: Setting up your account• Managing your Notification Preferences in the CSP• Security and Two-factor Authentication• Setting up Additional Users from your Organisation• Setting up Merge Accounts

Step 3: Managing your Purchase Orders • Receiving POs in the CSP• Acknowledging POs in the CSP

Step 4: Invoice and Credit Notes• Creating an invoice in the CSP: PO ‘flip’• Creating a Credit Note against a PO• Creating a PO to give a Discount

Step 5: Tracking the status of Orders• Checking the Status of an Invoice in the CSP• Creating Views in the CSP• Contact information

Table of Contents Click this icon to return to the Table of Contents at

any point

Navigating through this User Guide. How to use this guide • Click on the themes you are interested below to see the relevant slides• Click this icon to return to the Table of Contents at any point

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


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


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


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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3

Creating a password


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


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

a

b

c


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

2

PLEASE DO NOT COMPLETE THE BANKING INFORMATIONS SECTION!!

IF YOU NEED TO CHANGE YOUR BANKING INFORMATION PLEASE CONTACT:

[email protected]

[email protected]

mailto:[email protected]


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:

[email protected]

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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[email protected]

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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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Step 2:Setting up your Account• Managing your Notifications

• Security and Two-factor Authentication

• Setting Up Additional Users

• Setting up Merge Accounts

Managing your Notification Preferences


1. Once you are logged into the CSP you can set up how you would like to receive information from us in your Account Area

2. Click on Notification Preferences under your name in the top right corner of the screen

Notification Options:

a) Catalogues: Thesenotifications are relevant only to suppliers that host a catalogue with KPMG

b) Coupa Accelerate: KPMG does not have this function set up at this time.

c) Coupa Pay: KPMG does not have this function set up at this time

Managing your Notification PreferencesHome >> NAME >> Notification Preferences

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a

b

c


Enable/disable the notifications that you would like to receive according to your preference and situation:1. Online: You will receive

notifications online within the CSP inbox

2. E-mail: You will receive notification in your personal email (as previously provided)

3. SMS: you will receive a text message to the number you provide in Two-Factor Authentication

Notification Options:

d) Form Responses notifications are in principle not used by KPMG

e) Invoices notifications provide information about the status of your invoice

Managing your Notification PreferencesHome >> NAME >> Notification Preferences

d

e

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f) Orders notifications let you know when an PO and/or extra request has been sent to you by KPMG. **TURN THIS ON TO ENSURE YOU RECEIVE POs FROM US.

g) Profile notifications provides information about your profile

h) Terms of Use notification lets you know if KPMG updates our Terms of Use

i) Users notifications indicate if a new customer connection is created

j) Service/Time Sheets is not a module that has been installed by KPMG at this time

Click on Save at the bottom of the screen to save your preferences

Managing your Notification PreferencesHOME >> NAME >> Notification Preferences

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f

g

i

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j


Presuming you have set up the your notifications preferences to receive a notification online, you will find all your notifications under the Notifications tab.

5. When there are new notifications you will see a red ball appear beside the NOTIFICATION tab, indicating the number of new notifications needing attention.

Receiving Notifications Home >> Notifications

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Security and Two-factor Authentication


1. Click on Security & Two-Factor Authentication to control additional login settings

Managing the security of your accountHome >> NAME >> Security & Two-factor authentication

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2. For extra security you can use the Two-factor Authentication feature that Coupa provides.

This is not mandatory from KPMG’s side, but is recommended.

Managing the security of your accountHome >> NAME >> Security & Two-factor authentication

Setting Up Additional Users


Using the CSP, suppliers can invite additional users of their company to access the CSP.

1. Click on Admin on the CSP homepage

2. Click on the Users section

3. Click on Invite User

Setting up Additional UsersHome >> Admin >> Users

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The Invite User screen will appear.

4. Complete the following:

• Enter the user’s information

• Select which permissions the user should have access to

• Select which customers the user should have access to

5. Select Send Invitation. The user will receive an email notification with a link to register.

Setting up Additional UsersHome >> Admin >> Users >> Invite user

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Setting up Merge Accounts


A company may have multiple CSP accounts, which can happen when several users from the same company sign-up for, or are invited to, the CSP via different email addresses. It is possible to merge these accounts through a Merge Request.

Merging reduces confusion for existing and potential customers.

Coupa will suggest merges based on email domain – i.e. all users with the @example.com domain will receive a suggestion to merge. This will show up on the CSP homepage, or can be accessed via Admin.1. In order to request to Merge

Accounts from the CSP homepage, find the supplier email address Coupa has recommended you merge with, and select Request Merge.

Setting up Merge AccountsHome >> Admin >> Merge Accounts

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In order to access Merge Requests via the Admin tab:

1. Click on Admin

2. Click on Merge Requests

3. Under Initiate Merge Request provide the email address you would like to merge your account with

4. Select Request Merge

Setting up Merge AccountsHome >> Admin >> Merge requests

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5. Complete the following fields in the Request Account Merge form:

a) Account Owner – Select the new owner of the merged account – either My Account or Their Account

b) Note - Provide a request note as to why you would like to merge

c) CAPTCHA – Check that you are not a robot in the CAPTCHA request

Click Send Request to request to merge the selected accounts

Make my company the owner of the merged account: This will cause the other account to be merged into the supplier company account. The other user's company account will be removed. Make the company I'm sending this request to the new owner of the merged account: Supplier company account will be removed. The other user's company account will become the only company account.

Setting up Merge AccountsHome >> Admin >> Merge requests >> Request merge

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c

Step 3: Purchase Orders (PO)

• Receiving a Purchase Request (PO)

• Acknowledging and/or Commenting on a Purchase Request (PO)

Receiving a Purchase Order (PO) in the CSP


When KPMG issues a purchase order (PO) you will receive a notification, according how you have set up your notification preferences.

It is possible to receive notifications via:

1. The Coupa Supplier Portal

2. E-mail notification in your company email inbox, e.g. the email address you provided (thus also accessible via mobile devices).

3. An SMS (only possible if you have enabled your Two-factor Authentication (under My Account).

Receiving a Purchase Order (PO)

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Chocolates 100Attn: Charlie [email protected]

Chocolate 100 - pack 50


When you are working in the CSP platform it is possible to see Purchase Order notifications in two places:

1. You will see new purchase orders (POs) in the Notifications area in the top, right-hand area of the CSP.

2. In addition you will be able to view all POs under the Orderssection of the CSP.

Receiving a Purchase Order (PO)1

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1. Status: status of the PO2. Order date: date the PO was

created 3. Revision date: date the PO was

revised; if the PO does not have revisions this will be the same as the order date

4. Requester: name of the Requester

5. Email: e-mail address of the Requester

6. Payment Term: payment term 7. Attachments: Attachment from

Requester8. Acknowledged: *please click here

to acknowledge the purchase order and let your customer know you will take action

9. Ship-to Address: ship-to address10.Terms: STAN = Standard Shipping

terms

Receiving a Purchase Order (PO)Home >> Orders >> Purchase Order #....

1234567

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11.Lines: line level information for each item.

Important: Goods and services with different tax levels demand a different Line per level

12.Print View: allows you to view the print view of the PO

13.Add Comment: allows you to add comments to your KPMG requester

14.Create Invoice: allows you to ‘flip’ the PO to an invoice

NOTE: You can create a number of invoices against one PO until the amount of the PO is reached.

Receiving a Purchase Order (PO)Home >> Orders >> Purchase Order #....

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Clicking on Print View will allow you to view a print friendly version of the POThis will include:1. Date of request2. Payment terms3. Shipping terms (STAN

stands for Standard).

Receiving a Purchase Order (PO)Home >> Orders >> Purchas Order #

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Acknowledging a Purchase Order (PO)


1. When you receive a PO:

• Check the Acknowledge box to let the requester know that you have received the PO and will take action.

Acknowledging a Purchase Order (PO)Home >> Orders

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2. To add a comment for your requester, enter your comment in the Comments box

3. Then click on Add Comment

4. When your requester responds, you will receive a notification and will also be able to see their response here.

All comments entered here will be viewable to KPMG.

Adding Comments to a Purchase Order (PO)Home >> Orders

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Step 4:Invoices and Credit NotesCreating an Invoice by ‘flipping’ a POCreating a Credit Note Against a POCreating a Credit Note for a Discount

Creating an Invoice by ‘flipping’ a PO


To create an invoice in the CSP you transform, or ‘flip’ the PO you have received and send it back via the system.

1. Click on the Orders tab2. Search the purchase order

(PO) number to be invoiced3. Click on the stack of Gold

Coins icon

A pre-populated invoice template will pop up.

Creating Invoices: PO ‘Flip’ Home >> Orders >> PO number

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1. Review and complete (marked with asterisk are mandatory):

General Info* Invoice #: your own invoice #* Invoice Date: date of invoice

Date of Supply: please add date shipped* Currency: same as in PO (EUR)

Delivery Number: if relevantSupplier Note: add your comments hereAttachment: supporting materials (e.g. kilometres, expenses etc…)Cash Accounting Scheme and Margin Scheme: not used

From: (fields are prepopulated)* Supplier: your entity* Supplier VAT ID: your VAT ID* Invoice From Address: your invoice entity* Remit-To Address: your remit to entity* Ship From Address: your ship from entityTo: (field are prepopulated)

Customer: KPMG entity* Bill to Address: KPMG Invoice entity* Buyer VAT ID: KPMG VAT ID

Ship To Address: KPMG ship to entity

Creating Invoices: PO ‘Flip’ from Coupa InboxHome >> Orders >> PO number >> Gold Coins

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2. Per line item confirm the information:

1. Qty: pre-populated from PO2. UOM: Unit of Management3. Price: pre-populated from PO4. Contract: pre-populated from PO5. Supplier Part Number: if applicable6. VAT Rate:7. VAT Amount:8. Tax Reference: 9. Add Tag: you can include any other

terms to describe the good / service hear, which will be searchable

10.Add Line: KPMG does not use this function. Attempted lines will not arrive to our system. If you require a new line, please contact the requester and ask them to amend the PO.

Creating Invoices: PO ‘Flip’Home >> Orders >> PO number

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11.Save a Draft: allows you to return and complete at a later point

12.Click on Calculate once everything is finished to determine and add the tax amount to the invoice

13.Submit: The sends the invoice immediately through to KPMG

14.Add Comment: throughout the invoicing cycle you can remain in contact with KPMG by leaving comments in this section

Creating Invoices: PO ‘Flip’Home >> Orders >> PO number

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If you have configured your notifications preferences to send new POs to your email address, you can immediately:

a) Create an Invoice

b) Acknowledge a PO

c) Add a Comment to the PO

Creating Invoices: PO ‘Flip’ from an email

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Chocolates 100Attn: Charlie [email protected]

Chocolate 100 - pack 50

a b c

a b c

62© 2019 [legal member firm name], a [jurisdiction] [legal structure] and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative, a Swiss entity. All rights reserved.

It can be that you receive a Purchase Order for a number of items, but you deliver them over a period of time.

You do not have to wait until all items have been delivered to be able to send an invoice.

You can submit multiple invoices against one PO. Return to the PO and follow the same process again. Note: If you have submitted previous invoices against a PO, the original amount will still be displayed. This number does not reduce with each invoice.

Creating Multiple Invoices against a PO

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Creating a Credit Note against a PO


1. Go to the Invoice tab

2. Search for the Purchase Order to be credited.

Creating a Credit Note Home >> Orders

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3. At the top of the Purchase Order you will see a description of the two resolution options.

You can either Cancel or Adjust an invoice.

Creating a Credit NoteHome >> Orders

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4. If you need to credit an invoice, or part of an invoice, you should choose Adjust?


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5. Complete the information required with the star:Credit Note #:Create Note Date: Currency:Supplier: this number is automatically generatedSupplier VAT ID: this number is automatically generatedInvoice From Address: Remit-To Address: Ship From Address: Bill To Address: Buyer VAT ID:

6. The amount on your Credit note will be pre-populated with a red, negative number to indicate that this is a credit note.


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7. Taxesa) This field will be pre-populated. Do

not changeb) This field will be pre-populated. Do

not change. If incorrect, check the c) Please note that Tax Description

and Tax Reference are not used by KPMG.

Note: You cannot make a partial credit via this system. We ask that you create a full credit note and then invoice against the revised or new PO that will be sent to you.


ba

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c


8. Click on Calculate to calculate the tax.

9. To add a comment for KPMG, enteryour comment in the Comments box and then click on Add Comment.

10.Click Submit to send your credit note.

Should you need to add extra lines or have questions regarding the tax, please contact AP and they will assist you.


[email protected]

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mailto:APMYO&[email protected]


9. Click on Yes to create a new invoice to replace the one you just created, if needed.


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Creating a Credit Note to give a Discount


1. Go to the Orders tab

2. Search for the Purchase Order to be credited with a discount

3. Click on the stack of Red Coin icon

Creating a Discount Credit NoteHome >> Orders

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4. Complete mandatory fields:Credit Note #: enter a credit note numberCredit Note Date: select a credit note datePayment Terms: these are the payment terms from the POCurrency: this is the currency from the POStatus: current status of the credit noteOriginal Invoice #: reference the original invoice you wish to apply a discount to with this credit noteOriginal Invoice Date: reference the original invoice date for this credit noteImage Scan: upload a scanned copy of the invoice if needed; supports only PDF, JPG, and PNG formatsSupplier Note: enter any notes for KPMGAttachments: attach supporting documentation or copy of your invoice; all types of attachments are supported


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4. Complete mandatory fields:

FROM* Supplier: your company name* Supplier VAT ID:* Invoice From Address:* Remit-To Address: your remit-to address

for this invoice but you can choose to add an additional one by setting it up in the “Admin” section of the CSP first

* Ship From Address:


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4. Complete mandatory fields (with asterisk):

TO:• Customer: will always defaulted to KPMG

Staffing &Facility Services* Bill to Address: bill to address from the

PO* Buyer VAT ID: * Ship To Address: ship to address from the

PO


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5. Complete line level information. Here you may edit the quantity/amount if you are sending a partial invoice.

a) For credits, confirm that there is a negative price if the line is amount based and only contains a price field.

b) If the line is quantity based, confirm a negative quantity and leave the price as positive.

Please note that Tax Description and Tax Reference are not used by KPMG.

Should you need to add extra lines or have questions regarding the taks, please contact AP and they will assist you.


b

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5

[email protected]



7. Click on CalculateTo add a comment for KPMG, enter your comment in the Comments box and then click on Add Comment.

When your KPMG Requester responds, you will receive a notification and will also be able to see their response here. All comments entered here will be viewable to the KPMG Requester and KPMG Accounts Payable.

8. If you want to save the invoice for later, click on Save as Draft. If you are ready to submit the invoice, click on Submit and then click on SendInvoice in the pop-up confirmation window.


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Step 5: Tracking the Status of Orders

• Checking the Status of an Invoice in the CSP

• Creating Views in the CSP

Checking the Status of an InvoiceCreating Views in the CSPContact information

Checking the Status of an Invoice in a CSP


1. Click on the Invoices tab

2. Select the Invoice # you require

Checking the Status of an InvoiceHome >> Invoices

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3. You will be able to see the Status (see next slide for different options)

4. Aswell as the payment information of the invoice.

Checking the Status of an InvoiceHome >> Invoices

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You can also see the status of an invoice under the Invoice tab.

Possible status notifications include: 1. Approved2. Abandoned3. Disputed4. Draft5. Invalid6. Pending Approval7. Processing8. Voided

The Approved status indicates that the invoice payment process has started. Depending on banking days and/or other transaction that need to take place, you will be paid shortly

Status options

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Source: Page 80 of CSP Admin and User Guide_v.10, valid until Sept 2019

Creating Views in the CSP


You can create a custom report anywhere where you see a Viewdrop down field. In this example, we will create a custom report for invoices in pending approval status.

1. Click on the Invoices tab and in the View drop down field click on Create View

2. Build your report by selecting Create View from the dropdown list (details available on the next slide)

Creating Views and ReportsHome >> Invoices >>Create view

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1. Name: Provide a name for your report; must be less than 30 characters

2. Visibility: Choose who can see your report. Ensure that you always select Only Me. If you select Everyone all other users for your organization will be able to see your report.

3. Start with View: Allows you to set a starting condition of your report (i.e. Start with all ordered requisitions)

4. Conditions: Select All or Any to identify if you want your report to match all conditions or any conditionsAdd the needed conditions from the drop down field. You can add multiple by clicking on the plus sign

5. Columns: Drag and drop fields from the Available Columns section to the Selected Columns section. You can drag and drop the fields to re-order the order you want the columns to appear in your report. All fields under SelectedColumns will be viewable in your report.

6. Sort By: Allows you to sort your data by specific criteria


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3. Click on Save to save the report

4. Once you have the report saved, you can click on the Export option to export the report to a CSV or XLS type of file


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Contact information


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 [email protected]

Regarding your contract Your KPMG service manager

Regarding your invoice, or changes in your banking details

[email protected]

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



https://success.coupa.com/Suppliers/For_Suppliers

https://home.kpmg/nl/en/home/about/procurement/for-suppliers.html

KPMG on social media KPMG app

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© 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.

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working with kpmg via the coupa supplier portal (csp) · csp menu 3. notifications: allows you to...

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