Coupa Invoice Management and Reporting Training
Get trained by one of Coupa’s largest customers and trusted service providers.
Jabil now offers comprehensive training and certification for Coupa Invoice Management and Reporting!
The Invoice Management and Reporting Certification course provides you a comprehensive understanding of the end-to-end invoice workflow and the key components involved in successfully processing invoices from entry to approval for payment. You will gain the knowledge and skills to navigate the intricacies of invoice management within the Coupa platform.
This course is ideal for Accounts Payable and Finance team members and professionals involved in invoice management.
Upon course completion, participants will take the Invoice Management and Reporting Certification Exam. Successful candidates will receive a certification credential and a digital badge to display on social media platforms.
Course Overview
| Duration: | 2 days |
| Location: | Virtual or In-Person |
| Cost: | $̶2̶4̶0̶0̶ per person. Discounted price: $2,000* *Price valid for training courses booked and completed before January 31, 2025 |
| Languages: | English |
Virtual Course Dates
| November: | 4-5 EST |
| December: | 5-6 EST |
| January: | 22-23 CST |
| February: | 10-11 CST |
| March: | 20-21 CST |
| April: | 7-8 CST |
| May: | 22-23 CST |
| June: | 5-6 CST |
| July: | 14-15 CST |
| August: | 18-19 CST |
| September: | 22-23 CST |
| October: | 23-24 CST |
| November: | 5-6 CST |
| December: | 2-3 CST |
Modules & Topics
| Topics Covered |
| Procure-to-Pay Workflow |
| Invoicing Configuration |
| Invoice Submission |
| Configure Coupa’s Invoice Workflow |
| Day-to-Day Procurement |
| Learning Objectives |
| Flip purchase orders into invoices, simplifying the invoicing process and maintaining accuracy in financial transactions. |
| Generate comprehensive reports on invoices, facilitating data-driven decision-making and analysis. |
| Handle PO-Invoice-Receipt mismatches effectively, minimizing discrepancies and maintaining accurate financial records. |
| Implement best practices for e-invoicing in Coupa, optimizing efficiency and compliance. |
| Interpret invoice statuses and system interface labels to make informed decisions and take appropriate actions. |
| Manage credit notes and handle invoice disputes to maintain healthy supplier relationships. |
| Overcome challenges related to blocked invoices and unapproved invoices, ensuring smooth invoice processing. |
| Process invoices seamlessly through the various submission channels utilized in Coupa, ensuring timely and accurate processing. |
| Streamline invoice management by effectively navigating the entire invoice workflow, from creation to approval for payment. |
| Use the Invoice Inbox feature to efficiently manage incoming invoices, reducing manual efforts and improving productivity. |
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