Coupa Invoice Management
and Reporting Training

Get trained by one of Coupa’s largest customers and trusted service providers.

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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.

View our Coupa Training Courses and other Procurement Learning Materials in the Resource Portal or Register to create an account and purchase your course.

2-Day Course

Cost: $2,400 per person
Format: Virtual or In-Person
Languages: English (and Spanish upon request)

First come, first served.

Option to purchase additional support hours after course completion.

Options available for dedicated/individualized courses:

  • Buy out a whole class for your company
  • Jabil trainers can come to you
     
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The Coupa Invoice Management and Reporting Training Course is designed by Coupa and is being taught by certified practitioners from the Jabil procurement team. This course is ideal for Accounts Payable and Finance team members and professionals involved in invoice management. This two-day course will provide users with the knowledge and skills to navigate the intricacies of invoice management within the Coupa platform.

Learning objectives and topics covered

  • Convert purchase orders into invoices for streamlined financial transactions while maintaining accuracy
  • Configure Coupa’s invoice workflow settings
  • Handle PO-Invoice-Receipt mismatches
  • Interpret invoice statuses and system labels
  • Manage credit notes and invoice disputes
  • Submit invoices through various channels in Coupa
  • Optimize efficiency and compliance for E-Voicing
  • Navigate the entire invoice workflow, from creation to payment approval
  • Utilize the invoice feature for efficient management

Course Completion

Upon completion there will be an Invoice Management and Reporting Certification Exam that participants must complete and pass to receive credential and a digital badge to display on social media platforms.

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Modules & Topics

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.

Introducing Jabil’s Resource Portal

View training resources, register, track progress, and complete courses; all in one place.

Jabil’s Resource Portal is your one-stop destination for comprehensive Coupa training. It offers a variety of learning options, including Instructor-Led Trainings—live, expert-guided virtual sessions designed for both end users and administrators, featuring structured certification tracks. You’ll also gain access to Jabil-proprietary courses that enhance Coupa platform expertise.

Looking to bundle courses or book a training?  Register in the portal!

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