Invoice Management and Reporting Certification (Elearning)

Content
6 modules
Difficulty
Basic
Course Length
8 hours
Instructor
On-demand eLearning
Price
$0 - 2595

Description

What's this course about? 

The Invoice Management and Reporting Certification course is designed to provide you with 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. Throughout the course, you will gain the knowledge and skills to navigate the intricacies of invoice management within the Coupa platform.

Topics include

  • Procure-to-Pay Workflow
  • Invoicing Configuration
  • Invoice Submission
  • Configure Coupa’s Invoice Workflow
  • Day-to-Day Invoice Processing

What's in it for you? 

Along with gaining transferable knowledge and skills, you will earn a certification credential and receive a digital badge. This badge serves as evidence of your dedication towards professional development and allows you to display your achievement on social media platforms.

Is this course right for you? 

This course is ideal for roles such as Accounts Payable and Finance team members and professionals involved in invoice management. 

Objectives

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.

1.
Platform Foundations
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2.
Introduction to Business Spend Management
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3.
Invoice Management and Reporting
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4.
Course Feedback Survey
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5.
Exam Instructions
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6.
Invoice Management and Reporting Certification Exam
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Privacy Policy

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Our Privacy Policy has been drafted to comply with applicable data privacy laws, in particular, the GDPR. If the GDPR or another Applicable Data Privacy Law does not apply to you, not all terms of this Privacy Policy may be relevant to you. To learn more about our approach to GDPR compliance, please click here.

 

Terms and Conditions for Purchased Training

  1. Training purchased in this Learning Management System (“LMS”) shall be governed by the terms and conditions of the Master Subscription Agreement, or equivalent agreement, between Coupa Software, Inc. or its Affiliates (“Coupa”) and Customer, or, if no such agreement exists, Coupa’s Master Subscription Agreement, located at https://www.coupa.com/master-subscription-agreement shall apply.  Additional terms and conditions for training services offered hereunder are detailed at: https://compass.coupa.com/en-us/learning/terms-and-conditions.

  2. Travel and business expenses incurred by attendees associated with the above trainings are the responsibility of Customer and are not included in the fees listed in the LMS.

  3. If full payment is declined or otherwise not received by the class date, a late payment penalty of 2% of the amount past dues will be assessed.  Coupa shall invoice Customer any unpaid balance on the last day of the class (“Training End Date”) and Customer shall pay the invoice in accordance with the payment terms provided.  All payment obligations are non-cancellable and all amounts paid are non-refundable.

  4. Coupa reserves the right to cancel the class at any time due to lack of minimum attendance, in which case, Coupa shall issue a redemption code good for a future session of the same training.

  5. Attendees are responsible for any taxes required by the country or municipality where they attend training, and may be billed separately by Coupa if unpaid by the Training End Date.

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