This integration consists of these components:
- Kofax AP Essentials.
The Coupa integration enables cooperation between Kofax AP Essentials and Coupa. It leverages more power and adds value to your current accounts-payable system by extracting data from supplier invoices without any tedious projects or expensive hardware investments.
The Coupa integration supports these features:
Processing of purchase order and non-PO invoices as well as credit notes.
Optionally export invoice images, attachments and original emails to Coupa.
Posting of PO invoices containing one or more purchase orders.
Manual and automatic line-item pairing.
- The integration synchronizes master data between Coupa and
Kofax AP Essentials. Suppliers, currencies, contracts, units of
measure and PO data are imported, so the data is available for selection during invoice processing in
Kofax AP Essentials.
To reduce bandwidth when importing suppliers, purchase orders and lookup names, the Coupa integration supports delta synchronization. This means, when Kofax AP Essentials imports data, it only imports changes in the data, rather than importing all the data every time. For example, new suppliers and changed suppliers are imported, whereas suppliers that have not changed between synchronizations are not uploaded.
Extraction of tax data and multiple tax rates in headers and line items.
Data templates for mapping custom fields.
Where to go from here
Before you can use Coupa with Kofax AP Essentials, you must complete these steps:
After you complete the steps above and the rest of the customer setup, you are ready to begin processing invoices using the integration for Coupa.