ERP & APCoupa and Trace Global
Read utility invoices and payment status from Coupa and load audited utility invoices into Coupa for approval and payment.
- Vendor
- Coupa Software
- Method
- Coupa Core API (REST) for invoices, payments and suppliers, with cXML or CSV invoice loads
- Direction
- Bidirectional
- Typical setup
- 1 to 2 weeks
Coupa customers often route utility bills through Coupa invoicing, either keyed by a shared services team or loaded by a bill-pay vendor. Trace Global reads those invoices and their payment status through the Coupa Core API.
Where you want us to take over entry, we create invoices with the bill image attached, coded to the right account and chart of accounts segments, and they follow your Coupa approval chain. We can also load invoices through cXML or CSV if that is how your current feeds run.
Access uses an OAuth client created in your Coupa instance with scopes limited to invoices, suppliers and payments.
How the data feeds the audit
- Catch the same bill entered twice, once by a site and once by the bill-pay feed.
- Calculate late fees caused by invoices stuck in approval past the utility due date.
- Find invoices for accounts at closed sites that are still being approved.
- Confirm utility credits reduce the next invoice rather than disappearing.
Setup
- 1Create an OAuth client in Coupa with invoice, supplier and payment scopes.
- 2Share the client credentials through the credential vault.
- 3List the utility suppliers and accounts in scope.
- 4Reconcile recent invoices to captured statements.
- 5Enable invoice creation if you want Trace Global to load bills.
Data exchanged
| Object | Detail |
|---|---|
| Invoices | Invoice number, supplier, invoice date, status, total and the attached image. |
| Invoice lines | Line amounts with account and chart of accounts segments. |
| Payments | Payment date and amount for each paid invoice. |
| Suppliers | Utility supplier records matched to utility account numbers. |
| Audited invoices (outbound) | New invoices created through the API with coding and the bill PDF. |
Coupa questions
Yes. Invoices we create are routed by your existing approval rules.
No. We read what they load and audit it. If you replace them later, we can take over the load.
Read scopes for invoices, suppliers and payments. Write scope for invoices only if you enable outbound loads.
Related connectors
Find out what your utilities owe you.
Connect bills for up to 50 meters. Get the findings report in about three weeks. Pay nothing unless money comes back.
- from bill access to first findings report
- 21 daysfrom bill access to first findings report
- of filed claims accepted by the utility in full or in part
- 94%of filed claims accepted by the utility in full or in part