Sign Up and Set Up

Sign Up and Set Up

1. Create an account

1.1 When you have been set up by the Accounts Payable team, you will receive an email invitation to sign up to the Coupa Supplier Portal (CSP). Click the “Join Coupa Supplier Portal” button to open the create account page.

1.2 On the Create an Account screen, check that your name is recorded correctly, and update it if not. Choose and enter a password. Choose your country/region and enter your tax registration number if you are tax/VAT registered. If you are not tax/VAT registered check the box for “I do not have a Tax ID”, you can then enter a reason in the box that appears. Example: You could put “not VAT registered in this box” as your reason.

After you have filled out all required fields, click the button to create an account.

1.3 You may be asked to enter a six digit verification number before you can set up your account. This number will be emailed to you and just needs to by typed into the boxes to continue.

1.4 The next screen may ask you if you want to join an existing account. If you get this screen, choose “No, continue creating a new account” and click Next.

After you click Next, you may get a popup asking for your contact information, click “Skip for now” at the bottom of this and the next few screens and then click the Finish button. You will be taken to your CSP dashboard.

You do not need to pay anything to use the Coupa Supplier Portal, so if you are offered to “Get Coupa Verified” you can select the “Free Forever” Option.

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2. Set Up Legal Entity

2.1 In order to submit invoices on the Coupa platform, you have to set up a Legal Entity to invoice from.

From your dashboard. select the Business Profile tab, and the Legal Entities tab below. Click the Create button to create a new legal entity.

2.2 In the popup window, enter your business name (or your name if you do not have a business name), and choose your country/region. For the Tax Registration information, enter your country/region again and your tax/VAT ID - if you are not registered for tax/VAT then check the box for “I don’t have a Tax ID number” enter a local tax ID in the box that appears. If you do not have a local tax ID (e.g. in the UK) then enter “n/a”.

2.3 Scroll down to the bottom half of the window and enter the required information (Type of Company and your business address. Board of Directors and Invoice-From Code are not required.

Click Save.

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3. Adding Bank Details

3.1 After clicking Save on your legal entity, you will see a small popup asking if you want to enter your bank details, click continue and you will be taken to the Remit To screen. Click the Add Remit To button and next in the small popup.

3.2 In the next screen, select Bank Account for the payment type and enter your bank account details as required. If your bank is a non-UK bank then make sure your bank account currency matches the currency you will be invoicing in.

3.3 If your bank is a non-UK bank then enter the SWIFT/BIC code. If your bank is in the UK then check the box for “my bank does not have a BIC code”, as it is not required. Choose a remit to address for the bank account - usually this will be the saved address you entered earlier. Make sure Tes is selected as a customer that can use this account and click Save & Continue.

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