Add Supporting Documents for Bank Transfer Accounts
For a Bank Transfer payment method, your Coupa customer may require that you upload supporting documents to verify the account during onboarding or when you add, update, or share a payment method. This applies to new or newly created payment methods in the Coupa Supplier Portal (CSP).
From the Coupa Core platform, your Coupa buyer (customer) can specify the supporting documents they require for bank accounts you use with payment methods in the CSP.
If you have the Admin or Payment Method Admin role in the CSP, you are guided to upload the supporting documents that a buyer requires during your onboarding. You may also upload supporting documents when you add, configure, and share payment methods.
Depending on the workflow and the status of your payment methods, it may be mandatory or only optional to upload the supporting documents. Upload the requested documents by browsing or dropping the files in the Supporting Documents field. See the following use cases for details:
- Initial CSP onboarding with a new supplier
- When you add a bank account during onboarding, the CSP shows a mandatory Supporting Documentation section with the required documents. You must upload at least one supporting document to proceed in the onboarding process.
- Onboarding existing supplier to a new customer
If your existing supplier connects to a new customer that requires documents for a bank method you already use, the CSP prompts you to upload the requested documents before you can finish onboarding. If you've never uploaded documents for that method, you must attach at least one file to proceed; if you've already uploaded documents, the system prompts you to add any additional required documents.
- New payment method for existing supplier
- When you add a new payment method for an existing supplier, the Supporting Documents section appears, but is optional. You also see a list of all document types requested by any of your linked customers.
- Share a payment method
- When you choose which customers to share the payment method with, it is mandatory that you upload documents to the Supporting Documents section if any selected buyer requires them. You see see a list of which customers are asking for which documents, and you must upload at least one supporting document to share the payment method.
- Edit an existing payment method
if you edit a previously configured payment method, you can add supporting documents at any time in the process. If any connected customer requires supporting documentation, you see combined checklist of all unique document types requested across your linked customers. You then have the option to upload the files with the Supporting Documentation field.
For more information, see View and Manage Payment Methods Information in the CSP and Complete the CSP onboarding.