View and Manage Notifications

View your notifications and set your notification preferences.

Notifications are the way Coupa keeps you informed about new information or changes related to your account. Manage your notification settings to be alerted according to your preferences.

Warning:

Some notifications are now shown in the Coupa Supplier Portal (CSP) Workbench. For more information, see Manage the CSP Workbench and CSP Workbench Actions and Notifications.

View your notifications

You receive notifications through email or SMS. To view your notifications:

  • Check your email or phone numbered registered in the platform. These messages will include a link to see more information or instructions on how to proceed.
  • If you don't see any notifications:
    1. Log in to your CSP account.
    2. Hover over your username on the top tight corner of the window.
    3. Select the Notification Preferences option.
    4. Review your registered email and mobile(SMS) number registered.
    5. Mark the notification you wish to receive and the method you want to receive it.
    6. Select the Save button at the bottom right of the page.

You can change your settings by following the steps in Change your CSP notification preferences below.

View your tasks

To see your tasks in the workbench:

  1. Log in to your CSP account.
  2. Go to the top menu and select the Workbench button ( ). This redirects to your CSP Workbench.
  3. Select a notification to be redirected to the relevant page.

For more information, see Manage the CSP Workbench.

Change your CSP notification preferences

You can change your settings to receive notifications through email or SMS. To change your notification settings, follow the next steps:

  1. Log in to your CSP account.
  2. Go to the My Account Notification Preferences page. There are several ways to see the page:
    1. Hover over your username on the top tight corner of the window, and Select the Notification Preferences option.
    2. Select the Workbench button and select the Notification Preferences button in the top tight corner.
    3. Go to your Account Settings. For more information, see Manage Your Account.
  3. On the My Account Notification Preferences page, select the check boxes for the items that you want to receive the notification types:
    • Email: Get notified to your registered email when there are changes, or updates for actionable and non-actionable events.
    • SMS (short text message). Get notified to your registered email when there are changes, or updates for actionable and non-actionable events. SMS notifications are turned off by default. You can choose to receive notifications in short text messages only if you have an SMS-capable device and you validate your phone number. For more information, see Manage Multi-Factor Authentication. If you turn SMS notifications on, but you disable mobile phone verification, your SMS notification selections are deleted. You can also stop receiving SMS notifications if you reply STOP.
  4. Select the Save button on the bottom right of the page.

Notifications in the CSP

The following table presents all settings and notifications you can enable or disable from the My Account Notification Preferences page:

Table 1.
SettingDescription

Announcements

New Customer Announcement

Disabled by default

Business Performance

Business Performance role grantedEnabled by default through email
Catalogs
A new comment is received

Enabled by default through email

A catalog is approvedDisabled by default.
A catalog is rejectedDisabled by default.
A catalog is about to expireDisabled by default.
Coupa Accelerate

New Early Pay Customer

Enabled by default through email
Coupa Pay – Available only if your customer uses Coupa Pay and enabled the related features.
New digital checkEnabled by default through email
New virtual cardEnabled by default through email
Virtual card reissuedEnabled by default through email
Virtual card reminderEnabled by default through email
Payment role given to userEnabled by default through email
Virtual card processing failureEnabled by default through email
Bank transfer remittance adviceEnabled by default through email
Virtual card remittance adviceEnabled by default through email
Zero payment remittance adviceEnabled by default through email
Digital Check CancelledEnabled by default through email
Virtual Card CancelledEnabled by default through email
Invoice Adjusted AutomaticallyEnabled by default through email
Digital Wallet Remittance AdviceEnabled by default through email

Early Payments – Available only if your customer enabled the feature.

Early payment request expiredEnabled by default through email
Early payment request rejectedEnabled by default through email
Early payment request matchedEnabled by default through email
Early payment request paidEnabled by default through email
Early Payment Request Rejected by FinancierEnabled by default through email
Form Responses
A form response is approvedEnabled by default through email
A form response is rejectedEnabled by default through email
Supplier information is updatedEnabled by default through email
A new comment is received

Notifies you if your customer sends you a new comment or a reply to your question/comment regarding a Supplier Information Management (SIM) form request/response.

Enabled by default through email

A form response needs your attentionEnabled by default through email
Integration Errors
Enable notification for integration errorDisabled by default.
Invoices
A new comment is received

Enabled by default through email

An invoice is approvedEnabled by default through email
An invoice is paidEnabled by default through email
An invoice is disputedEnabled by default through email
An invoice is withdrawn from disputeEnabled by default through email

Legal Invoice Export Ready

Enabled by default through email
An invoice is abandonedEnabled by default through email
Orders
A new comment is receivedEnabled by default through email
A new order is receivedEnabled by default through email
An order is canceledEnabled by default through email
Order Header Changes
Order change request is rejectedEnabled by default through email
Profile
Public profile is updatedDisabled by default.
An information update request is receivedEnabled by default through email

Receipt Request

Receipt createdDisabled by default.
Terms of Use
New Terms of Use are receivedEnabled by default through email
Users
A new customer connection is createdEnabled by default through email
Service/Time Sheets
A Service/Time Sheet is approvedEnabled by default through email
A Service/Time Sheet is rejectedEnabled by default through email

Notifications FAQ

What is the difference between a notification and a task?

Notifications are the way Coupa keeps you informed about new information or changes related to your account. You can receive notifications through email or SMS.

Tasks require an action in order to be completed. These appear on your workbench when Coupa or their customers needs you to take an action.

Why can't I see a notification in the workbench?

Some notifications do not require any action on your part. For example, when an invoice is approved, there typically isn't any follow-up needed from suppliers, so there is no task for you to perform. You can configure your notification settings to receive an email when such events happen by following the steps in Change your CSP notification preferences above.

How can a customer use the workbench?

If you are a buyer or customer and want to read more about the Workbench, you can find the documentation in Coupa Compass > Products > Supply Change Collaboration > Supply Chain Collaboration Documentation > Purchas Order Collaboration > Using PO Collaboration > Use the Workbench to Manage Order Confirmation Tasks > Understand the Workbench.