Here’s a detailed breakdown of the Coupa dashboard.
Click Log In
Click Close or Take Tour
*It is recommended to take the Tour at least once.
The main tabs you will be using for Spotify are:
Notifications, Merge Accounts, Profile,
Orders, Invoices, and Admin.
Notifications is similar to an Email inbox. You can set your notification preferences by clicking the “Notification Preferences” on the top right corner. Once you adjust, scroll to the bottom and click Save.
The Public Profile will not update anything for Spotify.
If you need to update your company’s information for Spotify, please click the Spotify profile.
This is where Spotify’s purchase orders (PO) are located.
*If you do not see any purchase orders, please reach out to your Spotify Contact.
This is your invoices page, from here you will be able to see the status of your submitted invoices. You can use the view function to sort by status or “Create View” to create your own view.
*You will not be able to edit an invoice once it is submitted.
The Admin tab is where you will be add Users, Merge your other Coupa accounts, View your Remit-To information, and complete your E-invoicing Setup.
To invite Users, click “Invite User”, enter the user’s information, and select the permissions and customers you wish to give them access to. Click Send Invitation and the User will receive an Email from Coupa prompting them to accept and create a password.
On this page, you will be able to view any merge request you may have and accept/decline them. You will also be able to send out Merge request using this page as well. Merge requests is used if you have more than one Coupa profile.
Enter in the Email address of the other account and click ��Request Merge”. They will receive a notification to accept or decline.
*This can also be found on the homepage. If a recommended supplier appears on the homepage and you click Request Merge, this page will appear.
Here you will be able to view all the Legal Entities you created. You will be able to deactivate the entities by clicking “Action” or adding new Legal Entities by clicking “Add Legal Entity”.