Coupa Software Inc.

Coupa Incorporated

David Williams

Donna Wilczek

Raja Hammoud

Gabriel Perez

Robert Bernshteyn

Noah Anthony Eisner

Dave Stephens

Seggy Umboh

Zachary Randles

Vincent Toesca

Rajiv Ramachandran

Parand Tony Darugar

Rohit Jalisatgi

Tushar Rawal

Matthew Pasquini

Adam Alphin

Faraz Ahmed Qureshi

Graham Melcher

Thomas Brent Knott

Rob Bernshteyn

In an embodiment, a computer-implemented method comprises storing invoice data comprising a plurality of invoice objects, each invoice object comprising a digital programmatic object that is maintained in computer memory, each invoice object comprising one or more data fields that are programmatically linked to and storing data for an invoice between a supplier account and a buyer account, the one or more data fields including a remittance address that specifies an address to which a payment is to be sent; determining, based on the plurality of invoice objects, a set of unique remittance addresses, each unique remittance address of the set of unique remittance addresses associated with a distinct supplier account; generating a first set of payment objects based on the set of unique remittance addresses, each payment object of the first set of payment objects associated with a unique remittance address of the set of unique remittance addresses; determining, based on the plurality of invoice objects, that a particular unique remittance address of the set of unique remittance addresses is associated with multiple buyer entities of a particular buyer account; in response to determining that the particular unique remittance address of the set of unique remittance addresses is associated with the multiple buyer entities of the particular buyer account, generating a second set of payment objects, each payment object of the second set of payment objects associated with the particular unique remittance address and a distinct buyer entity of the multiple buyer entities; causing multiple payment transactions based on the first set of payment objects and the second set of payment objects.

Automatic payment batching and release in an online procurement system

In an embodiment, an automated computer-based method for improving a computer system to be able to predict rejections of requisitions submitted to the computer system, the method comprising receiving a requisition from a client device; determining, at a scoring unit of a computer system, a probability value indicating a likelihood that the requisition would be rejected if the requisition is submitted to a requisition approval chain; transmitting the probability value from the computer system to the client device to be displayed on a display of the client device.

Automated computer-based prediction of rejections of requisitions

A method and apparatus are herein disclosed for allowing suppliers to generate an invoice from a purchase order without requiring them to log in or pre-register with a networked application. Implementation is provided by having a first user provide a first document to a networked application. An electronic notification is dispatched to a receiver for the first document with a unique link to a data entry page within the networked application. The data entry page is sandboxed with limited functionality within the networked application, but accepts data from the receiver to be sent directly into the first user's system.

Providing access to a networked application without authentication

Techniques for tracking software platform utilization by a plurality of entities are described herein. In an embodiment, a management computer system stores first entity data defining a first entity and associating the first entity with a plurality of first accounts, the first entity having access to the management computer system programmed which provides options for performing a plurality of tasks. The management computer system tracks a first plurality of interactions with the management computer system that are performed by each of the plurality of first accounts. The management computer system stores first interaction data defining one or more aspects of interaction with the management computer system that are performed by each of the plurality of first accounts. The management computer system stores second entity data defining a plurality of second entities and associating each of the plurality of second entities with a plurality of second accounts. The management computer system tracks a second plurality of interactions with the management computer system that are performed by each of the plurality of second accounts. The management computer system stores second interaction data defining the one or more aspects of interaction with the management computer system performed by each of the plurality of second accounts. The management computer system computes one or more first metrics for the first entity based, at least in part, on the tracked first interaction data. The management computer system computes one or more second metrics for the plurality of second entities based, at least in part, on the tracked second interaction data. The management computer system generates a display comprising a comparison between the one or more first metrics for the first entity and the one or more second metrics for the plurality of second entities.

Tracking interactions with a software platform and identifying underutilization of software platform features in a specific deployment

A computer-implemented method comprises determining, that a first document corresponds to a particular template that provides field specification data for identifying one or more fields from a document; generating a first electronic validation form as a graphical user interface from the first document using the particular template; sending a second notification of the first electronic validation form via email to the sender device, the notification comprising a first option for confirming invoice data in the first electronic validation form, at least some of the invoice data inline or as an attachment, and a second option for updating the invoice data in the first electronic validation form; uploading, in response to a selection of the first option, the invoice data into an enterprise resource planning (ERP) system; causing, in response to a selection of the second option, presentation of the first electronic validation form by the sender device.

Feedback validation of electronically generated forms

A method and apparatus for form processing is provided, requiring little to no data entry. Upon receiving an electronic notification containing a form, a validation server extracts an electronic contact address from the electronic notification. The validation server then applies a template associated with the sender's electronic contact address to a document to extract information necessary to generate an electronic form comprising machine parsable data. The sender is then granted access and prompted to validate the electronic form. The sender entity validates the electronic form by making any necessary changes or revisions and by submitting the editable web form. The form's parsable content is then stored directly as data in a database. In some embodiments, the validation server may accept the electronic validation with additional revision information. In these embodiments, the revision information may be applied to future forms received from the sender. Optionally, the revision information may also be used to create a new version of the template specifically associated with the sender's electronic contact address.

A method and apparatus for form processing is provided, requiring little to no data entry. Upon receiving an electronic notification containing a form, a validation server extracts an electronic contact address from the electronic notification. The validation server then applies a template associated with the sender's electronic contact address to an OCRed document to extract information necessary to generate an electronic form comprising machine parsable data. The sender is then granted access and prompted to validate the electronic form. The sender entity validates the electronic form by making any necessary changes or revisions and by submitting the editable web form. The form's parsable content is then stored directly as data in a database. In some embodiments, the validation server may accept the electronic validation with additional revision information. In these embodiments, the revision information may be applied to future forms received from the sender. Optionally, the revision information may also be used to create a new version of the template specifically associated with the sender's electronic contact address.

A method for utilizing a policy system in the requisitioning of goods or services over a network, the network connected to a server, thereby allowing communication between the server and a plurality of users, each user having a login ID and belonging to one of a plurality of classes, the method comprising: the server storing each user's login ID, each user's class information, and a plurality of policies, wherein the class information comprises the identification of each class to which the user belongs, and each policy is associated with a class; a user logging into the server using the user's login ID; the user providing search input to the server; the server processing the search input; the server determining the appropriate policies, wherein the appropriate policies are policies that are determined to be associated with the user's class information; and the server providing the appropriate policies to the user.

Policy system for E-procurement

In an embodiment, a method comprises sending, from a procurement computer to a client computer, a message indicating that a pre-authorization request for one or more requested items from an e-commerce website was approved; causing displaying a particular item as approved for purchase from the e-commerce website; causing launching a web browser and causing downloading a shopping cart webpage of the e-commerce website; sending, from the procurement computer to the shopping cart webpage, item information associated with the particular item, and causing displaying the item information on the shopping cart webpage as one of one or more ordered items; in response to determining that the user requested to proceed to a checkout webpage, causing downloading the checkout webpage and causing displaying the one or more ordered items on the checkout webpage; causing placing a purchase order for the one or more ordered items from the checkout webpage.

Shopping at e-commerce sites within a business procurement application

A method of and device for enabling the requisitioning of items over a network. The network is coupled to a server, thereby allowing communication between the server and a generating-user, a requisitioning-user and an initiating-user. The server generates a requisition template in response to input received from the generating-user. The server sends an initial e-mail message to the requisitioning-user's e-mail address in response to direction received from the initiating-user. The initial e-mail message includes the requisition template. The initial e-mail message is configured to result in the creation of a reply e-mail message in response to the requisitioning-user selecting to reply to the initial e-mail message from the e-mail application that is accessing the initial e-mail message, the reply e-mail message including the requisition template.

Growing community of inventors

San Mateo, CA, United States of America

David Williams