Medius
A report that shows status in order facilitate movement to get it approved
What is Open Invoices By Handler Report
She and team is responsible for purchase card administration, fuel card administration, travel and expense reporting, compliance audits, Coupa Expense
What is Ellie Bray
Name 2 team members that could help with Coupa Procurement side of things
Who is Patrick Harden, Kendall Olsen, Kyle Horspool, Gary Scovill, Brandi Mechling
Expense not being recognized on the financials and primarily used for issuing purchase orders
What is New Status
The provision of support and backup is not included
What is Invoice Missing Attachments Report
A report that shows pending processing in Medius but has not gone through into Medius for review
What is Medius Capture Inbox
Coupa Expense is primarily used for what category?
What is travel, meals, and entertainment (TM&E)
What is Open up a Jira ticket under Procurement Coupa category or reach out to the Coupa communication channel under Coupa procurement
Requiring both a debit and a credit entry. Used to adjust department numbers, GL codes, etc.
What is a Journal Entry
Activities created but not calculating any revenue
What is Activities Not Generating Report
A report and method of accounting in which non-PO invoice expenses are recorded as they are incurred
What is Medius Accrual [Report]
A report and method of accounting in which pcard and reimbursable expenses are recorded as they are incurred
What is Coupa Expense Accrual [Report]
A report and method of accounting in which PO based invoice expenses are recorded as they are incurred
What is Coupa Invoice/Procurement Accrual [report]
Transaction reducing or increasing revenue on an invoice
What is Memos
Activities that have not been finalized but created on an invoice
What is Preliminary Status Report
Channel in which you can ask questions about Medius
What is the AP Help Line
A report that shows purchase card and expense report data. Helps determine pass thru accounts and status.
What is Coupa Expense Lines Report
Report that determines if the order has not been acknowledged as "received". If it has not been received in Coupa it does not hit the financials.
A report that shows all AP in Input
what is All Pending Input Report
Activities that have not been finalized and accrued
What is Uninvoiced Activities
Process in which to change a Medius Approver
What is submit a ticket to Jira under Financial Systems [Hoa manages this]
Two types of expense report completed through Coupa Expense
What is Trip Based and what is other expenses
Tab in which you can review requisitions for the site to review
Orders or Invoices
3 stages of Invoice Approval Process
What is pending submission, pending approval, pending distribution
A report to track Invoice Approval Status (Hint: New)
What is Invoice Approval Report in Power BI