AP Portal Monitoring allows your team to stay on top of status updates from portals, without logging in.

More coming soon! If there's a specific portal you'd like to see support for, please let your CSM know.

In Administration > Company, locate the AP Portal Settings tile. Enable actions for

If you do not see this section, contact your CSM to enable the feature in your account.

When enabled, Tesorio monitors all emails sent from Coupa and Ariba to the email accounts connected to your Tesorio instance.

Team Accounts: emails are monitored automatically

Individual Accounts: emails from do_not_reply@<yourcustomer>.coupahost.com and *@ariba.com are monitored automatically.

When an email is received, the AP Portal Provider is automatically set for the customer. Click the icon to the right of the portal name to visit the portal.

You can also set this status manually in the customer drawer or in the workspace.

The AP Provider can also be set in bulk.

There are 5 potential invoice statuses

Add columns and filter by Portal Provider and Statuses in the Invoices workspace.

Hover over the Email Icon to the right of the AP Portal Status to see the source email.

Each time an invoice's status is updated, a note is created to reflect the update. When an email contains a note or comment from your customer, the details will automatically be added to the Notes field in Tesorio.

If the invoice portal status is Disputed, Tesorio automatically creates a Task for the invoice assignee. If there is no assignee, the task is created but not assigned.

When the invoice portal status is Approved or Paid, Tesorio automatically sets the promise to pay date for the invoice. If a specific expected settlement date is provided, that date is used. If no specific date is given, the promise to pay date is set based on the terms assigned to the invoice, calculated from the day of approval. So, if the invoice is Net 30 and approved on June 1, the promise to pay date is set as June 30.