Accounts Payable Specialist Certification with Microsoft Excel

Accounts payable specialists are key members of any organization, ensuring bills and commitments are paid on time, accurately and completely. Many AP specialists rely on software like Microsoft's Excel program to collect, track and update important financial data. This online course will prepare you for the Microsoft Office Specialist (MOS) Expert certification exam for Excel and award you an Accounts Payable Specialist (APS) certification upon successful course completion. APS is an associate-level certification offered Institute of the Finance & Management (IOFM), which demonstrate your understanding of invoices, payments, T&E, Automation and other key financial functions.

What you will learn

• To create, modify, and manage Excel workbooks
• To use formulas, functions and work with tables
• To convert, sort, filter, and manage lists
• To use conditional formatting and styles
• To create pivot tables and charts
• To import and export data
• Foundations of accounts payable best practices, specifically internal controls and tax and regulatory matters
• To identify process improvements in the accounts payable function
• Automation technology terminology of and how it affects your profession

How you will benefit

• Prepared for the Microsoft Office Specialist (MOS) Expert in Excel Certification Exam
• Use these skills in most workplace situations
• Manipulate data faster by learning helpful formulas and tricks
• Higher earning power – certified AP professionals earn more than their non-certified peers.
• Sharper skills – certification builds skills – from fundamentals to advanced AP practices.
• More respect – certification places you in an exclusive group of AP professionals whose skills are proven to meet a global standard of excellence.
• A stronger resume – certification demonstrates that you've gone above and beyond to develop your skills and that you meet a rigorous training standard.

1. Microsoft Excel Certification Training
   1. Introduction to Excel
      1. Microsoft Office Basics
      2. Creating a Microsoft Excel Workbook
      3. The Ribbon
      4. The Backstage View (The File Menu)
      5. The Quick Access Toolbar
      6. Entering Data in Microsoft Excel Worksheets
      7. Formatting Microsoft Excel Worksheets
      8. Editing Worksheets
      9. Working with Rows and Columns
      10. Using Formulas in Microsoft Excel
      11. Finalizing Microsoft Excel Worksheets
      12. Introduction to Excel Exam
   2. Intermediate Excel
      1. Common Functions
      2. Working with Lists
      3. Visualizing Your Data
      4. Working with Tables
      5. Advanced Formatting
      6. Intermediate Excel Exam
   3. Advanced Excel
      1. Using PivotTables
      2. Advanced Functions
      3. Auditing Workbooks
      4. Data Tools
      5. Working with Others
      6. Recording and Using Macros
      7. Advanced Excel Exam
   4. Microsoft Excel Final Exam
2. Accounts Payable Specialist Certification Introduction
   1. Overview
   2. Internal Controls
   3. Tax and Regulatory
   4. Vendor Master File
   5. Invoices
   6. Payments
   7. Travel and Entertainment (T&E)
   8. Technology and Automation

Requirements:

Hardware Requirements:

• This course must be taken on a PC. Macs are not compatible.

Software Requirements:

• PC: Windows 10 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
• Microsoft Office 365, 2021, or 2019 (not included in enrollment). While you can use an older version of Microsoft Office, if you do, there will be some differences between your version and what you see in the course.
• Adobe Acrobat Reader .
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

Prerequisites:

While there are no prerequisites to take this course, you should be comfortable using a personal computer and be familiar with operating Microsoft Office software.

Certification Requirements:

IOFM recommends that you meet one of the following for the (APS) certification:

• No degree = 3 yrs. AP experience
• 2-year degree = 2 yrs. AP experience
• 4-year degree = 1 yr. AP experience

Pam Miller

Pam Miller, Senior Trainer, IOFM, was the first candidate to earn AP certification as an Accredited Payables Manager (APM) with distinction. Her professional background includes 15 years as Director of AP at BMC Select. She is recognized in the accounts payable industry as an innovator and an early adopter of AP related technologies. Before working in AP, she spent six years in the IT industry, implementing point of sale software.

Judy Bicking

Judy Bicking, APM, is a Senior Trainer for IOFM and a 27-year veteran of Johnson & Johnson. She is a recognized pioneer and leader in Procure-to-Pay and Credit Management. After a career in AR and AP management, Judy leads the development and implementation of J&J's two Shared Service Centers, located in the U.S and Europe. These shared services handle over 2.5 million invoices across 200 decentralized companies.

Tracy Berry

Tracy Berry has been a senior graphic designer/programmer, instructor, and consultant since 1993 and has developed hundreds of logos, marketing materials, websites, and multimedia solutions for customers worldwide. She was also involved in several large corporate software rollouts. She has helped many organizations optimize and streamline data solutions. She teaches both onsite and online courses and has her CTT (Certified Technical Trainer) certification. Tracy specializes in teaching graphics, desktop publishing, web design, and reporting/productivity applications.

Does this course prepare you for a certification?

Yes, IOFM Accounts Payable Specialist (APS) Certification Exam (final exam of course). You will also be prepared for the Microsoft Office Specialist (MOS) Excel Expert Certification exams.

When can I start this course?

This course is open enrollment, so you can register and start the course whenever you are ready. Access to your course can take 24-48 business hours.

How long does it take to complete this course?

After you register, you will receive 9 months to complete the course. The time allotted for completion has been calculated based on the number of course hours.

What if I don't have enough time to complete the course within the time frame provided?

If you are unable to complete the course, contact your Student Advisor to help you work out a suitable completion date. Please note that an extension fee will be charged. If you are funded through a third-party organization, approval may also be required.

What kind of support will I receive?

Our courses are designed to accommodate various learning preferences. Depending on the course structure, you may get different forms of support. Self-paced courses are designed to be user-friendly and independent, minimizing the need for external support. In courses with instructors, our direct platform support feature includes opportunities for questions, discussions, and remediation, with email and phone support available for select courses. Our student advising team is available to guide you on program requirements and administrative requests, but they do not provide assistance with course content. Our goal is to provide you with the necessary support for success, whether it's through self-paced exploration, direct communication, or guidance from our advising team.

What happens when I complete the course?

Upon successfully passing the final exam, you will be awarded a certificate of completion from the school or organization that you registered through.

Am I guaranteed a job?

ed2go courses will help you gain the skills you need to obtain an entry-level position in most cases. However, you should always research the job market in your area before enrolling.

Can I get financial assistance?

ed2go courses are non-credit, so they do not qualify for federal aid, FAFSA, and Pell Grant. In some states, vocational rehab or workforce development boards may provide funding to take our courses. Additionally, you may qualify for financial assistance if you meet certain requirements. Learn more about financial assistance.

How can I get more information about this course?

If you have questions that are not answered on our website, representatives are available via LIVE chat. You can also call us at 1-877-221-5151 during regular business hours to have your questions promptly answered. If you are visiting us during non-business hours, please send us a question using the "Contact Us."