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