Accounts Payable Specialist Certification with Microsoft Excel (Voucher Included)

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...

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9 Months / 100 Course Hrs
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Stephen F. Austin State University

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Accounts Payable Specialist Certification with Microsoft Excel (Voucher Included)

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Course code: GES2091

What you will learn

  • To perform the key duties and responsibilities of an administrative assistant
  • To effectively use Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook, at their most advanced level
  • Use AI and Microsoft Copilot in Excel to create columns, analyze data, and import or frame data more efficiently

How you will benefit

  • Develop a high level of understanding of the Certified Administrative Professional (CAP) body of knowledge
  • Set yourself up for success in an administrative career by learning relevant real-world skills
  • Gain the knowledge necessary to pass the CAP exam
  • You will receive IAAP Membership and a study guide upon qualification for the CAP exam
  • Be prepared to sit for the Microsoft Office Specialist (MOS) Associate Certification Exams
  • Improve spreadsheet productivity by using AI and Microsoft Copilot to speed up data analysis, support content creation, and streamline common Excel tasks

How the course is taught

  • Self-paced, online course
  • 9 Months to complete
  • Open enrollment, begin anytime
  • 100 course hours
  1. Part 1 - Microsoft Excel Certification Training
    1. Unit 1 - Introduction to Microsoft Excel Training

      Lesson 1: Microsoft Office Basics - Quizzes: 0, Assignments: 0

      • Logging in to Microsoft 365
      • Installing Applications
      • Creating New Files and AutoSaving
      • Protected View
      • File Sharing
      • File Collaboration
      • Version History
      • Getting Updates
      • Mac Versions

      Lesson 2: Creating a Microsoft Excel Workbook - Quizzes: 1, Assignments: 1

      • Starting Microsoft Excel
      • Creating a Workbook
      • Saving a Workbook
      • The Status Bar
      • Adding and Deleting Worksheets
      • Copying and Moving Worksheets
      • View Options for the Worksheet
      • Closing a Workbook

      Lesson 3: The Ribbon - Quizzes: 1, Assignments: 0

      • Tabs
      • Groups and Commands
      • Microsoft Search Box
      • Customizing the Ribbon

      Lesson 4: The Backstage View (The File Menu) - Quizzes: 1, Assignments: 3

      • Introduction to the Backstage View
      • Opening a Workbook
      • New Workbooks and Excel Templates
      • Printing Worksheets
      • Personalizing Microsoft Office

      Lesson 5: The Quick Access Toolbar - Quizzes: 1, Assignments: 1

      • Getting Started
      • Adding Common Commands
      • Adding Additional Commands with the Customize Dialog
      • Adding Ribbon Commands or Groups

      Lesson 6: Entering Data in Microsoft Excel Worksheets - Quizzes: 1, Assignments: 2

      • Entering Text
      • Inserting and Deleting Cells
      • Inserting Hyperlinks
      • Inserting WordArt
      • Using AutoComplete
      • Entering Numbers and Dates
      • Using the Fill Handle

      Lesson 7: Formatting Microsoft Excel Worksheets - Quizzes: 1, Assignments: 4

      • Selecting Ranges of Cells
      • Hiding Worksheets
      • Adding Color to Worksheet Tabs
      • Adding Themes to Workbooks
      • Adding a Watermark
      • The Font Group
      • The Alignment Group
      • The Number Group

      Lesson 8: Editing Worksheets - Quizzes: 1, Assignments: 2

      • Find
      • Find and Replace
      • Using the Clipboard
      • Moving Columns / Rows

      Lesson 9: Working with Rows and Columns - Quizzes: 1, Assignments: 1

      • Inserting and Deleting Rows, Columns, and Cells
      • Transposing Rows and Columns
      • Row Height and Column Width
      • Hiding and Unhiding Rows and Columns
      • Freezing Panes

      Lesson 10: Using Formulas in Microsoft Excel - Quizzes: 1, Assignments: 1

      • Math Operators and the Order of Operations
      • Entering Formulas
      • AutoSum (and Other Common Auto-Formulas)
      • Copying Formulas
      • Relative, Absolute, and Mixed Cell References

      Lesson 11: Finalizing Microsoft Excel Worksheets - Quizzes: 1, Assignments: 1

      • Setting Margins
      • Setting Page Orientation
      • Setting the Print Area
      • Print Scaling (Fit Sheet on One Page)
      • Repeating Headings
      • Headers and Footers

      Introduction to Microsoft Excel Exam

    2. Unit 2 - Intermediate Microsoft Excel Training

      Lesson 1: Common Functions - Quizzes: 1, Assignments: 7

      • Using Named Ranges in Formulas
      • Using Formulas That Span Multiple Worksheets
      • Functions: IF and IFS
      • Functions: AND and OR
      • Functions: NOT
      • Functions: SWITCH
      • Functions: COUNTIF, AVERAGEIF, and SUMIF
      • Functions: PMT and NPER
      • Functions: TEXTJOIN and CONCAT
      • Text Functions
      • Date and Time Functions

      Lesson 2: Working with Lists - Quizzes: 1, Assignments: 4

      • What is a List of Data?
      • Removing Duplicates from a List
      • Sorting Data in a List
      • Filtering Data in a List
      • Adding Subtotals to a List

      Lesson 3: Visualizing Your Data - Quizzes: 1, Assignments: 2

      • Chart Basics
      • Tools for Editing Charts
      • The Format Tool Tab
      • Using the Three Chart Buttons
      • The Format Task Pane
      • Useful Charts
      • Line and Area Charts
      • Hierarchy Charts
      • Statistic Charts
      • Other Charts
      • Combo Charts
      • Using Recommended Charts
      • Sparklines
      • Add and Format Objects
      • Working with Shapes
      • Working with Icons
      • Working with SmartArt
      • Using the Quick Analysis Tool

      Lesson 4: Working with Tables - Quizzes: 1, Assignments: 1

      • Format Data as a Table
      • Table Design Tool Tab
      • Formatting Individual Cells
      • Selecting Table Rows and Columns
      • Structured References
      • Convert a Table to a Range

      Lesson 5: Advanced Formatting - Quizzes: 1, Assignments: 2

      • Cell Styles
      • Conditional Formatting
      • Conditional Formatting: Highlight Cells Rules
      • Conditional Formatting: Top/Bottom Rules
      • Conditional Formatting: Data Bars, Color Scales, and Icon Sets
      • Conditional Formatting: Create a New Rule
      • Removing Conditional Formatting

      Intermediate Microsoft Excel Exam

    3. Unit 3 - Advanced Microsoft Excel Training

      Lesson 1: Using PivotTables - Quizzes: 1, Assignments: 1

      • How PivotTables Work
      • Timeline Filters
      • Inserting Slicers
      • Grouping Data
      • Calculated Fields
      • PivotCharts

      Lesson 2: Advanced Functions - Quizzes: 1, Assignments: 2

      • Function Syntax
      • ROWS, COLUMNS, INDEX, and XMATCH
      • Arrays and Array Formulas
      • SORT, FILTER, and SORTBY
      • Lookup Functions
      • The LET Function
      • The TRANSPOSE Function

      Lesson 3: Auditing Workbooks - Quizzes: 1, Assignments: 1

      • Inspecting a Workbook
      • Tracing Precedents and Dependents
      • Watch Window
      • Evaluating Formulas
      • Error Checking

      Lesson 4: Data Tools - Quizzes: 1, Assignments: 5

      • Importing Data from Online Source
      • Converting Text to Columns
      • Importing Files
      • Linking to External Data
      • Controlling Calculation Options
      • Data Validation
      • Consolidating Data
      • What-If Analysis

      Lesson 5: Recording and Using Macros - Quizzes: 1, Assignments: 2

      • Recording Macros
      • Running Macros
      • Editing Macros
      • Adding Macros to the Quick Access Toolbar

      Lesson 6: Working with Others - Quizzes: 1, Assignments: 1

      • Comments and Notes
      • Protecting Worksheets and Workbooks
      • Marking a Workbook as Final
      • Other Sharing Concerns

      Advanced Microsoft Excel Exam, Final Microsoft Excel Exam

  2. Part 2 - Accounts Payable Specialist Certification
    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

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.

Instructor Interaction: The instructor looks forward to interacting with learners in the online moderated discussion area to share their expertise and answer any questions you may have on the course content.

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

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.

About Certification: Microsoft

Microsoft is a global leader in software development and technology solutions. Microsoft programs such as Excel, Word, Outlook, and PowerPoint are used both at home and at work. Microsoft provides certifications in these programs that range from beginner to expert level, helping professionals realize their full potential. Whether you want to learn a single program or the entire Office Suite, completing a Microsoft-certified course is the first step.

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.

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.

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.

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.

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.

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

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.

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.

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."