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About This Certification

Take your career to the next level, earn recognition, and validate your skills in your job-role.

Ungerboeck Certified Event Financials (Expense Management) Associate

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An Ungerboeck Certified Event Financials (Expense Management) Associate has proficiency in the day-to-day use of the Expense Management back-office functionality within Ungerboeck software.

Who is this for?

  • The Ungerboeck Certification Program has been developed for Ungerboeck customers only.
  • The Ungerboeck Event Financials (EM) Associate certifications is for event professionals who have been working with an organisation using Purchasing, Payables and other Expense Management functionality within Ungerboeck software for at least one year.
  • Accounts Payable Clerks/Officers who are responsible for managing Supplier Vouchers & Payment Batches, and understand the associated Purchasing transactions.
  • Ungerboeck users wanting to progress to the Finance Professional certification in the future .

Skills measured

This list includes weighting, question groups and detailed areas. This list is intended to illustrate how we are assessing those skills, and is not a comprehensive listing of the content of the exam.

Navigation: 10%

  • General Navigation
  • Views & Favorites

CRM: 10%

  • Accounts & Contacts
  • Activities
  • Checklists
  • Notes
  • Documents
  • Emails
  • A/P Demographics

Vouchers: 25%

  • Supplier Invoices
  • Vouchers
  • Voucher Approvals

Inventory: 10%

  • Inventory Items

Payment Processing: 10%

  • Payment Batches

Requisitions & Purchase Orders: 20%

Expense Reporting: 10%

  • Inquiry Windows & Expense Reporting

How should I prepare?

These training courses and materials will help with exam preparation:

On-demand courses

  • Navigation & System Overview
  • Views & Favorites
  • Introduction to Ungerboeck Financials
  • Financials Tips, Tricks and Financial Reporting Best Practices
  • Accounts, Contacts and Affiliations

Instructor-led courses

  • Financial Reporting & Dashboards
  • Procurement & Expense Management

In addition to the above, experience using Ungerboeck at your workplace, attending Ungerboeck Unite or visiting the Ungerboeck Knowledge Base are also beneficial.

About the exam

The tests consists of 50 multiple choice questions, and you will have 45 minutes to complete it.
You must score 80% or more to pass the exam.


Ungerboeck certifications are valid for 2 years.


Exam fee: $99 USD (waived until 31 December 2020)
Retake fee: $49 USD (waived until 31 December 2020). Exam can be retaken 1 week after the last attempt.

I'm ready!

Click the button below to be notified when the certification test is available.
Note: You must have an active account on the Ungerboeck Learning Center to take the test. Request your free account here.

Take the Test

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