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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 (Revenue Management) Associate

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An Ungerboeck Certified Event Financials (Revenue Management) Associate has proficiency in the day-to-day use of the Revenue 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 (RM) Associate certification is for event professionals who have been working with an organisation using Receivables and Revenue functionality within Ungerboeck software for at least one year.
  • Accounts Receivable Clerks/Officers who use Ungerboeck to process day to day Invoicing and Payments transactions.
  • Credit & Collections Staff who manage debtors and follow ups using Ungerboeck.
  • Advanced Sales or Event Management staff who also have a broader knowledge of the processing of Accounts Receivable transactions in Ungerboeck.
  • 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/R Demographics

Invoicing: 30%

  • Event Invoicing
  • Event Settlement/Closing
  • Payment Plans
  • Statements and Reminders
  • Corrections: Credits and Voids

Payments: 30%

  • Payments
  • Deposits
  • Cash Receipt Inquiry & Reconciliation
  • Cash Batches
  • Corrections: Adjustments, Applications, Moving transactions

Revenue Reporting: 10%

  • Inquiry Windows & Revenue Reporting

Revenue Configuration Basics: 10%

  • Resources, Price Lists & Order Forms
  • Orders
  • Cash Receipt Management (Receivable Transaction Types)
  • Resources – GL Distribution Schemes & Taxes

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
  • Accounts Receivable: Payment Portal
  • Accounts Receivable: Reminders & Statements
  • Accounts Receivable: Payment, Tax & Invoice Corrections

Instructor-led courses

  • Intermediate Accounts Receivable

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 45 multiple choice questions, and you will have 50 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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