Ungerboeck Certified Event Financials (Revenue Management) Associate
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 professionals currently employed by an Ungerboeck customer.
- The Ungerboeck Event Financials (RM) Associate certification is for event professionals who have been working with an organization 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, and 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?
The Ungerboeck Learning Center and Knowledge Base are excellent resources to review the above topics. In addition, experience using Ungerboeck at your workplace and attending Ungerboeck Unite!
About the exam
The tests consists of 50 multiple choice questions, and you will have 30 minutes to complete it.
You must score 80% or more to pass the exam.
Validity
Ungerboeck certifications are valid for 3 years.
Pricing
Exam fee: $99 USD.
Retake fee: $49 USD.
I'm ready!
Click the button below to start the certification process.
Note: You must have an active account on the Ungerboeck Learning Center to take the test. Request your free account here.