Completing the Partner Cash Manager Silver Certification

Once you’ve run through the Cash Manager Getting Started Training, you’re ready to be certified.

This is easy to do, in 3 steps:

  1. Complete the 3 exercises below (on your desktop version of Cash Manager);
  2. Do this by recording the exercise (see How to Certify, below);
  3. Once complete, email us your outcomes.

How to certify

  1. Use the free Jing screen capture video recording software to record the various sections of the Silver or Gold Certification.
  2. You can only record up to 5 min per video, so ensure you break your recordings up.
  3. There is no need to edit – send us your raw video (via the Jing Screenshare link) to

For more information on how to use Jing, see here:

Once we have verified your recording, we will immediately certify you and you can progress to Intermediate training if you wish. If you have any questions or need help at any time, please call or email us at


If you have your own screen recording software, there’s no need to use Jing. Record as per normal, and send your completed recording via this page.

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