Completing the Partner Cash Manager Gold Certification

Once you’ve run through the Cash Manager Getting Started Training Guide 2, you’re ready to be certified.

This is easy to do, in a few steps:

  1. Complete the exercise 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.


Gold Certification Exercises

  1. Show how to get to Supplier Info and where to update Supplier Aging;
  2. Show how to do a Budget Comparison across two of the three Budgets you set up in your Intermediate Training;
  3. Point out where you can create a Budget using the actuals within the Accounting;
  4. In the 30 Days Cash Flow (under settings) include all Filters for Cash Flow but exclude Creditor Open Purchase Orders;
  5. When viewing the 30-Day Cash Flow Forecast, point out the end of day Cash Balance, on three separate days;
  6. Customise one or two Charts.

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

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.

Once we have verified your recording, we will immediately certify you.

If you have any questions or need help at any time, please call or email us at

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