AP Essentials (APS) Administrator

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AP Essentials 2025.1 Update training is available now. Log into the course, and then scroll down to the Product Update Training section for the AP Essentials 2025.1 Update training component.

Course Title: AP Essentials Administrator
Course ID and Course P/N: APS-TRN-BADMNV-000
Duration: The course duration tag represents the video and reading time for all course components. Expect to spend 10 hours in the product version guided learning paths to complete the content, labs, and exams through certification.
Skill Level: Introductory - Intermediate

Description: Kofax AP Essentials™, formerly Kofax ReadSoft Online™, supports your AP function by automating the capture and validation of invoices from any source, in any format.

Whether you are an administrator responsible for configuring and monitoring AP Essentials or a partner administrator responsible for onboarding new customer accounts, this course is for you.

Prerequisites: The training modules for this role-based training are comprised of text/graphics, multimedia, and demonstration videos. Although it is intended for you to review the materials you may wish to try out some of the demonstrations.
If so, you may register for a 2-month free trial here: Click Here To Register

NOTE: A trial version of AP Essentials does not include all features and functions.

Course Access: 365 days from enrollment date

Training Components

Click on the course topics below to learn more.

Module Overview:

This learning component provides AP Essentials Administrators with the basic knowledge to configure and maintain AP Essentials to process documents. It covers both Partner Administration and Customer Administration.

Topics covered are:

  • Accounts Receivable Overview
  • Accounts Payable Overview
  • Architecture and Components
  • Managing Accounts
  • Managing Buyers
  • Managing master data
  • Uploading Documents
  • The Extraction Service
  • The Validation Service
  • The Verification Service
  • Target System Service
  • Analytics

Module Objectives: 

  • Understand the AP Essentials Architecture
  • Identify components and services of AP Essentials
  • Understand the underlying technologies of AP Essentials
  • Navigate the AP Essentials Admin and Online Office portals
  • List and describe the different options to upload invoices to AP Essentials
  • Identify the steps a document will take during a basic capture workflow
  • Add users and configure their privileges
  • Assign two-factor authentication to a user
  • Understand the concepts of a Buyer and Master Data
  • Being able to manage buyers and master data
  • Configure validation rules
  • Configure target systems
  • List and describe the available analytics reports
  • Use and export analytic reports
  • Being able to onboard (configure) a new customer (Accounts Payable and Accounts Receivable)
  • Understand the extraction services and configure document types
  • Add custom fields to document types

Prerequisites: 

  • None

Skills Badge:

Upon successful completion of this training component (and exam), you will be awarded an AP Essentials Basic Administration Skills Badge, validating your abilities and achievements in administration and configuration. A score of 80% or higher is required to pass the exam. 

Product Version(s): 10.5

 


Training component modules and exams
  • Basic Administrator Introduction   [4 Minutes]
  • Kofax AP Essentials Overview   [25 Minutes]
  • Kofax AP Essentials | Create a Trial AP Essentials Account   [5 Minutes]
  • Account Receivable Process Overview   [25 Minutes]
  • Kofax AP Essentials | Architecture and Components   [10 Minutes]
  • Onboarding a Customer   [50 Minutes]
  • Kofax AP Essentials | Interface Introduction   [20 Minutes]
  • Kofax AP Essentials | Managing Accounts   [25 Minutes]
  • Kofax AP Essentials | Managing Buyers   [15 Minutes]
  • Kofax AP Essentials | Managing Master Data   [40 Minutes]
  • Kofax AP Essentials | Uploading Documents   [30 Minutes]
  • Kofax AP Essentials | Extraction Service   [25 Minutes]
  • Kofax AP Essentials | Validation Services   [10 Minutes]
  • Kofax AP Essentials | Verification Service   [12 Minutes]
  • Kofax AP Essentials | Notifications Service   [10 Minutes]
  • Kofax AP Essentials | Target System Services   [10 Minutes]
  • Kofax AP Essentials | Analytics   [18 Minutes]
  • AP Essentials 10.5 Basic Administration Skill Exam

Module Overview:

This learning component provides AP Essentials Administrators with the advanced knowledge to configure and maintain the AP Essentials Accounts Payable process and workflows. It covers both Partner Administration and Customer Administration.

Topics covered are:

  • Accounts Coding Workflow
  • Approval Workflow
  • Correction Workflow
  • Email Notification
  • Using Rejection Codes
  • Document Subtypes
  • Automatic Buyer Classification
  • Line-Item Extraction
  • The Storage Service
  • Troubleshooting Classification
  • Online Learning

Module Objectives: 

  • Configure account coding
  • Configure coding suggestions
  • Build a coding and approval workflow
  • Configure a correction workflow
  • Configure a validation rule to trigger a correction workflow
  • Configure email notifications
  • Manage rejection codes
  • Add a rejection workflow
  • Define document subtypes
  • List the steps to configure document subtypes
  • Define automatic buyer classification
  • Enable automatic buyer classification
  • Describe line-item pairing, 2-way matching, and 3-way matching
  • Troubleshoot AP Essentials classification and extraction issues
  • Describe Machine Learning
  • Configure the storage service to provide long-term archiving for document images and data

Prerequisites: 

  • None

Skills Badge:

Upon successful completion of this training component (and exam), you will be awarded an AP Essentials Advanced Administration Skills Badge, validating your abilities and achievements in administration and configuration. A score of 80% or higher is required to pass the exam. 

Product Version(s): 10.5


Training component modules and exams
  • Advanced Administrator Introduction   [2 Minutes]
  • Kofax AP Essentials | Approval Workflow   [41 Minutes]
  • Kofax AP Essentials | Account Coding Workflow   [35 Minutes]
  • Kofax AP Essentials | Correction Workflow   [25 Minutes]
  • Kofax AP Essentials | Rejection Workflow   [20 Minutes]
  • Kofax AP Essentials | Document Subtypes   [15 Minutes]
  • Kofax AP Essentials | Automatic Buyer Classification   [20 Minutes]
  • Kofax AP Essentials | Line Item Extraction   [25 Minutes]
  • Kofax AP Essentials | Storage Service   [12 Minutes]
  • Kofax AP Essentials | Extraction & Online Learning   [15 Minutes]
  • Kofax AP Essentials | Troubleshooting Classification & Extraction   [15 Minutes]
  • AP Essentials 10.5 Advanced Administration Skill Exam

AP Essentials 10.6 offers new features and functionality This training explores the features and functionality introduced with AP Essentials 10.6.

Estimated Completion Time: 3-hour, 25-minute 

Objectives: Upon completion of this training, you will be able to:

  • Capture multiline description fields
  • Capture partial values
  • Capture variable amount fields
  • Configure Named group support in RegEx for PO fields
  • Describe the Enhanced supplier identification for XML documents
  • List the Currency field extraction improvements
  • Configure the Remittance amount tolerance
  • Configure the User privilege for online learning
  • Enforce service plan limits
  • Configure Usage notifications for group accounts
  • Restrict email attachment formats
  • List the Analytic reports improvement

Learning Prerequisites:  Learners should have experience in performing administrative tasks within AP Essentials and/or should have completed the AP Essentials 10.5 Administrator Certification training.

Target Audience: Partner and customer administrators

Skill Exam: Learners can earn a skill badge by passing the skill exam with a score of 80% or greater.


Training component modules and exams
  • Capturing Multiline Line-Item Description Fields   [10 Minutes]
  • The Update Online Learning User Privilege   [15 Minutes]
  • Analytic Reports Improvements   [10 Minutes]
  • E-Invoice Connect Integration Enhancements   [15 Minutes]
  • Capturing Partial Values    [10 Minutes]
  • Restrict Email Attachment Formats   [10 Minutes]
  • Coupa Integration Improvements   [25 Minutes]
  • Currency Field Extraction Improvements   [15 Minutes]
  • Allow Access to Unclassified Documents   [15 Minutes]
  • NetSuite Integration Improvements   [10 Minutes]
  • Enhanced Supplier Identification for XML Documents   [10 Minutes]
  • Enforce Service Plan Limits   [15 Minutes]
  • Named Group Support in RegEx for PO Fields   [15 Minutes]
  • Usage Notifications for Group Accounts   [10 Minutes]
  • Upgrade Formatting of Purchase Order Fields   [15 Minutes]
  • Remittance Amount Tolerance   [15 Minutes]
  • Handle a Different Number of Decimal Places   [10 Minutes]
  • AP Essentials 10.6 Update Administration Skill Exam

AP Essentials 2025.1 offers new features and functionality. This training explores the features and functionality introduced with AP Essentials 2025.1.

Estimated Completion Time: 50 mins

Objectives: Upon completion of this training, you will be able to:

  • List the features and functionality of Copilot for invoice and supplier analysis
  • Configure and manage Tungsten Copilot settings for AP Essentials
  • Define custom validation rules
  • Create custom validation rules
  • Describe the online retention configuration
  • Explain the process for restoring online learning data for suppliers that have been deleted from the AP Essentials system.
  • Explain the "Invoices require PO" feature
  • Explain the "Credit notes require PO" feature
  • Configure the “Invoices require PO” and "Credit notes require PO” settings

Optional Modules:

  • SAP S/4 Hana connector enhancements
  • Coupa AP connector enhancements
  • NetSuite connector enhancements

Learning Prerequisites: Learners should have experience in performing administrative tasks within AP Essentials and/or should have completed the AP Essentials 10.5 Administrator Certification training.

Target Audience: Partner and customer administrators

Skill Exam: Learners can earn a skill badge by passing the skill exam with a score of 80% or greater.


Training component modules and exams
  • Coupa AP Connector Enhancements   [5 Minutes]
  • Custom Amount Validation Rules   [10 Minutes]
  • NetSuite Connector Enhancements   [5 Minutes]
  • Invoice Classification: Supplier Setting to Require Purchase Order (PO)   [10 Minutes]
  • SAP S/4 HANA Connector Enhancements   [5 Minutes]
  • Online Learning Retention   [5 Minutes]
  • Tungsten Copilot for Invoice and Supplier Analysis   [10 Minutes]
  • AP Essentials 2025.1 Update Administration Skill Exam

Legacy Training Components

The following components cover previous product versions and are included in the course.

Module Overview:

AP Essentials is an automated invoice processing system that utilizes remote cloud computing. In this module, you will learn the features and essential capabilities of Kofax AP Essentials.
Topics covered in the Getting Started learning component are:

  • What is Kofax AP Essentials?
  • Architecture and components
  • AP Essentials interface introduction
  • The invoice data capture process

Module Objectives: 

  • List and describe the features and benefits of AP Essentials
  • Describe how AP Essentials automates the processing of electronic and paper invoices
  • Understand the AP Essentials Architecture
  • Identify components and services of AP Essentials
  • Understand the underlying technologies of AP Essentials
  • Being able to navigate the AP Essentials Admin and Online Office portals
  • List and describe the different options to upload invoices to AP Essentials
  • Identify the steps a document will take during a basic capture workflow
  • Being able to perform separation on documents in a batch file
  • Being able to verify a document

Prerequisites: 

  • None

Product Version(s): N.A.


Training component modules and exams
  • What is Kofax AP Essentials   [20 Minutes]
  • Architecture and Components   [15 Minutes]
  • Interface Introduction   [20 Minutes]
  • Invoice Data Capture Process   [60 Minutes]
  • Getting Started with AP Essentials Exam

Module Overview:

This learning component provides AP Essentials Administrators with the essential knowledge to configure and maintain AP Essentials. It covers both Partner Administration and Customer Administration.

Topics covered are:

  • Managing users
  • Managing buyers
  • Managing master data
  • Analytics
  • Configure Approval Workflows
  • Configure Account Coding Workflows
  • Correction Workflows 
  • Rejection Workflows
  • Extraction and Machine Learning
  • Automatic Buyer Classification 
  • The Extraction Service 
  • Document Subtypes
  • Onboarding a new customer
  • Troubleshooting Classification and Extraction issues

Module Objectives: 

  • Being able to add users and configure their privileges
  • Being able to assign two-factor authentication to a user
  • Understand the concepts of a Buyer and Master Data
  • Being able to manage buyers and master data
  • List and describe the available analytics reports
  • Use and export analytic reports
  • Being able to onboard (configure) a new customer 
  • Define basic and enhanced approval workflows
  • Configure rejection workflows and manage rejection codes
  • Configure automatic buyer classification
  • Understand the extraction services and configure document types
  • Being able to add custom fields to document types and configure sub-types
  • Describe how data extraction and machine learning work in Kofax AP Essentials
  • Being able to review overall performance and troubleshoot classification and extraction issues

Prerequisites: 

  • Learning Path: Getting started with AP Essentials

Product Version(s): 10.4


Training component modules and exams
  • Managing Users   [20 Minutes]
  • Managing Buyers   [18 Minutes]
  • Automatic Buyer Classification   [15 Minutes]
  • Managing Master Data   [18 Minutes]
  • Account Coding Workflow   [35 Minutes]
  • Correction Workflow   [25 Minutes]
  • Approval Workflow   [40 Minutes]
  • Using Rejection Codes   [25 Minutes]
  • Extraction Service   [20 Minutes]
  • Extraction & Machine Learning   [20 Minutes]
  • Troubleshooting Classification & Extraction Issues   [15 Minutes]
  • Document Subtypes   [25 Minutes]
  • Analytics   [18 Minutes]
  • Onboarding a Customer   [50 Minutes]
  • AP Essentials 10.4 Administrator Fundamentals Skill Exam

Module Overview:

ReadSoft Online is an automated invoice processing system that utilizes remote cloud computing. In this module, you will learn the features and essential capabilities of Kofax ReadSoft Online.
Topics covered in the Getting Started learning component are:

  • What is Kofax ReadSoft Online?
  • Architecture and components
  • ReadSoft Online interface introduction
  • The invoice data capture process

Module Objectives: 

  • List and describe the features and benefits of ReadSoft Online
  • Describe how ReadSoft online automates the processing of electronic and paper invoices
  • Understand the ReadSoft Online Architecture
  • Identify components and services of ReadSoft Online
  • Understand the underlying technologies of ReadSoft Online
  • Being able to navigate the ReadSoft Online Admin and Online Office portals
  • List and describe the different options to upload invoices to ReadSoft Online
  • Identify the steps a document will take during a basic capture workflow
  • Being able to perform the separation on documents in a batch file
  • Being able to verify a document

Prerequisites: 

  • None

Product Version(s): n.a.


Training component modules and exams
  • What is Kofax ReadSoft Online™   [20 Minutes]
  • Architecture and Components   [15 Minutes]
  • Interface Introduction   [20 Minutes]
  • Invoice Data Capture Process   [60 Minutes]
  • Getting Started with ReadSoft Online Exam

Module Overview:

This learning component provides RSO Administrators with the essential knowledge to configure and maintain ReadSoft Online. It covers both Partner Administration and Customer Administration.

Topics covered are:

  • Managing users
  • Managing buyers
  • Managing master data
  • Analytics
  • Configure Approval Workflows
  • Configure Account Coding Workflows
  • Correction Workflows 
  • Rejection Workflows
  • Extraction and Machine Learning
  • Automatic Buyer Classification 
  • The Extraction Service 
  • Document Subtypes
  • Onboarding a new customer
  • Troubleshooting Classification and Extraction issues

Module Objectives: 

  • Being able to add users and configure their privileges
  • Being able to assign two-factor authentication to a user
  • Understand the concepts of a Buyer and Master Data
  • Being able to manage buyers and master data
  • List and describe the available analytics reports
  • Use and export analytic reports
  • Being able to onboard (configure) a new customer 
  • Define basic and enhanced approval workflows
  • Configure rejection workflows and manage rejection codes
  • Configure automatic buyer classification
  • Understand the extraction services and configure document types
  • Being able to add custom fields to document types and configure sub-types
  • Describe how data extraction and machine learning work in Kofax ReadSoft Online
  • Being able to review overall performance and troubleshoot classification and extraction issues

Prerequisites: 

  • Learning Path: Getting started with RSO

Product Version(s): n.a.


Training component modules and exams
  • Managing Users   [20 Minutes]
  • Managing Buyers   [18 Minutes]
  • Managing Master Data   [18 Minutes]
  • Analytics   [18 Minutes]
  • Onboarding a Customer   [50 Minutes]
  • Approval Workflow   [40 Minutes]
  • Account Coding Workflow   [35 Minutes]
  • Rejection Workflows using Rejection Codes   [25 Minutes]
  • Correction Workflow   [25 Minutes]
  • Automatic Buyer Classification   [15 Minutes]
  • Extraction Service   [20 Minutes]
  • Document Subtypes   [25 Minutes]
  • Extraction & Machine Learning   [20 Minutes]
  • Troubleshooting Classification & Extraction Issues   [15 Minutes]
  • ReadSoft Online 10.3 Administrator Fundamentals Skill Exam