AP Essentials (APS) Business User

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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 Business User
Course ID and Course P/N: APS-TRN-RENDUV-000
Duration: The course duration tag represents the video and reading time for all course components. Expect to spend 6 hours in the product version guided learning paths to complete the content, labs, and exams through certification.
Skill Level: Introductory

Description: AP Essentials, formally ReadSoft Online, is an automated invoice processing system that utilizes remote cloud computing. This means you no longer have to maintain large server systems and complex software installations in order to process invoices. Instead, we handle that for you, and all you need is a web browser to access a state-of-the-art invoice processing system in the cloud.

If you are a business user of AP Essentials and looking for information on uploading, verifying, coding and approving documents then this training is for you. 

Course Access: 365 days from enrollment date

Training Components

Click on the course topics below to learn more.

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 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): 

  • This training component was built using version 10.4

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 covers the end-user activities required to process documents in AP Essentials. You will learn how to upload invoices, verify invoices, handle invoices in a coding and approval workflow.
Topics covered are: ·

  • Uploading invoices
  • Verifying invoices
  • Code and approve invoices
  • Special handling of invoices
  • Extraction and machine learning

Module Objectives: 

  • List and describe the steps a document will travel through during data capture
  • Upload invoices to AP Essentials
  • List and describe the different separation options available
  • Verify invoices and correct fields requiring the user attention
  • List and describe line-item pairing, 2-way and 3-way matching
  • Code invoices in an approval workflow
  • Approve invoices in an approval workflow 
  • Manage the invoice currency during verification
  • Toggle field visibility during verification
  • Configure invoices to bypass verification
  • List and describe the data extraction and machine learning features in Kofax AP Essentials.

Prerequisites: 

  • Learning component: AP Essentials 10.4 | Getting Started

Product Version(s): N.A.


Training component modules and exams
  • Uploading Invoices    [20 Minutes]
  • Verifying Invoices   [18 Minutes]
  • Code and Approve Invoices   [40 Minutes]
  • Special Handling of Invoices   [20 Minutes]
  • Extraction & Machine Learning   [20 Minutes]
  • Data Capture Process   [40 Minutes]
  • AP Essentials 10.4 Business User Fundamentals Skill Exam

This learning path will introduce the new features and enhancements offered by AP Essentials 10.5 and prepare business users for utilizing these new features.

Training prerequisite is either:

  • AP Essentials 10.4 | Business User Fundamentals

Topics covered:

  • Extended barcode support                                                            
  • Improved recognition of supplier invoice variants
  • Additional countries and document types supported
  • Automatically route documents in correction workflow
  • Improvements made to the Accounts Receivable process                                                     
  • Improvements to target system connectors

Passing the Skill Exam with a score of 80% or greater will earn a skill badge for the AP Essentials 10.5 Update Training


Training component modules and exams
  • AP Essentials 10.5 | Accounts Payable Process   [20 Minutes]
  • AP Essentials 10.5 | Accounts Receivable   [13 Minutes]
  • AP Essentials 10.5 | AP Workflow   [15 Minutes]
  • AP Essentials 10.5 | Target System Connectors   [8 Minutes]
  • AP Essentials 10.5 Update Business User Skill Exam

This learning path will introduce the new features and enhancements offered by AP Essentials 10.6 and prepare business users for utilizing them.

Training prerequisites: AP Essentials 10.4 | Business User Fundamentals and AP Essentials 10.5 Update for Business Users

Topics covered:

  • Capture multiline description fields
  • Capture partial values
  • Capture variable amount fields
  • Use Named group support in RegEx for PO fields
  • Describe the enhanced supplier identification for XML documents
  • List Currency field extraction improvements
  • Understand the User privilege for online learning
  • Restrict email attachment formats

Passing the Skill Exam with a score of 80% or greater will earn a skill badge for AP Essentials 10.6 Update for Business Users training.


Training component modules and exams
  • Capturing Multiline Line-Item Description Fields   [10 Minutes]
  • Capturing Partial Values    [10 Minutes]
  • Currency Field Extraction Improvements   [15 Minutes]
  • Enhanced Supplier Identification for XML Documents   [10 Minutes]
  • Named Group Support in RegEx for PO Fields   [15 Minutes]
  • Restrict Email Attachment Formats   [10 Minutes]
  • Upgrade Formatting of Purchase Order Fields   [15 Minutes]
  • Handle a Different Number of Decimal Places   [10 Minutes]
  • AP Essentials 10.6 Update Business User Skill Exam

This learning path will introduce the new features and enhancements offered by AP Essentials 2025.1 and prepare business users for utilizing these new features.

Training Prerequisite:

  • AP Essentials 10.4 | Business User Fundamentals

Topics covered:

  • Tungsten Copilot for invoice and supplier analysis                                                           
  • Online learning retention
  • Invoice classification 
  • Custom amount validation rules

Optional Topics:

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

Passing the Skill Exam with a score of 80% or greater will earn a skill badge for the AP Essentials 2025.1 Update Training


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   [5 Minutes]
  • AP Essentials 2025.1 Update Business User Skill Exam

Legacy Training Components

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

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 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 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 Skill Exam

Module Overview:

This learning component covers the end-user activities required to process documents in ReadSoft Online. You will learn how to upload invoices, verify invoices, handle invoices in a coding and approval workflow.
Topics covered are: ·

  • Uploading invoices
  • Verifying invoices
  • Code and approve invoices
  • Special handling of invoices
  • Extraction and machine learning

Module Objectives: 

  • List and describe the steps a document will travel through during data capture
  • Upload invoices to ReadSoft Online
  • List and describe the different separation options available
  • Verify invoices and correct fields requiring the user attention
  • List and describe line-item pairing, 2-way and 3-way matching
  • Code invoices in an approval workflow
  • Approve invoices in an approval workflow 
  • Manage the invoice currency during verification
  • Toggle field visibility during verification
  • Configure invoices to bypass verification
  • List and describe the data extraction and machine learning features in Kofax ReadSoft Online.

Prerequisites: 

  • Learning component: Getting started with RSO

Product Version(s): 10.3


Training component modules and exams
  • Data Capture Process   [40 Minutes]
  • Uploading Invoices   [20 Minutes]
  • Verifying Invoices   [18 Minutes]
  • Code and Approve Invoices   [40 Minutes]
  • Special Handling of Invoices   [20 Minutes]
  • Extraction & Machine Learning   [20 Minutes]
  • ReadSoft Online 10.3 Business User Fundamentals Skill Exam