User Acceptance Testing Guide - Upgrade Acumin 2.0 and Later

Scope and Purpose

This document serves as a checklist for Acumin functionality. Completing the testing results and providing test information beneath each test serves two purposes:

1. It provides a logical and structured order to ensure that the tester considers each all relevant areas of a version upgrade;

2. It provides a clear audit trail so that any subsequent issues that were not revealed in test can be reviewed against the test matrix for the purpose of improving the matrix.

The firm must confirm that testing has been completed in the following areas:

Additional sections may be tested if relevant to the firm’s needs.

Upload the User Acceptance Testing Guide document by clicking on the document below:

User Acceptance Testing Guide - Upgrade 2.0 and Later.docx

Once testing is complete, please print, sign the first page, and submit it to the project manager overseeing your upgrade.

For any questions or issues encountered during testing, please email support@dexco.com with the subject line starting with "AcuminTest – [Short Description]" to ensure proper prioritization and response.

List of documents reflecting changes in key areas for your review:

Billing Process and Invoicing:

• WIP & Invoice Management Process - Billing Management Filter and Dashboard - Quick Start

• WIP & Invoice Management Process - E-WIP To Bill Tab Dashboard - Quick Start

• WIP & Invoice Management Process - Invoice Properties and Printing - Quick Start

• Invoice - Use of Batch Processing Options - Quick Start

• Invoice Automation Process - Email Invoice Template Setup

• Discounts and Premiums Presentation Options and Use Case

• Billing Frequency Use and Impact on the E-WIP Statement and To Bill Tab

• Invoice - Setting up the member electronic signature

Time Entry and Rate Management:

• How to Set Up and Manage Time Billing Rates, Rate Categories, and Special Rates – Quick Start

• Hours Worked Dashboards and Reports - Quick Start

• How to Set Up and Use Auto-Text Replacement Codes

Accounting and Reports

• Bank Reconciliation Process - Quick Start

• Personalized Reports - Set-up and Use-Case - Quick Start

• Fee Billed, Credited, Collected & Written-Off Report V.2

• Reporting Dimension - Matter Level - Areas of Practice, Areas of Practice Group and Areas of Practice Class