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Manage the QA/UAT Environment

If your organization uses a QA/UAT environment, click on the data type you're looking to update for a quick tutorial on how you can manage that data on your own, whenever you’d like the data updated.

Person

Allocation/Matter

Entity Type

Entity

Delegates

EXPENSE – MatterOnSelect

INVOICE – Vendor

INVOICE – GL Account Codes

EXPENSE – Paid

INVOICE – Paid

We've built this QA/UAT process to mirror your Production process. As in Prod, it's important that data is updated in the order listed. If, for example, you want to add to QA/UAT a new list of people and their associated delegates, you'll want to make sure you've first added the person records before the delegate records.

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