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Test report · User acceptance testing

UAT · Acme Ledger 4.1

Accepted with 2 known issues

Test cycle: ACME-TE-38 (Xray) · UAT 4.1 · 98 cases
Scope: 8 feature areas · 7 epics
Environment: Staging, synthetic customer data
Execution period: 22 Sep 2026 – 24 Sep 2026
Business testers: Marta (Finance), Piotr (Finance), Jonas (Support), Aisha (Support), Elif (Controlling)
Coordinated by: Tomasz Kordiak (QA lead)
Report date: 24 Sep 2026, data as of 15:30

Summary

Five business testers ran 98 UAT cases written from the 4.1 tickets in plain English, each with starting data and an expected result in their own vocabulary. 95 passed, 2 failed and 1 was blocked.

Both failures are accepted as known issues with a workaround: invoices scheduled for the 31st (ACME-398) and the year revenue report with December credit notes (ACME-401). Both are fixed in 4.1.1. A High defect found by Support — the portal charging a card three times when paying three invoices — was fixed and retested during UAT.

How the cycle was run

Each tester got their own cases in Xray, a 20-minute walkthrough and a test account with their real role.

Every report was triaged by QA before becoming a Jira bug: 23 reports → 8 bugs, 6 test data issues, 9 questions answered.

Results overview

96.9%passed

98Test cases

95Passed

2Failed

1Blocked

3Passed on retest

4Open or deferred defects

Issuing invoices

20/20

Recurring invoices

11/12 · 1 failed

Payment reminders

12/12

Credit notes

8/8

Payments

12/12

Month-end reports

11/12 · 1 failed

Customer portal

11/12 · 1 skipped

Customers

10/10

Acceptance criteria

Criterion	Target	Actual	Met
All UAT cases executed	100%	97/98 (1 blocked by deployment)	Partly
No open Critical/High defect without a workaround	0	0 (ACME-398 has a workaround)	Yes
Each feature area accepted by its business owner	8 of 8	8 of 8	Yes
Every result has evidence	100%	100%	Yes
Known issues communicated to customers	Before release	Help article drafted	Yes

Defects 8 from UAT

Severity	Fixed	Deferred	Open	Total
High	1	1	–	2
Medium	1	1	1	3
Low	2	1	–	3
Total	4	3	1	8

Key	Summary	Severity	Status	Component	Found by	Owner	Created
`ACME-398`	Recurring invoice on the 31st not created in 30-day months Workaround: 'last day of month'. Fix in 4.1.1.	High	Deferred	Recurring	`UAT-024`	Backend	22 Sep
`ACME-401`	Year revenue report doesn't subtract credit notes issued in December Controlling accepts for 4.1; fix in 4.1.1.	Medium	Deferred	Reports	`UAT-071`	Backend	23 Sep
`ACME-399`	German reminder falls back to English for the subject line	Low	Fixed	Reminders	`UAT-041`	Backend	22 Sep
`ACME-403`	Paying three invoices at once charges the card three times Found by Support; fixed same day.	High	Fixed	Customer portal	`UAT-080`	Frontend	22 Sep
`ACME-404`	Bank CSV with semicolons rejected	Medium	Fixed	Payments	`UAT-060`	Backend	23 Sep
`ACME-405`	Portal question form missing on staging	Medium	Open	Deployment	`UAT-085`	Platform	23 Sep
`ACME-406`	Credit note PDF title says 'Invoice' in French	Low	Fixed	PDF	–	Backend	23 Sep
`ACME-407`	Customer export has no column for tags	Low	Deferred	Customers	–	Backend	24 Sep

Observations

ID	Area	Observation	Impact	Suggested action
`OBS-01`	Process	Testers asked 9 questions in the UAT channel; 7 were about where to find a setting.	UX	Pass to product; see the usability report.
`OBS-02`	Test data	6 reports were test data issues (customers without a VAT number, an expired test card).	Effort	Add the missing data to the seed script.
`OBS-03`	Timing	Testers completed 96% of cases in the first two days; the last day was retests.	Positive	Keep the 3-day UAT window.
`OBS-04`	Evidence	Every result has a screenshot or note; 3 notes were too short to reproduce and were completed in a 5-minute call.	Low	Add an example note to the instructions.
`OBS-05`	Wording	Finance testers call credit notes 'corrections'; the app says 'credit note'.	UX	Consider a help text; no change required.

Results by feature area

Feature area	Epic	Cases	Passed	Failed	Blocked	Status
Issuing invoices	`ACME-380`	20	20	–	–	Accepted
Recurring invoices	`ACME-391`	12	11	1	–	Accepted with known issue
Payment reminders	`ACME-402`	12	12	–	–	Accepted
Credit notes	`ACME-380`	8	8	–	–	Accepted
Payments	`ACME-410`	12	12	–	–	Accepted
Month-end reports	`ACME-417`	12	11	1	–	Accepted with known issue
Customer portal	`ACME-420`	12	11	–	1	Accepted, 1 blocked
Customers	`ACME-425`	10	10	–	–	Accepted

Results by tester

Tester	Cases	Passed	Failed	Blocked	Time spent
Marta (Finance)	28	27	1	–	6.5 h
Piotr (Finance)	24	24	–	–	5 h
Jonas (Support)	17	16	–	1	6 h
Aisha (Support)	17	17	–	–	4.5 h
Elif (Controlling)	12	11	1	–	4 h

Triage of reports

Reported by	Reports	Became bugs	Test data	Questions
Marta (Finance)	7	3	2	2
Piotr (Finance)	4	1	1	2
Jonas (Support)	6	2	2	2
Aisha (Support)	3	1	0	2
Elif (Controlling)	3	1	1	1
Total	23	8	6	9

Not every failure is a bug. Triaging before Jira kept the bug list short and the developers focused.

Failed and blocked cases

Case	Title	Tester	Result	Reason / defect
`UAT-024`	Monthly invoice on the 31st	Marta (Finance)	Fail	ACME-398: No invoice created in 30-day months
`UAT-071`	Totals match my spreadsheet	Elif (Controlling)	Fail	ACME-401: Year total differs by credit notes from December
`UAT-085`	Customer sends a question about an invoice	Jonas (Support)	Blocked	ACME-405: Question form not deployed to staging

A case as the tester saw it

Step	What to do	What you should see
1	Log in as `marta.uat` and open Customers → Northwind Traders.	The customer page with 3 open invoices.
2	Click New invoice, add 2 × 'Consulting day' at €800.	Net €1,600.00, VAT 23% €368.00, total €1,968.00.
3	Click Send.	Status changes to Sent; the PDF opens and shows the same totals.
4	Open the email in the test inbox (link in the case).	The email has the PDF attached and a 'Pay now' link.
5	Take a screenshot of the PDF and attach it to the result.	Result saved with your screenshot.

No endpoints, IDs or field names. Technical checks for the same feature are in a separate technical case.

All test cases 98 cases

Issuing invoices 20 cases

Case	Title	Tester	Result	Defect
`UAT-001`	Send an invoice to a regular customer	Marta (Finance)	Pass	–
`UAT-002`	Send an invoice in US dollars	Piotr (Finance)	Pass	–
`UAT-003`	Invoice a customer in Germany (reverse charge)	Marta (Finance)	Pass	–
`UAT-004`	Add a discount to one line	Piotr (Finance)	Pass	–
`UAT-005`	Add a discount to the whole invoice	Marta (Finance)	Pass	–
`UAT-006`	Invoice with 30 lines	Piotr (Finance)	Pass	–
`UAT-007`	Change the due date	Marta (Finance)	Pass	–
`UAT-008`	Attach a timesheet PDF	Piotr (Finance)	Pass	–
`UAT-009`	Save a draft and finish it later	Marta (Finance)	Pass	–
`UAT-010`	Copy last month's invoice	Piotr (Finance)	Pass	–
`UAT-011`	Cancel an invoice sent by mistake	Marta (Finance)	Pass	–
`UAT-012`	Check the PDF matches the screen	Piotr (Finance)	Pass	–
`UAT-013`	Invoice a new customer created on the fly	Marta (Finance)	Pass	–
`UAT-014`	Use a product from the catalogue	Piotr (Finance)	Pass	–
`UAT-015`	Use a custom line without a product	Marta (Finance)	Pass	–
`UAT-016`	Check the invoice number sequence	Piotr (Finance)	Pass	–
`UAT-017`	Send to two email addresses	Marta (Finance)	Pass	–
`UAT-018`	Resend an invoice	Piotr (Finance)	Pass	–
`UAT-019`	Download the PDF	Marta (Finance)	Pass	–
`UAT-020`	See the invoice in the customer's history	Piotr (Finance)	Pass	–

Recurring invoices 12 cases

Case	Title	Tester	Result	Defect
`UAT-021`	Set up a monthly invoice	Marta (Finance)	Pass	–
`UAT-022`	Set up a quarterly invoice	Marta (Finance)	Pass	–
`UAT-023`	Set up a yearly invoice	Marta (Finance)	Pass	–
`UAT-024`	Monthly invoice on the 31st	Marta (Finance)	Fail	`ACME-398`
`UAT-025`	Monthly invoice on the 28th	Marta (Finance)	Pass	–
`UAT-026`	Stop a schedule at an end date	Marta (Finance)	Pass	–
`UAT-027`	Pause and resume a schedule	Marta (Finance)	Pass	–
`UAT-028`	Change the price for future invoices	Marta (Finance)	Pass	–
`UAT-029`	Check the next three dates	Marta (Finance)	Pass	–
`UAT-030`	Turn on automatic sending	Marta (Finance)	Pass	–
`UAT-031`	See schedules on the customer page	Marta (Finance)	Pass	–
`UAT-032`	Schedule for an archived customer stops	Marta (Finance)	Pass	–

Payment reminders 12 cases

Case	Title	Tester	Result	Defect
`UAT-033`	First reminder 3 days before due date	Jonas (Support)	Pass	–
`UAT-034`	Reminder on the due date	Aisha (Support)	Pass	–
`UAT-035`	Reminder 7 days overdue	Jonas (Support)	Pass	–
`UAT-036`	Reminder 30 days overdue	Aisha (Support)	Pass	–
`UAT-037`	No reminder after payment	Jonas (Support)	Pass	–
`UAT-038`	Customer who opted out gets nothing	Aisha (Support)	Pass	–
`UAT-039`	Reminder text uses our trading name	Jonas (Support)	Pass	–
`UAT-040`	Preview the reminder text	Aisha (Support)	Pass	–
`UAT-041`	Reminder in German for a German customer	Jonas (Support)	Pass (retest)	`ACME-399`
`UAT-042`	Reminder includes the PDF	Aisha (Support)	Pass	–
`UAT-043`	See sent reminders on the invoice	Jonas (Support)	Pass	–
`UAT-044`	Maximum of four reminders	Aisha (Support)	Pass	–

Credit notes 8 cases

Case	Title	Tester	Result	Defect
`UAT-045`	Credit one line of an invoice	Piotr (Finance)	Pass	–
`UAT-046`	Credit the whole invoice	Piotr (Finance)	Pass	–
`UAT-047`	Try to credit more than the invoice	Piotr (Finance)	Pass	–
`UAT-048`	Credit note PDF looks right	Piotr (Finance)	Pass	–
`UAT-049`	Customer receives the credit note	Piotr (Finance)	Pass	–
`UAT-050`	Balance goes down after the credit note	Piotr (Finance)	Pass	–
`UAT-051`	Credit note shows in the VAT report	Piotr (Finance)	Pass	–
`UAT-052`	Credit note numbering	Piotr (Finance)	Pass	–

Payments 12 cases

Case	Title	Tester	Result	Defect
`UAT-053`	Record a bank transfer	Marta (Finance)	Pass	–
`UAT-054`	Record a card payment	Piotr (Finance)	Pass	–
`UAT-055`	Record a partial payment	Marta (Finance)	Pass	–
`UAT-056`	Two partial payments close the invoice	Piotr (Finance)	Pass	–
`UAT-057`	Warning on overpayment	Marta (Finance)	Pass	–
`UAT-058`	Back-dated payment	Piotr (Finance)	Pass	–
`UAT-059`	Remove a wrong payment	Marta (Finance)	Pass	–
`UAT-060`	Import a bank statement CSV	Piotr (Finance)	Pass (retest)	`ACME-404`
`UAT-061`	Unknown reference goes to review	Marta (Finance)	Pass	–
`UAT-062`	Refund a payment	Piotr (Finance)	Pass	–
`UAT-063`	Partial refund	Marta (Finance)	Pass	–
`UAT-064`	Customer sees the refund	Piotr (Finance)	Pass	–

Month-end reports 12 cases

Case	Title	Tester	Result	Defect
`UAT-065`	Revenue for last month	Elif (Controlling)	Pass	–
`UAT-066`	Revenue for the quarter	Elif (Controlling)	Pass	–
`UAT-067`	Revenue for the year	Elif (Controlling)	Pass	–
`UAT-068`	Aged receivables	Elif (Controlling)	Pass	–
`UAT-069`	VAT summary	Elif (Controlling)	Pass	–
`UAT-070`	Export to Excel	Elif (Controlling)	Pass	–
`UAT-071`	Totals match my spreadsheet	Elif (Controlling)	Fail	`ACME-401`
`UAT-072`	Filter by currency	Elif (Controlling)	Pass	–
`UAT-073`	Credit notes reduce revenue	Elif (Controlling)	Pass	–
`UAT-074`	Report for a single customer	Elif (Controlling)	Pass	–
`UAT-075`	Scheduled report email	Elif (Controlling)	Pass	–
`UAT-076`	Report for a month with no invoices	Elif (Controlling)	Pass	–

Customer portal 12 cases

Case	Title	Tester	Result	Defect
`UAT-077`	Customer opens the invoice link	Jonas (Support)	Pass	–
`UAT-078`	Customer opens it on a phone	Aisha (Support)	Pass	–
`UAT-079`	Customer pays by card	Jonas (Support)	Pass	–
`UAT-080`	Customer pays three invoices	Aisha (Support)	Pass (retest)	`ACME-403`
`UAT-081`	Customer downloads the PDF	Jonas (Support)	Pass	–
`UAT-082`	Customer sees past payments	Aisha (Support)	Pass	–
`UAT-083`	Link stops working after 90 days	Jonas (Support)	Pass	–
`UAT-084`	Portal in French	Aisha (Support)	Pass	–
`UAT-085`	Customer sends a question about an invoice	Jonas (Support)	Blocked	`ACME-405`
`UAT-086`	Pay button disappears after payment	Aisha (Support)	Pass	–
`UAT-087`	Customer sees a credit note	Jonas (Support)	Pass	–
`UAT-088`	Portal shows our logo and colours	Aisha (Support)	Pass	–

Customers 10 cases

Case	Title	Tester	Result	Defect
`UAT-089`	Add a company customer	Jonas (Support)	Pass	–
`UAT-090`	Add an individual customer	Aisha (Support)	Pass	–
`UAT-091`	Check a VAT number	Jonas (Support)	Pass	–
`UAT-092`	Edit a customer's address	Aisha (Support)	Pass	–
`UAT-093`	Archive a customer	Jonas (Support)	Pass	–
`UAT-094`	Find a customer by name	Aisha (Support)	Pass	–
`UAT-095`	Find a customer by VAT number	Jonas (Support)	Pass	–
`UAT-096`	Export customers to Excel	Aisha (Support)	Pass	–
`UAT-097`	Merge two duplicates	Jonas (Support)	Pass	–
`UAT-098`	See a customer's open balance	Aisha (Support)	Pass	–

Acceptance

Accepted for release

Finance, Support and Controlling accept release 4.1 on 24 Sep 2026, with ACME-398 and ACME-401 as known issues and the workarounds communicated to customers who use recurring invoices and year reports.

Finance
Marta (Acme)

Support
Jonas (Acme)

Controlling
Elif (Acme)

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