Sage Intacct Testing

Anushree Chatterjee

About Sage Intacct

Sage Intacct is cloud-based financial management software designed to help businesses streamline and automate their accounting processes. It’s built for growing companies that need more than basic accounting tools like QuickBooks but don’t yet require the complexity of enterprise-level solutions like SAP.

As a Cloud (SaaS) ERP system, Sage Intacct offers a comprehensive suite of integrated functionalities, prioritizing user-friendliness and scalability. With top-notch security measures in place, it ensures the safeguarding of vital financial data, further solidifying its credibility through AICPA endorsement and strict adherence to GAAP compliance.

Some features of Sage Intacct that make it a great pick are:

• Cloud-based: Sage Intacct is a cloud-based software, which means that it can be accessed from anywhere with an internet connection. This makes it easy for businesses to manage their finances on the go.
• User-friendly: Sage Intacct is easy to use and navigate, even for users with little or no accounting experience.
• Multi-currency: Sage Intacct supports multiple currencies, which makes it ideal for businesses that operate in multiple countries.
• Powerful reporting and dashboarding: Sage Intacct provides a wide range of reporting and dashboarding tools that can be used to track key financial metrics.
• AICPA approved: Sage Intacct is the only financial management software backed by the AICPA.
• AI-powered accounting: It offers the ability to not only automate Accounts Payables (AP) but also a general ledger that detects anomalies for you.
• API integrations: You can connect Sage Intacct with your other business tools like Salesforce seamlessly.
• HIPAA compliant: Sage Intacct is also a secure platform.

Testing Sage Intacct

Being a cloud-based financial management and accounting software, Sage Intacct requires rigorous testing to ensure the integrity, reliability, and functionality of the platform. Sage Intacct also allows you to customize the application in different programming languages through their .Net, Node.js and PHP SDKs. You will hence test for:

• Customizations and extensions like new objects, fields, pages, and applications.
• Integrations with other applications.

The types of testing that you should focus on are:

• End-to-End Testing: For Sage Intacct, end-to-end testing checks that the whole system works smoothly, from entering data to receiving results. This also covers integrations with other systems, such as ERP and CRM.
• Integration Testing: Given that Sage Intacct can interface with various enterprise systems like CRM, HRM, and others, it becomes crucial to conduct integration tests. These tests ensure data transitions seamlessly and cohesively between these interconnected systems. By doing so, businesses can be confident that integrated functionalities operate synergistically, ensuring efficient and error-free data exchange and workflows.
• Usability Testing: If you’ve customized the UI or made some integrations, it’s crucial to ensure the system is user-friendly and intuitive, especially considering the diverse range of users interacting with the Sage Intacct.
• Compatibility Testing: Because Sage Intacct operates in the cloud, it’s essential to ensure the software works well on various browsers, operating systems, and devices.
• Security Testing: While the individual modules might be secure, you need to test the entire system as a whole so that your product is secure, end to end.
• Performance Testing: Handling large amounts of data can exhaust systems, and hence, you should do performance testing regularly.

End-to-End Testing in Sage Intacct

Tools like Sage Intacct integrate with various systems to manage accounting information. When it comes to testing such modules, you need to consider the end user’s perspective. Even if the end users may be the organization’s employees, Sage Intacct needs to be tested for them as well so that they can work smoothly. End-to-end testing helps take care of testing various workflows and functionalities in the application.

It is prudent to automate end-to-end tests using test automation tools to make the process faster and more efficient. Let us see why.

Limitations of Traditional Tools in Automation

Both manual and automated methods can be used for the testing mentioned above. Manual testing can be time-consuming, especially with numerous lengthy scenarios. Covering all these manually requires much time and resources, which makes it inefficient. Additionally, manually testing all scenarios across various browser combinations can be challenging. Given these factors, automation emerges as a more viable and efficient option.

As we discussed earlier, while automation offers many advantages, there are several challenges associated with using legacy tools:

• Reliance on Coding: Many tools rely on programming languages, necessitating team members with programming knowledge. Furthermore, the volume of test cases is vast for applications like Sage Intacct, leading to increased script complexity as automation advances.
• Slow Performance: The execution performance declines as scripting advances, for several reasons. Firstly, as features receive updates, test functions become more complex. The code may not be optimized with various conditions added to the scripting, leading to longer execution times. Secondly, with multiple testers working on automation, there’s a risk of creating duplicate functions for the same scenario. This can compromise code quality and further reduce performance.
• Unstable Test Scripts: Since many tools rely on DOM element properties, changes to these properties can result in test failures due to “no element found” exceptions, leading to more unstable or flaky tests.

Utilizing testRigor for Sage Intacct Testing

In End-to-End testing, testRigor consistently stands a step ahead of its competitors. As a cloud-based, AI-driven, codeless automation tool, its distinctive features make it stand out. Here’s how the tool helps improve testing of Sage Intacct.

• AI test generation: Utilizing generative AI, testRigor facilitates the automatic creation of test scripts. The person only needs to provide the test case title or description, and testRigor will generate the test case based on this title/description.
• Easy test script creation/maintenance: testRigor allows the crafting of test cases in plain English, eliminating the need to know any programming languages. This approach empowers anyone to create or modify test cases and simplifies the script debugging process.
• Cross-browser and cross-platform support: Given that Sage Intacct is a cloud-hosted tool, testing it across various browsers, browser versions, and platforms is essential. testRigor handles this task seamlessly.
• Custom element locators: testRigor doesn’t depend on unreliable XPaths or CSS selectors. Instead, it employs a unique method of identifying elements powered by its AI algorithms. Users can specify the element’s name or its position, such as click “cart” or click on button “Delete” below “Section Name” to the right of “label”.
• Adapting test scripts: testRigor’s self-healing capabilities automatically incorporate these new changes in the test scripts and result in unparalleled stability, saving you countless weekly maintenance hours.
• Seamless integrations: testRigor offers built-in integrations with most CI/CD tools, test management systems, defect tracking solutions, infrastructure providers, and communication applications.
• Support for other types of testing: Along with end-to-end testing, you can create regression tests, functional tests, API tests, and even UI validations. testRigor offers powerful capabilities that let you automate 2FA, email testing, SMS and phone call testing, working with tables, and much more.

open url "https://www.sageintacctloginurl.com"
enter stored value "UserName" into "User Name"
enter stored value "password" into "Password"
click "Sign in"
click “Employees”
click “Add New Employee”
enter "John" into "First Name"
enter "Doe" into "Last Name"
click "Submit"

go to ADP Dashboard //reusable rule
click “Process”
click “Quick Hire” below “Start a new hire”
fill in personal information //reusable rule
click on “Submit”
check that page contains stored value “successMessage”
check that page contains stored value “firstName” below “Name”
go to Sage Employees Dashboard //reusable rule
click “Search First Name” below “First Name”
enter stored value “firstName”
enter enter
click "View" inside of table at row containing stored value "employeeID" and column "Actions"
verify employee information in Sage //reusable rule

The example above demonstrates how simple it is to create test scripts in testRigor, just like writing manual test cases. Through data-driven testing and reusable rules, you can use the same set of data and test steps respectively across different test cases.

The points mentioned above are just a glimpse of the many impressive features that testRigor offers. You can explore all the fantastic functionalities here. You can also sign up for a demo and begin your exploration here.

“We spent so much time on maintenance when using Selenium, and we spend nearly zero time with maintenance using testRigor.”

Keith Powe VP Of Engineering - IDT