A Guide for Team Managers

1. Requests and Approvals.

• Create a Recurring Virtual Card.
• Create a One-time Virtual Card.
• Request to Change Spend Limit.
• Find Existing card Requests.
• Approve a Virtual Card Request.
• Request for a Purchase Order Expense.
• Find Existing Purchase Order Requests.

2. Virtual Cards.

• Overview of Recurring Virtual Card Details.
• Overview of One-time Virtual Card Details.
• Pay with a Virtual Card.
• Check the Total Spend on a Virtual Card.
• Check Available Balance in a Virtual Card.
• Find Virtual Card Transactions.
• Attach a Receipt to a Virtual Card.
• Attach a File to a Virtual Card.
• Share Virtual Card Details.
• Add an Account Manager to the Virtual Card.
• Transfer a Virtual Card.
• Lock Virtual Card.
• Suspend a Virtual Card.

3. Physical Cards.

• Overview of Physical Card Details.
• Activate a Physical Card.
• Check Total Spend on a Physical Card.
• Check Available Balance in a Physical Card.
• Set Temporary Spend Limit.
• View Previous Transactions in a Physical Card.
• Upload Receipts for a Physical Card.
• Lock Physical Card.
• Report a Card as Lost or Stolen.
• Restricted Countries for Cards.

4. Mobile App.

• Install TERA Mobile App.
• Add and Delete Receipts.

5. Reports.

• Department Report.
• People Report.

6. Users and Departments.

• Add New Members to a Department.