Submit an expense

Record a business expense and send it for approval and reimbursement.

On the web

1. Go to My TERA → Expenses.
2. Click Add New. The drawer opens on the Add Expense tab.
3. Enter the Date, Merchant, and Amount (add Tax Amount if it applies — the Total is calculated for you).
4. Under Classification, set the Category, GL Account, and Cost Center (and Department / Location if shown). Required fields are marked. See Categorize and code an expense.
5. Add a Memo if useful, and attach Receipts (JPG, PNG, or PDF, up to 2 MB each).
6. Click Save to submit — or save it as a draft to finish later.

On mobile

1. Open Expenses and tap New → Create Expense.
2. Enter the Vendor, Amount, Currency, and Date, fill in the classification fields, add a description, and attach a receipt.
3. Tap Save Draft or Submit.

Note: Currency defaults to your region — ₹ in India, $ in the US. You can also start an expense by scanning a receipt — see Capture a receipt with your phone.