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Using the email-to-bill inbox

The AP Inbox is where bills arrive and get read automatically, so you don't have to type them in.

Get a bill into the inbox

  • Email it in — forward the invoice to your company's AP inbox email address (ask your administrator for it).
  • Upload it — on the web, click Upload or drag a PDF, JPG, or PNG onto the drop zone. On mobile, open Bills → Upload and take a photo, choose from your gallery, or pick a document.

What happens next

  1. Tera shows "Extracting invoice data…" while it reads the document.
  2. When it's done, the item shows the extracted vendor, amounts, and a status.
  3. If it turns out not to be a bill, it moves to the Classified Out tab.

Review and approve

  1. Click the item to open it. Switch between Extracted (a clean, readable view) and Original (the file itself).
  2. Check the details, use Edit Bill to fix anything, then Approve to turn it into a bill.

Note: If Tera spots a possible duplicate, it flags it — see Understanding duplicate bill detection.