Map GL accounts

Tell Tera which accounts in your accounting system transactions should post to.

Steps

1. Go to Accounting → Setup and open Chart of Accounts (Entity Settings).
2. Click Fetch GL Accounts (or Refresh GL Accounts) to pull the latest accounts from your accounting system.
3. Set the default account for each type:
   - Accounts Payable (required)
   - Default Expense Account (required)
   - Reimbursement Liability (required)
   - Manual Payments (required)
   - Credit Card Liability, Personal Expense Receivable, Revenue Account (optional)
4. Choose each account from the dropdown — shown as code — name (for example, "1000 — Cash") — then click Save Changes.

Note: GL accounts are read from your connected accounting system, so connect it first (QuickBooks / Dynamics 365). Here you're mapping Tera's default accounts to yours.