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Manage reference and master data

Reference data (master data) is the set of lookup values Tera uses across the app — like GL accounts, departments, and categories. Keeping it accurate keeps everyone's coding clean.

Where to go

Admin → Reference Data, then pick a type. Types include:

  • GL Accounts, Entities, Locations, Departments, Cost Centers
  • Payment Terms, Tax Codes, Categories
  • Items (India), Price Lists

Manage a type

  1. Open Admin → Reference Data → [type].
  2. Click New [type] to add one; fill in the form (code, name, and any type-specific fields) and Save.
  3. Edit or Delete existing entries, or open one to view its details.
  4. Use Import to bulk-add from a spreadsheet — see Bulk-import users, GL accounts, or vendors.

Note: These values feed the dropdowns your team sees when coding expenses, bills, and payments — so accurate reference data means cleaner books.