Using TERA

Company Tera Setup

• Tera Setup Guide
• KYC
• Tenant Details
• Preferences
• Tenant Banking
• Tenant Subscription

People

• Team Management
• Location Management
• User Management
• Role Management
• Taxes
• Chart of Accounts

Cards

• Add a Card
• Overview of Physical Cards
• Request a Physical Card
• Check Available Balance in a Physical Card
• Lock a Physical Card

Item Management

• Available Products
• Product Attributes
• Policy
• Price List
• Payment Terms

Requests and Approvals

• Find a Payment Request
• Find a Purchase Request
• Approve a Expenses Report

Customer Management

• Add a Sale Order against customer
• Add a Customer

Invoice Payments

• Add a Invoice

Vendor Management

• Add a Purchase Order against Vendor
• Add a Vendor

Bill Payments

• Add a Bill