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 →