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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
TERA