/ Docs
Contents

Costs

Costs groups your expenses, net of VAT, into cost categories such as software, cloud, advertising, rent or consultants, and shows how much each costs you on average every month. You can also split them by department, to see what tech, marketing or sales cost you.

You find it under Brain > Finance > Costs. The figures come from the expenses synced from your accounting system.

Read your costs

Steps

  1. In Nucleo, go to Brain > Finance > Costs.
  2. Choose the period: click Last 3 months, Last 6 months, Last 12 months or Last 24 months, or pick the months in From and To and click Update.
  3. Read the figures at the top: Average monthly cost, the Total of the period, the Top category with its share, and In "Other" per month: the monthly cost still waiting for a category.
  4. In the chart, click By category or By department to see the costs of each month split one way or the other.

Cost categories, under the chart, lists each category with its Monthly average, Total, Share and number of Suppliers. Click a category to see its suppliers, each with how many documents it has and whether it's recurring.

Change the category of a supplier

Every supplier has one cost category, and its expenses follow it. Brain chooses it for new suppliers, from your accounting system's category and from what it reads, and each supplier row says where its category comes from, such as AI proposal or manual choice. Your choice always wins.

Steps

  1. In Nucleo, go to Brain > Finance > Costs.
  2. In Cost categories, click the category the supplier is in now.
  3. On the supplier's row, pick the new category in the menu on the right.

A message confirms how many expenses moved. The change applies to every expense of that supplier, past and future.

Note
Changing categories and departments needs the Manage finance permission.

Split a supplier across departments

Each supplier belongs to one department or is split across several in percentages: Tech, Design, Marketing, Photo & video, Project management, Sales, Finance & admin and General. Without a choice of yours, Brain proposes one from the cost category, such as Tech for cloud or Marketing for advertising.

Steps

  1. In Nucleo, go to Brain > Finance > Costs.
  2. In Cost categories, click the category of the supplier.
  3. Click the pencil next to the supplier's name. Split by department opens.
  4. Enter the percentage of each department. The total must be 100%.
  5. Click Save.

The Departments panel, shown with By department, then lists each department with its monthly average, total and share.

Related articles