What this guide covers
These three lists feed vendor bills, purchase orders, and estimate costing throughout NidusCore.
Expense categories
Expense categories classify spend for reporting and exports. Each category has:
- Name and optional description
- Business profile linkage when scope is per profile
- Optional external account ref for accounting software sync
- Active/archived state
PO lines and vendor bill expense lines require a category. Categories appear in pickers filtered by your accounting scope and profile access.
Tax rates
Tax rates define percentage taxes applied on:
- Estimate line items (when selected)
- Vendor bill and PO lines
- Some payroll or project time calculations where configured
Each rate includes name, percentage, profile scope (if applicable), and optional external tax reference for integrations.
Payment sources
Payment Sources describe how a vendor bill was paid — Visa, ACH, cheque, cash, etc. Sources are required when recording bill payments.
Use Payment Source Visibility controls (when available) to hide sources that should not appear on new payment forms while preserving historical payments.
Accounting classes (QuickBooks)
When using QuickBooks Desktop integration, classes map to QB class lists. Bill and PO lines can optionally tag a class for export fidelity.