Creating Rate Cards, Tax Codes, and Expense Categories

This document outlines the process of creating rate cards, tax codes and expense categories.These tools go hand in hand with billing in Chekhub, ensuring your services are priced accurately and consistently.

Creating a Rate Card

Step 1

Begin by navigating to the admin panel and selecting the add button in the rate card section. Now name your rate card, and include a description if you would like to add some additional context. Once you have named your rate card, begin setting the labor cost, tax code, billable amount, minimum, and unit. You may also add alternative locations if these quantities differ by location.Selecting a location here will automatically add it to every tab, but you can click the black X to delete alternatives anywhere you would like.

Step 2

You can also set fixed fees for services, if preferred over hourly billing. Now, select the black Create button to create your rate card.

Creating a Tax Code

Step 1

To create a tax code, proceed to the tax codes section and click the add button.

Step 2

Start by naming your tax code and providing a brief description. Lastly, press the black Create button to establish your tax code.

Creating an Expense Category

Step 1

To create an expense category, navigate to the expense categories section and select Add.

Step 2

Now provide a name for your new expense category. The black Create button will finalize your expense category.

Congrats, you now know how to create a rate card, tax code, and expense category in Chekhub!