Substly makes it easier than ever before to get an overview of how much your company is spending on subscription-based services. Adding financial data can be done through various methods, one being manually creating plans to generate spend details.
Follow the guide below to understand how this is done.
Adding spend details to default plan
Each service comes with a default plan, set to the Automatic type. This type implies that spend details, including forecasted spend, will automatically be adjusted in accordance to spend history.
This type is useful when adding financial data via import, or through our financial integrations. It can also be useful if you manually add transactions on the Spend History tab.
To add spend details to the default plan:
Navigate to the All Services page
Select any service
Click on Actions, then Edit spend details
Define your Plan name, Service Owner, and Plan Type
If you've selected anything other than Automatic, enter Currency, Amount, Repeated every x months/days/year/quarter, Next payment date, and Starting Date.
Select Update for editing future spend details, or Correction if spend details were previously incorrect.
Done! You've now successfully created a plan that will update spend and transactions in accordance to your submitted details.
Creating a new plan
In some cases, you might want to register several different plans for a single service. If so:
Navigate to the All Services page
Select any service
Click on Manage service, then Add new plan
Follow the same instructions as for editing the default plan in order to complete the new plan.
Managing plans
You can manage ownership of plans, in addition to which users have access to different plans. To do so, select Actions for the specified plan, then Change Owner or Manage users.
Plans can easily be removed by selecting Actions, then Remove plan. Additionally, selecting Duplicate plan will give you a copy of any given plan.