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Creating service plans & editing spend details

This article describes how to manually add spend details and creating new plans

Julia Nash avatar
Written by Julia Nash
Updated over 2 weeks ago

Get an overview of your company's spending on subscription-based services. Adding financial data is easy and can be done through various methods, one of which is manually creating plans to generate spend details.

Follow the guide below to understand how this is done.


Adding spend details to the default plan

Each service comes with a default plan set to Automatic. This type implies that spending details, including forecasted spending, will automatically be adjusted according to spending history.

This type is useful when adding financial data via import or 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:

  1. Navigate to the All Services page

  2. Select any service

  3. Click on Actions, then Edit spend details

  4. Define your Plan name, Service Owner, and Plan Type

  5. If you've selected anything other than Automatic, enter Currency, Amount, Repeated every x months/days/year/quarter, Next payment date, and Starting Date.

  6. Select Update for editing future spend details, or Correction if spend details were previously incorrect.

  7. Done! You've successfully created a plan that continuously updates spending and transactions according to your submitted details.


Creating a new plan

Sometimes, you should register several different plans for a single service. If so:

  1. Navigate to the All Services page

  2. Select any service

  3. Click on Manage service, then Add new plan

  4. Follow the instructions above for editing a default plan 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.

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