Editing a subscription

From any row in the Subscriptions table, open the ⋮ menu and click Edit to open the edit dialog.

Editable fields

Field	What it controls
Owner	The person responsible for this subscription
Status	Active or Inactive
Department	Used for departmental spend rollups
Billing Cycle	Monthly, Quarterly, Semi-Annually, Yearly, or One-time
Next Billing	The date used for renewal alerts
Category	Changing from Others to any software category includes the subscription in all KPIs and charts; changing it to Others removes it from all totals

Click Update Subscription to save or Cancel to discard. Members and above can edit subscriptions. Viewers cannot.

Symptom	What to do
Edit option not visible	You may have Viewer role — ask an Admin to change it
Category change not reflected in dashboard	Allow a few seconds, then refresh
Wrong amounts after category change	See SaaS vs Non-SaaS