Record what the software company agreed

Keep proposals in the review plan

A proposed lower price, fewer seats or cancellation belongs in the saved plan while the discussion is open. This keeps the current register and forecast tied to the entered subscription. Avoid changing the subscription status just to show an intention.

Confirm the practical details

Check the vendor’s response for the effective date, actual charge and next renewal. If anything is unclear, resolve it before recording a completed outcome. An email acknowledging receipt of your request may not confirm the requested change. Keep the original correspondence in your own records.

• The action that was accepted
• The effective date and confirmed amount
• Any remaining commitment or next renewal
• A reference to the vendor confirmation

Save the outcome with its reason

Record keep, reduce or cancel only when that outcome is known. Add a short note explaining the decision and update the next date where relevant. HeadsUp retains the entered-cost history so the next review can distinguish the original position from the new record.

Check what the next review will see

Return to the register and forecast. Confirm the status, amount and future dates now match the outcome. If the vendor later corrects the arrangement, record the correction with context. The history should help someone understand what happened without reconstructing the whole conversation.