Change entity subscription or package – upgrade, downgrade & cancel (portfolio only)
Can I change the subscription for entities in my portfolio? Yes. If you are a portfolio admin you can now:
- up and downgrade subscriptions
- cancel subscriptions
- switch between annual or monthly billing
- switch an entity onto a watching only subscription.
(you used to have to email Kudocs to ask).
How do I change subscription? Easily. If you are a portfolio admin, just click on {Reports & Subscription management} and then scroll down to Subscriptions. Select the entity you want to change and click on {Change package}.
Is there a limit on the up/downgrades I can make? Yes, if you change package type, you cannot change package again for 3 months (to prevent unintentional abuse of the system!). Get in touch with Kudocs if that causes you any issues.
What is a “watching subscription”? A watching subscription is a low cost subscription giving you only very limited access to high level information on a read only basis. It is useful where you are not looking after an entity’s company secretarial requirements, but need to keep an eye on them (filing deadlines, etc).
How do I put an entity onto a watching subscription? Easily. If you are a portfolio admin, just click on {Reports & Subscription management} and then scroll down to Subscriptions. Select the entity you want to change and click on {Watching only}. Please note that you can only put an entity on a watching on subscription. To reactivate an entity – on to a full subscription – please contact Kudocs.
Is there a record of subscription changes? Yes, the Portfolio Activity Log provides a full record of all changes to subscriptions in the portfolio, such as upgrades and cancellations. The Log also has records of other changes that have been made to the portfolio (such as user permission changes etc).
Can I cancel a subscription? Yes, using the same process as changing a subscription.
I am a card customer of Kudocs – can I change subscription? Yes, but you need to contact Kudocs customer support (info@kudocs.co.uk) and we can sort this out for you very easily.