Spending

This guide outlines the process of tracking spending within Aladia. It details how users can visualize their spending data using charts and tables, as well as apply filters to analyze their expenses effectively.

Spending

Access the Payment Section

• There is a Apps icon on the top navigation bar. Click on the Payment option from the list of apps.

• Alternatively, you can directly click the Payment tab on the navigation bar.

Spending Tab

• The Payment page loads.

• Click on the Spending tab next to the Payment label.

• General Spending Chart Section

• Shows analytics of spending on Courses, AI, Storage, and Streaming.

• Future Payment Section

• Shows the total number of due payments, payment amounts, and due dates.

• The Spending tab includes two sub-tabs:

• Transactions (active by default).

• Subscriptions

Tables

Transaction Columns include: Product, Status, Amount, Payment Method, Type, Seller, Occurred On, Date, Transaction ID.

Subscription Columns include: Product , Status , Paid Installments , Planned Installments , Amount Paid , Total Amount , Next Installment , Single Installment , Frequency , Customer , Started On , Ends On , Subscription ID.

NOTE: If the account belongs to an organization, an additional Quantity column will be displayed in both Transactions and Subscriptions tables.

• Click on any row in the table to open a modal displaying detailed information about the selected transaction or subscription.

• The modal is scrollable, allowing users to view all relevant details.

Controls

• Filters button (opens a filtering sidebar).

• Sort By button (opens a sorting sidebar).

• Pagination controls at the bottom right of the table (Prev and Next).

• Manage Column button.

• Download Invoice icon (downloads the invoice).

Download Invoice for a Transaction

Download Single Invoice of Transaction

• Scroll to the right-most column of the transaction table.

• Click on the Download icon next to the selected transaction.

• The invoice will be automatically downloaded to your device.

Download Multiple Invoices of Transactions

• Select the transactions you want to download using the radio buttons on the left side of the page.

• Scroll to the right-most column of the transaction table.

• Click the Download icon next to the selected transaction.

• The invoice will be automatically downloaded to your device.

Apply Filters

• Click on the Filters button. A sidebar with filter options will appear.

• Use the available filters to refine the displayed transactions and subscriptions, including:

  • Course

  • Date

  • Supplier

  • Amount

  • Quantity

  • Paid Installments

  • Planned Installments

  • Net Amount Received

  • Total Amount

  • Status

  • Next Installment On

  • Frequency

  • Transaction ID

  • Subscription ID
    

• Select the desired criteria and apply the filters to update the results.
  

Apply Sorting

Click on the Sort By button.

• A sidebar with sorting options will appear.

• Choose from the available sorting options:

  • Date

  • Product

  • Quantity

  • Amount

  • General

• Installment and Installments Sort Options

• Apply the sorting option to reorder the displayed transactions and subscriptions accordingly.