1.0 - Introduction
Sure, HighGround can automatically pull spend data from your connected PSA or finance tool like a well-trained bot, but (sadly) clients buy a lot of products from other technology providers too. To give clients an accurate overview of their total IT spend, you're going to need to manually add spend too.
The good news is, adding spend manually to your clients technology spend dashboard is quick and easy. Whether it’s a new laptop they bought from Amazon, a managed printer contract (arghhh!) or that Line of Business SaaS App they pay a small fortune for each month, you can log it in HighGround.
Let’s dive in before another “critical” IT purchase sneaks up on you.
2.0 - Manually adding an amount
To manually add an amount:
Choose a category – Pick the one that makes the most sense.
Click “Add Amount” - enter the amount that was spent
Click “Save” – Boom! Your clients spend is now logged and categorized
Nothing says “I have my life together” like a well-maintained Technology Spend module (right?).
3.0 - Manually adding an invoice
To manually add an invoice:
Pick a category – Choose where this invoice belongs.
Click “Add Invoice” – enter the invoice details
Click Add Items - this enables you to add each invoice line item individually
Click “Save"
Congratulations, the invoice is now logged
4.0 - Manually adding a subscription
Subscriptions: the lifeblood of modern IT…and the reason your clients budget mysteriously disappears every month. From essential tools to that one service nobody admits to using but everyone refuses to cancel, keeping track of recurring payments is crucial.
Manually adding a subscription ensures you don’t have to re-enter your clients recurring spend with you (if you don't have a PSA), or other technology providers, every billing cycle.
Here’s how to do it:
Choose a category – Pick where your subscription belongs.
Click “Add Subscription” – enter the subscription details
Fill in the important bits – Payment amount, billing frequency, renewal dates, cancellation terms…
Click “Save”
Congratulations! Your clients recurring spend is now tracked, categorized, and no longer living in spreadsheet limbo.
To learn more about how to track your clients spend with other Technology Providers read our Track clients spend with other technology providers using subscriptions and manual spend article.