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 category that best fits the spend—think Software, Licensing, Services, etc. Categorizing properly helps keep reports tidy and meaningful.Click “Add Amount”
Enter the amount spent, along with any relevant details (vendor, description, date).Click “Save”
Done and dusted! The spend is now logged, categorized, and ready to roll into your reports.
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
Start by selecting the category the invoice belongs to (e.g. Software, Hardware, Services). This helps keep your spend data organized and easy to report on.Click “Add Invoice”
Enter the main invoice details—things like vendor name, invoice number, date, and total amount.Click “Add Items”
Here’s where you can break the invoice down by individual line items. Add each item separately so you can track and analyze your spend in more detail.Click “Save”
Once everything’s in, hit Save to log the invoice.
And that’s it—your invoice is now safely stored and ready to report on. 🎉
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.