Current guidance

Adding and Managing Assets

Assets are the core records in GuideSpend — each one represents a software subscription or hardware item your organization pays for. This guide covers adding, editing, and organizing them.

What you can do today

Add a single asset: go to Assets → Add Asset. Required fields are Vendor (company name), Amount (annual cost), and Renewal Date. All other fields are optional.
GuideSpend normalizes vendor names automatically. If you type 'Salesforce.com' or 'SFDC', it maps to the canonical vendor 'Salesforce'.
Attach contracts: open any asset detail page and use the Contracts section to upload PDF or document files. Attachments are org-scoped and access-controlled.
Assign an owner: set the Owner field on the asset detail page. Owners receive renewal reminders by email when configured.
Assign a department and location to categorize spend. Departments are cost centers; Locations are physical sites. Both are managed in Settings.
Edit any field by clicking it on the asset detail page. Changes are saved immediately and logged in the audit trail.
For bulk entry, use CSV import from the Assets page — see the Importing Assets via CSV guide for the template and field definitions.
To remove an asset, use the delete option on the asset detail page. This action is permanent and cannot be undone.