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Lease and Contract Hire finance reports

💰 Keeping a clear picture of your leased and contract hire vehicles is essential for budgeting, planning renewals. This guide walks you through generating a finance report, reviewing the agreement details, and setting a reminder so you're always prepared before a lease ends.

By the end of this section, you'll be able to:

  • Generate a finance report for a leased or contract hire vehicle
  • Review and verify the agreement details captured by the platform
  • Confirm the lease company and payment information
  • Plan ahead for replacement or renewal using the remaining agreement term
  • Set a renewal reminder so you never miss a lease end date

Step 1: Open the vehicle record and find the finance sectionScreenshot 2026-05-20 at 17.16.48 1

 

  1. Select the relevant vehicle record in the Vehicles page.
  2. Go to the Vehicle Data page by clicking on the relevant registration number.
  3. Scroll down to the Financial Overview section.
  4. Confirm you're working on the correct vehicle before generating the report.

Step 2: Start the report and enter the initial finance details

Screenshot 2026-05-21 at 15.14.38 1

 

  1. Click Generate Report.
  2. In the pop-up, confirm Yes if the vehicle is financed.
  3. Enter the vehicle's monthly payment.
  4. Enter the vehicle's current cumulative mileage.
  5. Enter the estimated annual mileage for this vehicle.
  6. Click Continue to let the platform identify the agreement type.

Step 3: Confirm lease company and payment information

Screenshot 2026-05-21 at 16.55.54 1

Review the report for the following key details:

  • Lease company name
  • Agreement number
  • Months completed on the agreement
  • Total amount paid to date
  • Monthly payment amount

Use this section to confirm the finance record is complete and correct.

⚠️ If any detail looks incorrect, investigate before relying on the report. Double-check the agreement number and lease company name against your supporting documentation.

Step 4: Check remaining agreement time and plan ahead

  1. Review how much time is left on the agreement.
  2. Use the remaining term to plan for vehicle replacement or renewal.
  3. Begin preparing early so there's enough time to arrange a replacement vehicle before the lease ends.

💡 Treat the remaining-term figure as your prompt to start replacement conversations — sourcing a new vehicle can take weeks, so the earlier you start, the smoother the handover.

Step 5: Set a renewal reminder

Screenshot 2026-05-21 at 16.57.16 1

 

  1. Click Set Notifications.
  2. Select the date you'd like the platform to remind you about the lease renewal.
  3. Click Save Reminder to confirm.
  4. Verify that the reminder has been saved successfully and will be sent through the system.
  5. You will be notified in the upcoming actions section of the Company dashboard when your lease is up for renewal.

💡 Save the reminder as soon as you've reviewed the lease details so no renewal date slips through. Setting it early enough gives you breathing room to plan a replacement.

Tips for keeping finance records accurate

  • Enter finance details immediately when generating the report so you don't miss any required fields.
  • Use the agreement end date and remaining term to schedule replacement planning well in advance.
  • Keep a consistent process for checking monthly payment, mileage, and agreement status each time you generate a report.
  • Save reminders the moment a lease is reviewed — it's the easiest way to make sure renewals never catch you out.

What's next?