Financial Reporting with Leasing Plugin : Advanced AutoCount Insights
What is AutoCount Leasing Plugin?
The Leasing Plugin is an add-on module that helps businesses manage rental and lease transactions directly within AutoCount, allowing users to create and manage leasing contracts, track installment schedules, automate recurring billing, monitor outstanding payments, and generate lease-related reports—all in one centralized system instead of relying on manual tracking through Excel or separate tools.
AutoCount Leasing plugin Video Guide
Why You Should Use Leasing Plugin?
This plugin helps businesses:
Automate recurring billing
Improve payment tracking accuracy
Reduce missed installment invoicing
Monitor lease profitability
Maintain structured customer records
It reduces administrative work while increasing financial control and visibility.
Who This Plugin is For?
Equipment rental and hire purchase businesses
Companies that rent out machinery, vehicles, tools, or equipment on installment plans can use the plugin to manage lease contracts, automate billing schedules, and closely monitor outstanding balances without manual tracking.
Property and asset leasing companies
Businesses managing property units, office spaces, or long-term asset leases can centralize contract details, control recurring invoicing, and maintain clear visibility of payment status across all active agreements.
Companies offering installment-based sales
Organizations that allow customers to pay over time — whether for products, services, or bundled packages — can rely on the plugin to automatically generate installment invoices and reduce errors in payment calculations.
Finance and operations teams managing recurring revenue
Accounting departments and managers responsible for tracking long-term contracts can use the plugin to streamline billing cycles, improve cash flow monitoring, and maintain accurate reporting with minimal manual intervention.
Features of the Leasing Plugin
Centralized Leasing Contract Management
Manage all customer lease contracts from a single entry form. Record debtor details, product information, guarantor data, and custom margin settings in one place.
Automated Monthly Installment Calculation
Input the deposit, financed amount, period, and interest rate. The system instantly calculates the exact monthly payment amount.
Temp Invoice & Payment Schedule Generation
Automatically generate a full payment schedule with due dates. Create “Temp Invoices” for each installment, giving customers a clear repayment timeline.
Seamless Invoice Transfer
Convert Temp Invoices into official AutoCount sales invoices with one click. This ensures all lease payments are properly reflected in your accounts receivable.
Automated Rebate Calculation for Early Settlement
Calculate rebates on interest accurately based on pre-set margin rules. This ensures fairness for customers who settle early and accuracy for your books.
Comprehensive Tracking & Reporting
Track paid and outstanding installments in real-time. Generate reports like the Collection Report and Monthly Account Balance Report for clear financial oversight.
How AutoCount Leasing Plugin works
1. Creating a New Lease Contract
- Create Lease Contracts: Go to Leasing > Leasing Maintenance and click New to start a contract entry.
- Enter Customer Details: Complete the Debtor Info tab with the customer information and deposit details needed for the agreement.
- Add Product & Pricing: Navigate to the Product Info tab and input item details, cost, price, and serial number (if applicable).
- Set Margin Information: Go to the Margin tab and enter the percentage values that determine profit for each payment period.
- Generate Installments: Go to the Installment Info tab and click Generate — the system will automatically calculate the monthly installment amounts and temporary invoices
Pro Tip:
Always fill in the debtor, margin, and product details before generating the installment schedule to ensure the calculations are accurate and complete.
2. Early Settlement & Rebate Calculation
- Open Contract for Adjustment: In Leasing > Leasing Maintenance, locate the lease contract you want to settle early and click Edit.
- Verify Margin Info: Make sure the Margin tab is filled with the correct percentage values used to calculate rebate amounts.
- Calculate Early Settlement Rebate: In the Debtor Info tab, click Calculate Rebate and then choose Early Settlement — the system will compute the rebate based on the margin setup.
- Review & Save: Then save the contract to apply the early settlement results.
Pro Tip:
Using the built-in rebate calculation feature eliminates manual math and helps you quickly determine the correct reduction for early settlements.
3. Viewing Collection & Balance Reports
- Run Collection Summary Report: Go to Leasing > Collection Report, select the preferred collection date and optional location filters, then click OK to generate a summary of payments received.
- Print or Export: Once the report is displayed, use Preview to review and then print or export the report as needed.
- Run Monthly Balance Report: Navigate to Leasing > Monthly Account Balance Report, set your filters and click Inquiry to view each customer’s latest balance, owed amounts, rebate info, and “up-to-date” status.
- Print or Export: Once the report is displayed, use Preview to review and then print or export the report as needed.
Pro Tip:
Review balance and collection reports monthly — this helps you track overdue payments, check outstanding amounts, and improve cash-flow planning.
Benefits of Using Leasing Plugin
Increased Efficiency
Automates recurring billing and contract tracking.
Improved Accuracy
Reduces manual miscalculations of installments or interest.
Time-Saving
Eliminates repetitive monthly invoice creation.
Full Visibility
Real-time monitoring of lease balances and overdue accounts.
Best Practices for Using Leasing Plugin
Standardize Contract Templates
Use predefined lease templates to ensure consistent pricing, schedules, and account posting while reducing setup errors.
Automate & Review Billing Monthly
Generate billing on a fixed schedule and review due reports to avoid missed invoices and improve cash flow control.
Restrict Access & Monitor Reports
Limit editing rights to authorized users and regularly check lease reports to maintain accuracy and financial visibility.
Conclusion
The Leasing Plugin enhances AutoCount Accounting by transforming how businesses manage installment-based transactions, delivering automation-driven efficiency, accurate tracking, flexible lease structures, controlled user access, and clear financial visibility—all in one powerful system for confidently managing recurring revenue.
Frequently Asked Questions
Can I track serial numbers for leased items?
Yes. The Product Info tab includes a specific field to input serial numbers, allowing you to track exactly which unit is leased to which customer.
How does the system handle early settlement rebates?
The rebate is calculated automatically based on the profit margin percentages you preset in the Margin tab. This ensures consistent and accurate application of your business rules.
Can I print the installment schedule for my customers?
Yes. The installment schedule generated in the Installment Info tab can be used to inform customers, and the official invoices transferred from these temp invoices serve as formal payment requests.
Is this plugin suitable for long-term equipment leasing?
Absolutely. While ideal for retail installments, the system manages any type of lease contract that involves periodic payments, interest, and defined settlement terms.
What reports are available?
The plugin includes specific reports such as the Collection Report and Monthly Account Balance Report, accessible via the Leasing menu, to help you monitor overall lease portfolio performance.
Streamline Your Installment Management with Smart Automation
Take control of your in-house financing operations with the AutoCount Leasing Plugin. Automate contract creation, eliminate manual payment tracking, and ensure accurate interest and rebate calculations—all fully integrated with your AutoCount Accounting system. Stop chasing spreadsheets and start managing leases with precision and ease.