Accountant — Vehicle purchase
The documents to capitalize and track a company vehicle. Use it as is or adapt it: your team can still edit it.
Template Collect
5 documents. 1 participant.
| Document | Formats | Files | Check on upload | Status |
|---|---|---|---|---|
| Participant: Client | ||||
| Purchase invoice or lease agreement long-term lease, lease-to-own or finance lease | 1 | Check: date, amount | Required | |
| Vehicle registration certificate | PDF, JPG | 1 | — | Required |
| Financing schedule | PDF, XLSX | 1 | — | If applicable |
| Insurance certificate | 1 | Check: date | Required | |
| Mileage log if mixed business and personal use | PDF, XLSX | 1 | — | If applicable |
Reminders stop once everything is in.
Day 3, gentle reminder“Your file is still missing 2 documents.”
Day 7, detailed reminderThe list of missing documents and the direct link.
Day 14, with deadlineThe deadline, clearly restated.
You, at any timeManual reminder, one by one or in bulk.
Recommended scenario: reminders on day 3 and day 7.
This template, set up for you.
Book my demo We adapt it to your documents and rules during onboarding.