Record an asset bought on hire purchase on mobile

This article explains how to use the FreeAgent mobile app to record a capital asset that was bought on a hire purchase (HP) agreement.

Please note:

  • An asset cannot be recorded as purchased on a hire purchase agreement and assigned a recurring bill. If one of these is selected in FreeAgent, the other will not be available. 
     
  • Any changes you make using the FreeAgent mobile app will be reflected in the desktop version of FreeAgent.
     
  • The steps below only apply to assets that you're effectively buying, not to those that you're renting or to a scenario such as hiring a car from a car rental company. It can be difficult to distinguish between the two if the legal arrangement for the asset is complex. Please check with your accountant if you're unsure.

First you'll add a bill for the purchase of the asset and then you'll need to explain the hire purchase loan repayments.

1. Add a bill for the asset

Tap the ‘☰’ (mobile app navigation menu) button and select 'Bills'.

Bills highlighted in the FreeAgent mobile app menu

Follow the steps for adding a bill using the FreeAgent mobile app.

Toggle the ‘Paid for via hire purchase’ option.

hire purchase toggle set to on on bill screen

Enter the date that the hire purchase agreement ends in the ‘Due on’ field.

due on field highlighted on bill screen

Once the other relevant details for the bill has been entered, select ‘Save’ in the top-right corner.

save button highlighted on bill screen

Tap on ‘Add bill item’.

add bill item button highlighted on bill screen

Select the relevant spending category for the asset.

Spending category highlighted on add bill item screen

Select whether you’d like any depreciation to be calculated using the ‘Straight line’ or ‘Reducing balance’ method, or whether the asset should not depreciate.

Depreciation method field highlighted

If you select the ‘Straight line’ method, select the number of years that the asset will be useful to the business from the ‘Asset life’ drop-down menu. Please note that you can select a maximum of 25 years.

Asset life field highlighted

Select the relevant category, amount and rate of VAT. If you’re unsure, please speak to your accountant. Find out more about how to record an asset bought on hire purchase when using accruals basis accounting or cash basis accounting.

If your business is VAT-registered, the VAT will be accounted for on the date of the bill, regardless of whether you're preparing your accounts using accruals basis accounting or cash basis accounting.

Price and VAT fields highlighted

Once you’re happy with the line item, you can add it to the bill by tapping ‘Add item to bill’ or ‘Save’ in the top-right corner of the screen. Alternatively, if you’d like to add another bill item such as insurance, tap on ‘Add item & add another’ and enter the necessary details.

Add item to bill button highlighted

Find out more about how to add a bill using the FreeAgent mobile app.

2. Explain the hire purchase loan repayments

As you pay off the asset each month, you'll need to explain each payment in your business bank account in FreeAgent once the relevant bank transaction has been imported into your FreeAgent account via a bank feed.

Tap the ‘Banking’ icon.

Overview screen with Banking icon highlighted

Choose the relevant bank account from the list and select the relevant unexplained transaction from the ‘All’ or ‘Unexplained’ tabs.

Unexplained transaction highlighted on bank account screen.

Select ‘Bill payment’ from the ‘Explained as’ field and choose the relevant bill.

Explained as field highlighted on unexplained transaction screen.

If you need to allocate some of the repayment as interest, you can change the value in the ‘Amount’ field to the amount of the capital repayment.

Amount field highlighted on unexplained transaction screen.

Select ‘Explain transaction’ and FreeAgent will create a new unexplained transaction for the remaining amount.

Unexplained transaction highlighted on bank account screen.

Select this new transaction, select ‘Payment’ in the ‘Explained as’ field and ‘Interest Payable’ in the ‘Category’ field.

Explained as and Category fields highlighted on unexplained transaction screen.

Select ‘Explain transaction’ to complete the process.

Repeat this process every time you pay part of the hire purchase agreement until the bill has been paid off in full.

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