APPS
Employee Loan Management 17.0

Employee Loan Management

$ 54.45 $ 54.45

v 17.0 0

Technical name	hr_employee_loan
License	LGPL-3
Website	www.probuse.com
Read description for	v 17.0
Extensions	Employee Loan Management with Payroll Bundle of Human Resource Employees Apps

Description
License

Employee Loan Request Management

Employee Loan Request and Loan Disbursement and Installment

Request for Employee Loan Management Odoo App

This app allows your employee(s) to create loan requests in the Odoo backend and allow the Loan Department (Loan Officer / Loan Manager) to view all the loan requests from employees and approve/reject them. After approval, the accounting department can disburse the loan to the employee as shown below.

Main Features:

Allow employees to create loan requests and Loan Officer/Manager to approve/reject loan requests from employees.
Allow the accounting department users to disburse loan amounts to employees after approval from the loan manager.
Allow users to print a PDF loan request report as shown in the sample.
Allow loan managers to create and manage loan proofs under configuration.
Allow loan managers to create and manage loan types under configuration.
Allow loan managers to create and manage loan policies under configuration.
Repayment of loan installment by Cash / Bank method is only available in the app.
Loan disbursement using the Cash / Bank method is only available in the app.
Note: Only company currency loans are supported by the app so loans must be in company currency and installments are also in company currency only.
App generates Loan Installments, Booking Interest, and Booking entry for repayment method = Cash / Bank Journals.
For more details please see the below screenshots and watch the video.
Note: If you are using odoo enterprise edition or odoo.sh and if you want to have payroll as a repayment method also on loan type then you can check the app and buy it separatelyhttps://apps.odoo.com/apps/modules/17.0/employee_loan_payroll_enterprise/if you are ok with that you can buy it also separately.

Menus:

Loans

Loans

Loan Requests
Loan Requests to Approve
Loan Installments

Accounting

Loans to Disburse

Configuration

Loan Proofs
Loan Types
Loan Policies

Sample Testing Users

Employee: Pieter Parker

Loan User/Officer: Mitchell Admin

Manager/Account Department: Mitchell Admin

Edition Compatibility:

Enterprise Odoo.sh Community

Configuration Section

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Loan Proofs Configuration

This loan proof menu allows the HR manager to create and configure all loan proofs that will be required to approve the loan and process it. These loan proofs will be selected on loan types and then it will be visible on the loan request form.

Loan Types List View Configuration

Loan Types Form View

These loan types allow HR managers to create different types of loans for employees. Also this loan type allows the user to configure whether the loan given to the employee will be interest payable or not. Also it will allow you to configure that loan type repayment method will be from only one direct cash/bank cheque from the Employee at time of installment payment. This also allows the disburse method to be only by cash/bank. (Disbursement can be done when a loan request is approved.)

Here the HR manager can list out Employee categories and employees which can request for this type of loan from the company..... For example if Employee A is not eligible and does not come under the category selected in loan types then the system will not allow him/her to submit a loan request. Loan proof is also configured here so that we can state that these proofs will be needed to process loan requests for employees.

Loan Policies List View Configuration

HR managers can configure policies or rules for loan requests and based on those rules it will check before approving a loan that if an employee fully fulfills that policy or not.

Loan Policies Form View

Policy types: 1. Max loan amount 2. Gap between two loans 3. Qualifying Period

Loan Request Section

Loan Request Form

Loan Request to Approve

Loan Disburse Section

Loan to Disburse by Accountant

Disbursed Accounting Journal Entry

Loan Installments Section

Loan Installments

All installments of loan will be listed here.

Loan Installments

After Clicking Book Interest Generate Interest Accounting Entry

Approve Payment Button on Loan Installment

Pay the Loan Installment Button on Installament

After Pay the Loan Installment Generate Accounting Entry Automatically

Odoo Payment Screen under Account [Odoo Standard]

If a loan has a repayment method by cash/bank then Odoo payment form has a new field which allows the accountant to select the installment and after validating that payment that installment will be paid.

Loan Installment Accounting Entry

If you are not using Odoo payment screen to get installment payment from an employee then you can use the button on installment which will generate this journal entry.

Loan Interest Accounting Entry

There is a button on the installment called "Book interest" that will raise this journal entry in the system for interest for that installment.

Employee Configuration Section

Some Other Configuration on Employee Form

Loan details and loan policy will come automatically on employee form.

Print Loan Request PDF Sample

Loan PDF Report

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

Odoo Implementation

Odoo Support

Odoo Customization

Odoo Migration

Odoo Training

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