102.81

v 15.0 Third Party 61
Live Preview
Required Apps Employees (hr)
Invoicing (account)
Lines of code 2594
Technical Name hr_employee_loan
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 14.0 v 11.0 v 12.0 v 10.0 v 13.0 v 9.0
You bought this module and need support? Click here!
Required Apps Employees (hr)
Invoicing (account)
Lines of code 2594
Technical Name hr_employee_loan
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 14.0 v 11.0 v 12.0 v 10.0 v 13.0 v 9.0

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 Odoo backend and allow the Loan Department (Loan Officer / Loan Manager) to view all the loan requests from employees and approve / reject it and 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 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 Policy under configuration.
  • Repayment of loan installment by Cash / Bank method only available in the app.
  • Loan disbursement using Cash / Bank method 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 generate Loan Installments, Booking Interest and Booking entry for repayment method = Cash / Bank Journals.
  • For more details please see 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 repayment method also on loan type then you can check app and buy it separately https://apps.odoo.com/apps/modules/15.0/employee_loan_payroll_enterprise/and 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

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

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

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

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.
The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.