v 17.0 Third Party 1
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Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Contacts (contacts)
Discuss (mail)
Employees (hr)
Invoicing (account)
Lines of code 1500
Technical Name pragtech_loan_management
LicenseOPL-1
Websitehttp://pragtech.co.in
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Contacts (contacts)
Discuss (mail)
Employees (hr)
Invoicing (account)
Lines of code 1500
Technical Name pragtech_loan_management
LicenseOPL-1
Websitehttp://pragtech.co.in

Loan Management System

Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10am to 7pm IST) and One time Setup

support@pragtech.co.in pragtech

We support for English / French / Spanish at an additional cost

Supported Odoo versions & platforms
Odoo.sh
Self Hosted
Enterprise
Community
Odoo Online

Works & tested on standard installations of Odoo with no third party apps

Free support only for odoo installations with no third party apps

Paid support availaible for Odoo installations with third party apps.

Our Service Offerings

Odoo Dedicated Resources
Odoo Success Packs
Odoo Turnkey Projects
To connect with us: support@pragtech.co.in

Overview

Our pragmatic Loan Management Module is a comprehensive application designed to streamline and automate the process of loan requests within organizations.
The product aims where Employees can effortlessly submit loan requests through the platform, specifying the desired loan amount and type.
The system incorporates a multi-level approval workflow to ensure transparency and compliance. Loan requests first undergo scrutiny by the HR department, followed by approval from the employee's designated manager, and finally loan disbursed by the finance team

Roles

Employee Loan Requestor
HR Manager
Project Manager
Finance Manager

Key Features and Application Designs

Loan Type Configuration


Automated Calculation and Installment Generations


On selecting the loan type and Loan Amount the Loan calculations will be automated.

Once the Compute button is clicked Installments Line will be generated.

Loan Request Submission


Employees create a loan request and send it for approval to HR.

Multi-Level Approval Workflow


1. HR Department Approval

2. Manager Approval

3. Finance Department Approval

Once The Financial Department Approves the Loan , Loan status will be moved to Loan confirmed state and loan can be disbursed by the financial team by clicking the disburse button.

  • Once the Loan is Disbursed,the invoice will be created against the employee.
  • The Financial Department is able to view Register payment Option for each Installments.

Flexible Payments


The module supports installment-based plans, enabling employees to repay their loans gradually over time through periodic installments.

Once Payment is done ,Status updation and paid amount and remaining balance is updated automatically.

Loan Report


On submitting a report is generated in a tree view and also includes an option to print pdf and excel report from the view.

Help Support Covid Relief

Pragmatic has always been contributing itswarsa social causes by exercising its Corporate Social Responsibility. We are pledged to COVID relief and have been donating a major share of our profits to COVID Pandemic Relief. By purchasing our apps and services you are becoming a part of helping the needy in these critical times. If you want to help further please connect with us and we will help you find NGOs whom you can donate directly.

Contact / Support

(Monday-Friday 10am to 7pm IST)

Pragmatic Techsoft Pvt. Ltd.

Pragmatic is a global open source enterprise software development, consulting and products company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.

We are a dynamic and fast growing company committed towards creating value for our customers. Located in Pune, India the educational and IT hub of western India, we take pride in delivering rapid, customized open source enterprise applications following agile and lean software methods. Whether you are developing an application from scratch, working on an existing application or porting your application to a new platform or framework, we can meet your business needs.

If you need any help or want more additional features, you may contact us through:

www.pragtech.co.in

Our solutions focus on your problems

  • Odoo Implementation
  • Odoo Customization
  • ERP Development and Implementation
  • Odoo Ipass Cloud
  • AI for Odoo
  • Odoo Apps
  • Aws Marketplace Products
  • Business Engines

Get In Touch

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.

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