Loan Management System - Employee & Partner Loans
by Cerevantix Technologies https://cerevantix.com$ 89.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Invoicing (account) |
| Lines of code | 1388 |
| Technical Name |
cerevantix_loan_management_system |
| License | OPL-1 |
| Website | https://cerevantix.com |
| Versions | 17.0 18.0 19.0 |
Loan management for every borrower
Run employee loans, salary advances, and customer or supplier commercial loans from one approval queue, with automatic EMI schedules and real accounting entries, built natively on Odoo.
Employee loan management and commercial loan management usually mean two different apps, or a spreadsheet bolted onto payroll. HR cannot see who owes what against their salary, finance cannot see partner exposure next to the general ledger, and EMI math gets recalculated by hand every time a request changes.
One loan request model for employees and commercial partners alike, with eligibility checked before submission, EMI schedules generated automatically on approval, and every disbursement or repayment posted as a real Odoo Accounting journal entry.
Everything a lending desk needs
Every capability below is implemented in the module.
Configurable Loan & Advance Types
Define loan and salary advance types with their own interest method — interest-free, flat/simple, or reducing-balance EMI — plus tenure and amount limits per type.
One Workflow, Every Borrower
Employee loans, salary advances, and customer or supplier commercial loans share the same request form and approval queue, instead of living in separate apps.
Multi-Level Approval
Requests move from manager approval to HR or finance approval with a clear status bar, a dedicated "Loans to Approve" queue, and full chatter audit trail.
Automatic EMI Scheduling
On approval, the module generates the full installment schedule automatically, splitting principal and interest per month for flat and reducing-balance loans.
Eligibility Guardrails
Maximum amount, percentage of salary, minimum tenure, and a company-wide exposure limit are all checked before submission, with a clear "Not Eligible" warning on the form.
Automatic Accounting Entries
Disbursement and repayment each post a real Odoo Accounting journal entry against a configurable journal and loan receivable account.
Manual & Payroll Repayments
Record off-cycle cash or bank repayments, or flag installments to recover via payroll deduction, with each payment auto-allocated to the oldest open installments.
Skip & Defer Installments
Borrowers can request to skip an installment for exceptional circumstances, subject to approval, without breaking the rest of the repayment schedule.
Borrower Dashboards & Reporting
A "Loans" stat button on every employee and partner shows count and outstanding balance at a glance, alongside pivot reporting and an overdue installments list.
How it works
Configure Types & Limits
Set up loan and advance types, interest methods, and company-wide exposure limits.
Submit & Approve
A request is checked for eligibility, then routed through manager and HR/finance approval.
Disburse & Schedule
The EMI schedule is generated and a disbursement journal entry is posted automatically.
Repay & Close
Manual or payroll repayments post repayment entries, and the loan closes automatically once fully repaid.
See it in action
Real screens from the module, captured on Odoo 18.
Every loan and advance request, employee and commercial alike, in one list.
A kanban view groups every request by its current workflow state.
Eligibility is checked before submission — here a missing document blocks the request with a clear warning.
A dedicated queue lists every request awaiting manager or final approval.
Approving a request generates the full reducing-balance EMI schedule automatically.
An ongoing loan showing paid, overdue, and skip-requested installments side by side.
The same disbursement flow serves a commercial loan issued to a customer or supplier.
A dedicated view surfaces every overdue installment across all loans.
Repayments recorded manually or flagged as payroll deductions, each posted and reconciled.
Pivot reporting breaks down principal and amount due by loan type and state.
Three loan types configured: interest-free advance, reducing-balance personal loan, and flat-rate commercial loan.
Company-wide exposure limits are configured from a dedicated settings screen.
A "Loans" stat button appears directly on the employee record.
The same stat button appears on customer and supplier partner records.
Frequently asked
Does this handle both employee loans and commercial loans?
Yes. A single loan request model serves employees (loans and salary advances) and customers or suppliers (commercial loans), each with its own borrower field, loan type, and eligibility rules, in one approval queue.
Does it post real accounting entries?
Yes. Disbursement and every repayment post standard Odoo Accounting journal entries against the journal and loan receivable account configured on the request, so balances stay accurate without manual entries.
Can a request be rejected before it even reaches an approver?
Submission is blocked automatically if the amount exceeds the loan type’s maximum, the tenure is out of range, the employee’s salary percentage limit or the company’s exposure limit would be exceeded, or a required document is missing — the borrower sees exactly why before wasting an approver’s time.
Do I need the Odoo Payroll app?
No. The module runs on Odoo Community with just the Employees, Accounting, Discuss, and Portal apps. Installments can still be flagged for payroll deduction and recorded as payroll repayments without requiring a separate Payroll app.
Get in Touch
Have questions or need customization? Every purchase includes 30 days of free support — we are here to help.
Visit Our Website
www.cerevantix.comExplore our apps, services, and portfolio.
Empowering growth through technology.
One workspace for employee loans, salary advances, and commercial partner loans, built natively on Odoo.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Invoicing (account) |
| Lines of code | 1388 |
| Technical Name |
cerevantix_loan_management_system |
| License | OPL-1 |
| Website | https://cerevantix.com |
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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