Employee Loan Pro — Payroll Deduction & Live Dashboard
by NeuralBytea https://www.neuralbytea.com$ 49.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Invoicing (account) • Payroll (hr_payroll) • Employee Contracts (hr_contract) |
| Lines of code | 2766 |
| Technical Name |
employee_loan_management_enterprise |
| License | LGPL-3 |
| Website | https://www.neuralbytea.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Invoicing (account) • Payroll (hr_payroll) • Employee Contracts (hr_contract) |
| Lines of code | 2766 |
| Technical Name |
employee_loan_management_enterprise |
| License | LGPL-3 |
| Website | https://www.neuralbytea.com |
Employee Loan Pro
Payroll Deduction & Live Dashboard + Employee Self-Service Portal
Zero-touch loan deductions â approve once, the payslip handles the rest.
NeuralBytea - Innovating Business Solutions
Overview
An all-in-one, data-driven solution for managing employee loans and advances in Odoo 18. Every loan type is a configurable record whose one-click buttons provision its accounting, salary rule, payslip input, menu and number sequence. Approved-loan installments are injected straight onto the payslip and deducted automatically, and each installment is reconciled and marked paid once its salary journal entry is posted. A built-in Owl dashboard turns all of it into live KPIs, trends and recovery analytics.
Live Analytics Dashboard
KPIs for disbursed, recovered, outstanding, recovery rate, active loans and overdue installments â each with record counts and click-through â plus state cards and adaptive disbursement-vs-recovery trend charts over your selected period.
State & Installment Breakdown
A loan-state distribution donut, installment payment status (paid vs overdue vs upcoming), and a scheduled / received / due breakdown of installment amounts by month â all with bar/line toggles.
Loan Request Trends & Recovery by Type
Track monthly loan requests per loan type and compare recovery progress and rate across every loan type at a glance.
Department Exposure & Recovery Health
See outstanding balance by department and a recovery-health panel â average installments per loan, average loan amount, on-time payment rate, loans fully cleared, pending approvals and this month's disbursements.
One-Click Loan Type Provisioning
Each loan type is a single configurable record. Its Configure in Account, Configure in Salary Rules, Configure Menu and Configure Sequence buttons provision every record that type needs â the loan type's uppercase code ties the salary rule, payslip input and sequence together.
Per-Company Account Configuration
Map each loan type to its journal and debit/credit accounts per company, so loan approval posts the right journal entry automatically.
Loan Requests & Approval
Capture requests numbered from the loan type's sequence, route them Draft â Submitted â Approved, and on approval generate both the installment schedule and the disbursement journal entry from the account configuration.
Payroll-Linked Installment Tracking
Installments are injected onto the payslip from the loan type's code and deducted by the matching salary rule. Each installment tracks its payslip reference, journal entry, entry status and payment status, and is marked paid once its salary entry is posted.
Employee Self-Service Portal
Employees view and verify their own loans straight from the website portal â no backend access required. The My Loans page shows running and historical loans as cards with status, repayment progress and the next instalment due, plus running totals (borrowed, repaid, outstanding) and two quick views â this month's and due instalments.
Each loan opens a detail page with loan facts, a repayment progress bar and the full instalment schedule â every instalment marked Paid, Overdue or Upcoming with its payslip reference. Read-only and scoped to the logged-in employee.
The This Month's and Due cards open focused instalment lists â across every loan â so an employee instantly sees what is being deducted now and what is overdue, with a tab to switch between the two and a link straight to each loan.
Easy to Install
Install Loan Management directly from the Odoo Apps menu â then create your loan types and hit the configure buttons.
Key Features
One-Click Provisioning
Each loan type provisions its own account configuration, salary rule, payslip input, menu and sequence â idempotent and removable.
Automatic Payroll Deduction
Approved installments are injected onto the payslip from the loan type's code and deducted by the matching salary rule.
Accounting Built In
Loan approval posts the disbursement journal entry, and installments are marked paid once their salary entry is posted.
Live Owl Dashboard
KPIs, state cards, adaptive trend charts, recovery-by-type, department exposure and installment analysis with persistent filters and click-through.
Employee Self-Service Portal
Employees check their own loans, repayment progress, this-month and due instalments, and the full schedule from the website portal â read-only and self-scoped.
Flexible Rescheduling
Recompute the unpaid installments at any time with a new instalment count and start date, leaving already-paid instalments untouched.
Requirements
Built for Odoo 18 Enterprise. Depends on hr,
account, hr_payroll, hr_payroll_account,
mail and portal. No external Python libraries required.
NeuralBytea - Innovating Business Solutions
For feature requests, customizations or support, our team is always ready to assist you.
Visit www.neuralbytea.com to learn more.
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