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Employee Loan Request Approval

by
Odoo

55.01

v 18.0 Third Party
This module requires Odoo Enterprise Edition.
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Approvals (approvals)
Invoicing (account)
Discuss (mail)
Employees (hr)
Payroll (hr_payroll)
Employee Contracts (hr_contract)
Lines of code 275
Technical Name wm_employee_loan_approval
LicenseOPL-1
Websitehttps://wamodoo.com
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Approvals (approvals)
Invoicing (account)
Discuss (mail)
Employees (hr)
Payroll (hr_payroll)
Employee Contracts (hr_contract)
Lines of code 275
Technical Name wm_employee_loan_approval
LicenseOPL-1
Websitehttps://wamodoo.com
Enterprise Odoo.sh On-Promise

Employee Loan Request Approval

Overview

The Employee Loan Request Approval app simplifies the management of loan requests within an organization. It integrates with HR and accounting modules to automate related tasks.

Features
  • Create and manage loan requests
  • Automate salary attachments creation for loan requests
  • Generate and post journal entries for loan requests
  • Track the status of approval requests
  • Integrate with HR and accounting modules
  • How it works?

    Loan Request Approval Type Configuration

    After installing this app, configure the loan journal, loan account and salary attachments in the Approval type.

    Go to Approval App -> Configuration -> Approval Types, then open the loan request and configure the Loan Request and loan account (Debit Account) and approves.

    Loan Request Creation

    From Approval dashboard, From Loan Request card, click on New Request Button

    Fill the loan request and then submit it for approval and the approver will be notified by Activity

    Loan Request Approval

    One the approver get the notification, he can Approve/Refuse the request.

    If the request is approved and there is no more approval and request status changed to Approved, Accounting user can select the bank/cash account (Credit Account) and click on Create Journal Entry/Salary Attachment button.

    Journal Entry will be created and posted and Salary Attachment will be created for the loan request.

    Journal Entry

    Salary Attachment

    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.
    
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    THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
    IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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    IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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