Employee Loan Management

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 the Odoo backend and allow the Loan Department (Loan Officer / Loan Manager) to view all the loan requests from employees and approve/reject them. 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 users 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 policies under configuration.
• Repayment of loan installment by Cash / Bank method is only available in the app.
• Loan disbursement using the Cash / Bank method is 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 generates Loan Installments, Booking Interest, and Booking entry for repayment method = Cash / Bank Journals.
• For more details please see the 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 a repayment method also on loan type then you can check the app and buy it separatelyhttps://apps.odoo.com/apps/modules/17.0/employee_loan_payroll_enterprise/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