Odoo Customer and Supplier Loan(s) Management

This module allow to manage loan of your Customers/Suppliers/Partners.

 

Main Features:

- Allowed Loan Manager to add Loan Proofs/Required Documents List.

- Allowed Loan Manager to add Loan Types.

- Allowed Loan Manager to add Loan Policies.

- Allowed Loan User and Manager to create Loan Request.

- Allowed Loan Manager to Approve Loan Request.- Unique Sequence for Loan Request.

- Allowed Accountant to Loan Disburse.- Create Disburse Accounting Journal Entry.

- Create Interest Receivable on Loan Accounting Journal Entry.- Allowed Accountant to Receive Loan Installments.

- Book Interest for Installment Accounting Entry.- Pay Installment Accounting Journal Entry.

- It will Create Interest on Loan Journal Entry and Loan Installment Accounting Entry.

- Allowed you to Print Loan Report.

- Allowed your Customers to see their Loans in Portal

- My Account Page.

Highlighted Steps:

Loan Request:

Create Loan Request->Apply Loan Request->Approve Loan Request->Compute Loan Installment->Disburse Loan->

Loan Installments:

Confirm Loan Installments -> Book Interest -> Pay

Menus:

• Loans
  • Loans
    • Loan Requests
    • Loan Requests to Approve
    • Loan Installments
  • Accounting
    • Loans to Disburse
  • Configuration
    • Loan Proofs
    • Loan Types
    • Loan Policies

• Invoicing
  • Loans
    • Loan Requests
    • Loan Installments
    • 
      

    
    

  
  

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