Key Features
Advance Salary & Loan Requests: Support for both types of financial assistance.
Multi-Level Approval: Configurable review and approval workflow.
Configurable States: Customize loan and advance status tracking.
Installment Handling: Automatic and manual installment creation.
Manual Repayment Tracking: Mark installments as paid or cancelled.
Payroll & Accounting Integration: Seamless financial tracking.
Email Notifications: Automatic alerts at each stage of the process.
User-Friendly Interface: Intuitive design for employees and HR.
Powerful Reporting: Comprehensive views including pivot, list, and graph.
Simple Configuration: Easy setup for loan disbursement accounts.
Description
Managing employee loans and salary advances manually often results in inefficiencies, errors, and compliance risks. This module for Odoo offers a comprehensive solution to manage the entire loan lifecycle. It simplifies approval workflows, automates installment tracking, and integrates directly with payroll, ensuring transparency, accuracy, and efficiency.
Screenshots
01 Loan Bill Account Configuration
02 Advance Salary Request Form
03 Approved & Running State
04 Add Manual Installment
05 Manual Installment Control
06 Auto Completion
| Versions | 18.0, 20.0 |