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< div class = "document" id = "account-loan-management" >
< h1 class = "title" > Account Loan management< / h1 >
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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< p > < a class = "reference external image-reference" href = "https://odoo-community.org/page/development-status" > < img alt = "Beta" src = "https://img.shields.io/badge/maturity-Beta-yellow.png" / > < / a > < a class = "reference external image-reference" href = "http://www.gnu.org/licenses/agpl-3.0-standalone.html" > < img alt = "License: AGPL-3" src = "https://img.shields.io/badge/licence-AGPL--3-blue.png" / > < / a > < a class = "reference external image-reference" href = "https://github.com/OCA/account-financial-tools/tree/16.0/account_loan" > < img alt = "OCA/account-financial-tools" src = "https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github" / > < / a > < a class = "reference external image-reference" href = "https://translation.odoo-community.org/projects/account-financial-tools-16-0/account-financial-tools-16-0-account_loan" > < img alt = "Translate me on Weblate" src = "https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" / > < / a > < a class = "reference external image-reference" href = "https://runboat.odoo-community.org/builds?repo=OCA/account-financial-tools&target_branch=16.0" > < img alt = "Try me on Runboat" src = "https://img.shields.io/badge/runboat-Try%20me-875A7B.png" / > < / a > < / p >
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< p > This module extends the functionality of accounting to support loans.
It will create automatically moves or invoices for loans.
Moreover, you can check the pending amount to be paid and reduce the debt.< / p >
< p > It currently supports two kinds of debts:< / p >
< ul class = "simple" >
< li > < dl class = "first docutils" >
< dt > Loans: a standard debt with banks, that only creates account moves.< / dt >
< dd > Loan types info:
< a class = "reference external" href = "https://en.wikipedia.org/wiki/Annual_percentage_rate" > APR< / a > ,
< a class = "reference external" href = "https://en.wikipedia.org/wiki/Effective_interest_rate" > EAR< / a > ,
< a class = "reference external" href = "https://en.wikipedia.org/wiki/Real_interest_rate" > Real Rate< / a > .< / dd >
< / dl >
< / li >
< li > Leases: a debt with a bank where purchase invoices are necessary< / li >
< / ul >
< p > < strong > Table of contents< / strong > < / p >
< div class = "contents local topic" id = "contents" >
< ul class = "simple" >
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< li > < a class = "reference internal" href = "#usage" id = "toc-entry-1" > Usage< / a > < / li >
< li > < a class = "reference internal" href = "#changelog" id = "toc-entry-2" > Changelog< / a > < ul >
< li > < a class = "reference internal" href = "#section-1" id = "toc-entry-3" > 16.0.1.0.0< / a > < / li >
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< / ul >
< / li >
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< li > < a class = "reference internal" href = "#bug-tracker" id = "toc-entry-4" > Bug Tracker< / a > < / li >
< li > < a class = "reference internal" href = "#credits" id = "toc-entry-5" > Credits< / a > < ul >
< li > < a class = "reference internal" href = "#authors" id = "toc-entry-6" > Authors< / a > < / li >
< li > < a class = "reference internal" href = "#contributors" id = "toc-entry-7" > Contributors< / a > < / li >
< li > < a class = "reference internal" href = "#maintainers" id = "toc-entry-8" > Maintainers< / a > < / li >
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< / ul >
< / li >
< / ul >
< / div >
< div class = "section" id = "usage" >
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< h1 > < a class = "toc-backref" href = "#toc-entry-1" > Usage< / a > < / h1 >
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< p > To use this module, you need to:< / p >
< ol class = "arabic simple" >
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< li > Go to < cite > Invoicing / Accounting > Accounting > Loans< / cite > < / li >
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< li > Configure a loan selecting the company, loan type, amount, rate and accounts< / li >
< li > Post the loan, it will automatically create an account move with the
expected amounts< / li >
< li > Create automatically the account moves / invoices related to loans and
leases before a selected date< / li >
< / ol >
< p > On a posted loan you can:< / p >
< ul class = "simple" >
< li > Create moves or invoices (according to the configuration)< / li >
< li > Modify rates when needed (only unposted lines will be modified)< / li >
< li > Reduce or cancel the debt of a loan / lease< / li >
< / ul >
< a class = "reference external image-reference" href = "https://runbot.odoo-community.org/runbot/92/12.0" > < img alt = "Try me on Runbot" src = "https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas" / > < / a >
< / div >
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< div class = "section" id = "changelog" >
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< h1 > < a class = "toc-backref" href = "#toc-entry-2" > Changelog< / a > < / h1 >
< div class = "section" id = "section-1" >
< h2 > < a class = "toc-backref" href = "#toc-entry-3" > 16.0.1.0.0< / a > < / h2 >
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< p > Due to the changes on 16, we will generate two moves on leasings, one for the invoice, and another one for the change from long to short term.< / p >
< / div >
< / div >
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< div class = "section" id = "bug-tracker" >
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< h1 > < a class = "toc-backref" href = "#toc-entry-4" > Bug Tracker< / a > < / h1 >
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< p > Bugs are tracked on < a class = "reference external" href = "https://github.com/OCA/account-financial-tools/issues" > GitHub Issues< / a > .
In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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< a class = "reference external" href = "https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_loan%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**" > feedback< / a > .< / p >
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< p > Do not contact contributors directly about support or help with technical issues.< / p >
< / div >
< div class = "section" id = "credits" >
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< h1 > < a class = "toc-backref" href = "#toc-entry-5" > Credits< / a > < / h1 >
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< div class = "section" id = "authors" >
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< h2 > < a class = "toc-backref" href = "#toc-entry-6" > Authors< / a > < / h2 >
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< ul class = "simple" >
< li > Creu Blanca< / li >
< / ul >
< / div >
< div class = "section" id = "contributors" >
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< h2 > < a class = "toc-backref" href = "#toc-entry-7" > Contributors< / a > < / h2 >
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< ul class = "simple" >
< li > Enric Tobella < < a class = "reference external" href = "mailto:etobella@creublanca.es" > etobella@ creublanca.es< / a > > < / li >
< li > Bhavesh Odedra < < a class = "reference external" href = "mailto:bodedra@opensourceintegrators.com" > bodedra@ opensourceintegrators.com< / a > > < / li >
< li > Alberto Martín Cortada < < a class = "reference external" href = "mailto:alberto.martin@guadaltech.es" > alberto.martin@ guadaltech.es< / a > > < / li >
< / ul >
< / div >
< div class = "section" id = "maintainers" >
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< h2 > < a class = "toc-backref" href = "#toc-entry-8" > Maintainers< / a > < / h2 >
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< p > This module is maintained by the OCA.< / p >
< a class = "reference external image-reference" href = "https://odoo-community.org" > < img alt = "Odoo Community Association" src = "https://odoo-community.org/logo.png" / > < / a >
< p > OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.< / p >
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< p > Current < a class = "reference external" href = "https://odoo-community.org/page/maintainer-role" > maintainer< / a > :< / p >
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< p > < a class = "reference external image-reference" href = "https://github.com/etobella" > < img alt = "etobella" src = "https://github.com/etobella.png?size=40px" / > < / a > < / p >
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< p > This module is part of the < a class = "reference external" href = "https://github.com/OCA/account-financial-tools/tree/16.0/account_loan" > OCA/account-financial-tools< / a > project on GitHub.< / p >
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< p > You are welcome to contribute. To learn how please visit < a class = "reference external" href = "https://odoo-community.org/page/Contribute" > https://odoo-community.org/page/Contribute< / a > .< / p >
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