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4.0 KiB
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109 lines
4.0 KiB
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=======================
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Account Loan management
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=======================
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github
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:target: https://github.com/OCA/account-financial-tools/tree/14.0/account_loan
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:alt: OCA/account-financial-tools
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/account-financial-tools-14-0/account-financial-tools-14-0-account_loan
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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:target: https://runbot.odoo-community.org/runbot/92/14.0
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:alt: Try me on Runbot
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module extends the functionality of accounting to support loans.
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It will create automatically moves or invoices for loans.
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Moreover, you can check the pending amount to be paid and reduce the debt.
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It currently supports two kinds of debts:
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* Loans: a standard debt with banks, that only creates account moves.
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Loan types info:
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`APR <https://en.wikipedia.org/wiki/Annual_percentage_rate>`_,
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`EAR <https://en.wikipedia.org/wiki/Effective_interest_rate>`_,
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`Real Rate <https://en.wikipedia.org/wiki/Real_interest_rate>`_.
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* Leases: a debt with a bank where purchase invoices are necessary
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**Table of contents**
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.. contents::
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:local:
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Usage
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=====
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To use this module, you need to:
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#. Go to `Invoicing / Accounting > Adviser > Loans`
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#. Configure a loan selecting the company, loan type, amount, rate and accounts
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#. Post the loan, it will automatically create an account move with the
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expected amounts
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#. Create automatically the account moves / invoices related to loans and
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leases before a selected date
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On a posted loan you can:
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* Create moves or invoices (according to the configuration)
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* Modify rates when needed (only unposted lines will be modified)
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* Reduce or cancel the debt of a loan / lease
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.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
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:alt: Try me on Runbot
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:target: https://runbot.odoo-community.org/runbot/92/12.0
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/issues>`_.
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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 smashing it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_loan%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Creu Blanca
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Contributors
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~~~~~~~~~~~~
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* Enric Tobella <etobella@creublanca.es>
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* Bhavesh Odedra <bodedra@opensourceintegrators.com>
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* Alberto Martín Cortada <alberto.martin@guadaltech.es>
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/14.0/account_loan>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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