470 lines
15 KiB
HTML
470 lines
15 KiB
HTML
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</head>
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<body>
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<div class="document" id="account-loan-management">
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<h1 class="title">Account Loan management</h1>
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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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!! source digest: sha256:d328e0b64e0fbd4fda40de7f5439428e12e5996deb3c3da36968ce41b39d38cf
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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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.
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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.</p>
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<p>It currently supports two kinds of debts:</p>
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<ul class="simple">
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<li><dl class="first docutils">
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<dt>Loans: a standard debt with banks, that only creates account moves.</dt>
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<dd>Loan types info:
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<a class="reference external" href="https://en.wikipedia.org/wiki/Annual_percentage_rate">APR</a>,
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<a class="reference external" href="https://en.wikipedia.org/wiki/Effective_interest_rate">EAR</a>,
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<a class="reference external" href="https://en.wikipedia.org/wiki/Real_interest_rate">Real Rate</a>.</dd>
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</dl>
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</li>
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<li>Leases: a debt with a bank where purchase invoices are necessary</li>
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</ul>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#usage" id="toc-entry-1">Usage</a></li>
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<li><a class="reference internal" href="#changelog" id="toc-entry-2">Changelog</a><ul>
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<li><a class="reference internal" href="#section-1" id="toc-entry-3">16.0.1.0.0</a></li>
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</ul>
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</li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-4">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-5">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="toc-entry-6">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-7">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-8">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<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>
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<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>
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<li>Post the loan, it will automatically create an account move with the
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expected amounts</li>
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<li>Create automatically the account moves / invoices related to loans and
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leases before a selected date</li>
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</ol>
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<p>On a posted loan you can:</p>
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<ul class="simple">
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<li>Create moves or invoices (according to the configuration)</li>
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<li>Modify rates when needed (only unposted lines will be modified)</li>
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<li>Reduce or cancel the debt of a loan / lease</li>
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</ul>
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<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>
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</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>
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<div class="section" id="section-1">
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<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>
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</div>
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</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>.
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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 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>
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</div>
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<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">
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<li>Creu Blanca</li>
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</ul>
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</div>
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<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">
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<li>Enric Tobella <<a class="reference external" href="mailto:etobella@creublanca.es">etobella@creublanca.es</a>></li>
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<li>Bhavesh Odedra <<a class="reference external" href="mailto:bodedra@opensourceintegrators.com">bodedra@opensourceintegrators.com</a>></li>
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<li>Alberto Martín Cortada <<a class="reference external" href="mailto:alberto.martin@guadaltech.es">alberto.martin@guadaltech.es</a>></li>
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</ul>
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</div>
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<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>
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<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
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<p>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.</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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