odoo-addon-account-loan


Nameodoo-addon-account-loan JSON
Version 16.0.1.0.4.3 PyPI version JSON
download
home_pagehttps://github.com/OCA/account-financial-tools
SummaryAccount Loan management
upload_time2024-03-29 02:45:27
maintainerNone
docs_urlNone
authorCreu Blanca,Odoo Community Association (OCA)
requires_python>=3.10
licenseAGPL-3
keywords
VCS
bugtrack_url
requirements No requirements were recorded.
Travis-CI No Travis.
coveralls test coverage No coveralls.
            =======================
Account Loan management
=======================

.. 
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    :target: https://github.com/OCA/account-financial-tools/tree/16.0/account_loan
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    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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|badge1| |badge2| |badge3| |badge4| |badge5|

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.

It currently supports two kinds of debts:

* Loans: a standard debt with banks, that only creates account moves.
   Loan types info:
   `APR <https://en.wikipedia.org/wiki/Annual_percentage_rate>`_,
   `EAR <https://en.wikipedia.org/wiki/Effective_interest_rate>`_,
   `Real Rate <https://en.wikipedia.org/wiki/Real_interest_rate>`_.
* Leases: a debt with a bank where purchase invoices are necessary

**Table of contents**

.. contents::
   :local:

Usage
=====

To use this module, you need to:

#. Go to `Invoicing / Accounting > Accounting > Loans`
#. Configure a loan selecting the company, loan type, amount, rate and accounts
#. Post the loan, it will automatically create an account move with the
   expected amounts
#. Create automatically the account moves / invoices related to loans and
   leases before a selected date

On a posted loan you can:

* Create moves or invoices (according to the configuration)
* Modify rates when needed (only unposted lines will be modified)
* Reduce or cancel the debt of a loan / lease

.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
   :alt: Try me on Runbot
   :target: https://runbot.odoo-community.org/runbot/92/12.0

Changelog
=========

16.0.1.0.0
~~~~~~~~~~

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.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <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**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Creu Blanca

Contributors
~~~~~~~~~~~~

* Enric Tobella <etobella@creublanca.es>
* Bhavesh Odedra <bodedra@opensourceintegrators.com>
* Alberto Martín Cortada <alberto.martin@guadaltech.es>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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.

.. |maintainer-etobella| image:: https://github.com/etobella.png?size=40px
    :target: https://github.com/etobella
    :alt: etobella

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-etobella| 

This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/16.0/account_loan>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.



            

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    "description": "=======================\nAccount Loan management\n=======================\n\n.. \n   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n   !! This file is generated by oca-gen-addon-readme !!\n   !! changes will be overwritten.                   !!\n   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n   !! source digest: sha256:d328e0b64e0fbd4fda40de7f5439428e12e5996deb3c3da36968ce41b39d38cf\n   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png\n    :target: https://odoo-community.org/page/development-status\n    :alt: Beta\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n    :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github\n    :target: https://github.com/OCA/account-financial-tools/tree/16.0/account_loan\n    :alt: OCA/account-financial-tools\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n    :target: https://translation.odoo-community.org/projects/account-financial-tools-16-0/account-financial-tools-16-0-account_loan\n    :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png\n    :target: https://runboat.odoo-community.org/builds?repo=OCA/account-financial-tools&target_branch=16.0\n    :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nThis module extends the functionality of accounting to support loans.\nIt will create automatically moves or invoices for loans.\nMoreover, you can check the pending amount to be paid and reduce the debt.\n\nIt currently supports two kinds of debts:\n\n* Loans: a standard debt with banks, that only creates account moves.\n   Loan types info:\n   `APR <https://en.wikipedia.org/wiki/Annual_percentage_rate>`_,\n   `EAR <https://en.wikipedia.org/wiki/Effective_interest_rate>`_,\n   `Real Rate <https://en.wikipedia.org/wiki/Real_interest_rate>`_.\n* Leases: a debt with a bank where purchase invoices are necessary\n\n**Table of contents**\n\n.. contents::\n   :local:\n\nUsage\n=====\n\nTo use this module, you need to:\n\n#. Go to `Invoicing / Accounting > Accounting > Loans`\n#. Configure a loan selecting the company, loan type, amount, rate and accounts\n#. Post the loan, it will automatically create an account move with the\n   expected amounts\n#. Create automatically the account moves / invoices related to loans and\n   leases before a selected date\n\nOn a posted loan you can:\n\n* Create moves or invoices (according to the configuration)\n* Modify rates when needed (only unposted lines will be modified)\n* Reduce or cancel the debt of a loan / lease\n\n.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas\n   :alt: Try me on Runbot\n   :target: https://runbot.odoo-community.org/runbot/92/12.0\n\nChangelog\n=========\n\n16.0.1.0.0\n~~~~~~~~~~\n\nDue 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.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`feedback <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**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n~~~~~~~\n\n* Creu Blanca\n\nContributors\n~~~~~~~~~~~~\n\n* Enric Tobella <etobella@creublanca.es>\n* Bhavesh Odedra <bodedra@opensourceintegrators.com>\n* Alberto Mart\u00edn Cortada <alberto.martin@guadaltech.es>\n\nMaintainers\n~~~~~~~~~~~\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n   :alt: Odoo Community Association\n   :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\n.. |maintainer-etobella| image:: https://github.com/etobella.png?size=40px\n    :target: https://github.com/etobella\n    :alt: etobella\n\nCurrent `maintainer <https://odoo-community.org/page/maintainer-role>`__:\n\n|maintainer-etobella| \n\nThis module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/16.0/account_loan>`_ project on GitHub.\n\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n\n\n",
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