Loan Management Overview¶

Viindoo Loan Management is an effective application to manage the loan process for your business.

This article will give you an overview of the Loan Management app in Viindoo system:

Main features;
Installation;
Users Access rights.

Requirements

This tutorial requires the installation of the following applications/modules:

Loan Management

Main features¶

Borrowing Loan Contracts Management:
- Borrowing Loan Disbursements: Automatic Planning and Tracking;
- Borrowing Loan Refunds: Automatic Planning and Tracking;
- Borrowing Loan Interests: Forecast and tracking.
Lending Loan Contracts Management:
- Lending Loan Disbursements: Automatic Planning and Tracking;
- Lending Loan Refunds: Automatic Planning and Tracking;
- Lending Loan Interests: Forecast and tracking.
Automatic Loan Interest computation which supports both fixed interest rate and floating interest rate.
Fully integrated with Accounting:
- Auto journal entries encoding for loan disbusements;
- Auto journal entries encoding for loan principal refunds;
- Invoicing/billing multiple loan interests with one click;
- Pay loan interests to the borrowers and reconcile with loan interest bills;
- Get paid for loan interest from lenders and reconcile with loan interest invoices.
Fully integrated with Analytics Accounting:
- Auto analytics entries that also link to general accounting journal items;
- Analytics tags support.
Rich reports to help you get full insight of your loan activities and transactions.
Mutli Company Support.

Installation¶

Navigate to Viindoo Apps.
On the search bar, type the keyword Loan Management.
Click on Activate button.

The icon of the Loan Management app will appear on the main menu.

Loan Management app is available to use App dashboard

Users Access Rights¶

Navigate to Settings > Users & Companies > Users, and then select the user account that needs to be configured and proceed with setting permissions.

Here, scroll to Loan Management and select the access right you want to give to this user:

Blank: the user does not have permission to access the app.
User: the user has permission to access all loan management operations.
Administrator: the user has full access to configure and analyze the report Loan Management application.