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Loan Management | How to Manage Loans in Odoo 18

Learn how to manage loans effortlessly in Odoo 18. When a loan is credited to your bank account, it’s automatically transferred to a long-term account. Upon validation, Odoo creates all necessary journal entries, offering a complete view of upcoming due dates. The process automates the reclassification of principal amounts between long-term and short-term accounts. For each line in the amortization schedule, Odoo generates: A payment entry that debits the principal from the long-term account, debits interest from the expense account, and credits the payment amount to the short-term account. A reclassification entry to transfer the next 12 months' principal from the long-term to the short-term account, followed by a reversed entry on the next day. This mechanism ensures the short-term account remains accurate each month. Additionally, loans can be closed automatically after the last payment or manually. The Loans Analysis report provides a pivot view, detailing the principal, interest, and total payments for ongoing loans.