Produktdetails werden auf Englisch angezeigt. Übersetzungen folgen in Kürze.
Kurze Fakten
- Preis
- $249.00 USD
- ERPNext-Versionen
- —
- Rüstzeit
- 30 Min
- Lizenz
- Einmalig und unbefristet
- Sprachen
- 11 Sprachen
Einmalkauf
Employee Loans & Salary Advances
A build-to-order ERPNext app for staff loans and salary advances, with configurable EMI schedules that auto-deduct through payroll and a live outstanding-balance ledger per employee. ECOSIRE scopes, builds, installs and supports it for you.
$249.00USD
Keine Zahlung jetzt. Dies sendet eine Angebotsanfrage an unser Team – wir melden uns per E-Mail mit Preisen und nächsten Schritten.
Hauptfunktionen
Submittable `Employee Loan`/`Salary Advance` DocType with a Frappe Workflow (Draft → Applied → Approved → Disbursed → Closed) and role-based approval hierarchy
Configurable EMI / installment schedule generation with a child `Loan Installment` table showing per-period principal, interest and running balance
Automatic salary-slip recovery via a Salary Component formula or a `Salary Slip` doc-event hook that posts the deduction and decrements the outstanding balance
Flat-rate and reducing-balance interest calculation, chosen per loan product or per application
Prepayment and lump-sum early settlement that re-amortises the remaining schedule and auto-closes the loan when the balance reaches zero
Per-employee outstanding-balance ledger and printable loan statement, plus a finance portfolio report (disbursed, recovered-to-date, remaining exposure)
Disbursement and approval posting wired through `on_submit` / `on_update_after_submit` server-side doc events for a clean audit trail
`scheduler_events` daily cron in `hooks.py` to refresh overdue, due-this-period and closing states
Eligibility rules enforced server-side — salary multiple caps, max concurrent loans, minimum tenure — validated on submit
Whitelisted REST API methods for apply, approve and balance enquiry so an ESS portal or mobile app can drive the same logic
Client script on the loan form for a live schedule preview that recalculates as amount, tenure or rate change
GL integration that books disbursement and each recovery against the loan and salary payable accounts you nominate
Mid-schedule handling for leavers: settle-on-final-payslip logic and remaining-balance carry to full-and-final
Configurable notifications (application submitted, approved, installment deducted, loan closed) via Frappe Notification / email
Über dieses Produkt
Most HR and finance teams that offer staff loans or salary advances on ERPNext end up managing them in spreadsheets, ad-hoc journal entries and manual Additional Salary rows. ERPNext's core Loan Management (now split into the separate hrms/lending apps) is oriented toward formal lending products and full interest accrual, and its behaviour shifts between v14, v15 and v16 — so a simple case like "advance one month's salary, recover it over four payslips, and stop automatically when the balance hits zero" becomes fragile. The moment an employee leaves mid-schedule, takes a top-up loan, or requests early settlement, the manual approach drifts out of sync with the general ledger and with payroll.
Warum Employee Loans & Salary Advances wählen
Submittable `Employee Loan`/`Salary Advance` DocType with a Frappe Workflow (Draft → Applied → Approved → Disbursed → Closed) and role-based approval hierarchy
Configurable EMI / installment schedule generation with a child `Loan Installment` table showing per-period principal, interest and running balance
Automatic salary-slip recovery via a Salary Component formula or a `Salary Slip` doc-event hook that posts the deduction and decrements the outstanding balance
Flat-rate and reducing-balance interest calculation, chosen per loan product or per application
Prepayment and lump-sum early settlement that re-amortises the remaining schedule and auto-closes the loan when the balance reaches zero
Per-employee outstanding-balance ledger and printable loan statement, plus a finance portfolio report (disbursed, recovered-to-date, remaining exposure)
ECOSIRE builds a dedicated Frappe app that models this properly on top of ERPNext. We ship a real installable app — its own module, DocTypes and hooks.py — rather than a pile of untracked customisations, so it upgrades cleanly and lives in a git repo you own. The core is an Employee Loan/Salary Advance DocType carrying a submittable workflow (Draft → Applied → Approved → Disbursed → Closed) governed by Frappe's Workflow engine and role-based permissions, plus a child Loan Installment table that computes each period's principal, interest and running balance. Approval and disbursement are wired through on_submit and on_update_after_submit doc events; a scheduler_events entry in hooks.py refreshes overdue and closing states on a daily cron.
Recovery is the part that has to be airtight. On each payroll run the app injects the due installment as a deduction component on the Salary Slip — either through a Salary Component whose amount is driven by a server-side formula, or via a Salary Slip doc-event hook that reads the employee's active schedule, posts the deduction, decrements the outstanding balance, and marks the installment paid. Interest (flat or reducing-balance), prepayments and lump-sum settlements are handled explicitly: an early payment re-amortises the remaining schedule and closes the loan when the ledger reaches zero. Every employee gets an outstanding-balance ledger and statement, and finance gets a portfolio report of all active loans, disbursed principal, recovered-to-date and remaining exposure. Whitelisted methods expose apply, approve and balance-enquiry over the Frappe REST API so an ESS portal or mobile flow can drive the same logic, and client scripts keep the loan form's live schedule preview in sync as the amount or tenure changes.
Because this is build-to-order, nothing is a generic download. We start from a short scoping call, confirm your exact rules — eligibility caps, interest policy, max concurrent loans, approval hierarchy, GL accounts and your ERPNext version (v15 or v16) — then build to that spec. You receive the installable app, install and configuration on your bench, technical and user documentation, UAT on a staging site with a rollback plan, and a post-go-live support window. Typical delivery is 2–4 weeks from confirmed scope, and the source is handed over in a git repository you keep.
Was Sie bekommen
- Installable Frappe app (source code) built for your ERPNext version — v15 or v16 — as a proper module with DocTypes and `hooks.py`
- Installation and configuration on your bench: app install, workflow, roles, salary components and GL accounts wired to your setup
- Technical documentation: DocType and field reference, doc-event hooks, scheduler events, whitelisted API methods and configuration notes
- End-user guide plus a live training session for HR/finance and approvers
- UAT on a staging site with sample loans and payroll runs, plus a documented rollback plan before production
- Post-go-live support window for bug fixes and questions after deployment
- Git repository handover so you own and can version-control the source
- Data migration helper for existing loans/advances currently tracked in spreadsheets or manual entries (scope-dependent)
Für wen das ist
HR / Payroll Manager
Runs monthly payroll on ERPNext and needs staff-loan installments to deduct themselves on the salary slip — no manual `Additional Salary` rows, no missed recoveries, and clean handling when an employee leaves mid-schedule.
Finance / Accounts Controller
Owns the numbers and needs every disbursement and recovery to hit the correct GL accounts, with a portfolio view of total exposure, recovered-to-date and remaining balance that reconciles to the ledger.
HR Operations / People Ops Lead
Fields loan and advance requests and wants a clear apply-and-approve workflow with an approval hierarchy, eligibility caps and a self-service request path via the employee portal.
ERPNext System Administrator
Maintains the bench and wants a real installable app in a git repo that upgrades cleanly across v15/v16, not brittle in-place customisations that break on the next update.
Installationsübersicht
Von ECOSIRE herunterladen
Kaufen Sie die Lizenz auf ecosire.com und laden Sie die ZIP-Datei der Employee Loans & Salary Advances-App von Ihrem Konto-Dashboard herunter.
Fügen Sie die App zu Ihrer Bank hinzu
Extrahieren Sie die ZIP-Datei in den Apps-Ordner Ihrer Bank oder führen Sie „bench get-app“ mit dem Pfad zur extrahierten App aus.
Installieren Sie es auf Ihrer Website
Führen Sie „bench --site SITE_NAME install-app APP_NAME“ gefolgt von „bench migrate“ aus, um Employee Loans & Salary Advances zu installieren und sein Schema anzuwenden.
Aktivieren Sie Ihre Lizenz
Öffnen Sie die ECOSIRE-Lizenzeinstellungen auf Ihrer Website und aktivieren Sie Ihren Lizenzschlüssel. Erfordert die kostenlosen Apps ecosire_connect und ecosire_license_client.
Wie Employee Loans & Salary Advances im Vergleich abschneidet
| Kriterium | ECOSIRE | Benutzerdefinierter Build | Konkurrent | Odoo Native |
|---|---|---|---|---|
| Payroll recovery | Auto-deducts the due installment on each `Salary Slip` and closes on zero balance | Possible but you build and maintain the salary-slip hook yourself | Often a generic deduction; may not sync to a live balance | |
| Fit to your rules | Built to your eligibility caps, interest policy and approval hierarchy | Fully bespoke, but full effort and cost is on you | Fixed feature set; you adapt to its assumptions | |
| Interest & prepayment | Flat or reducing-balance, with re-amortising prepayment and settlement | Whatever you implement and test yourselves | Basic interest; prepayment handling varies | |
| Balance visibility | Per-employee ledger and statement plus a finance exposure report | You design every report from scratch | Standard list views; limited portfolio reporting | |
| Upgrade safety | Real Frappe app in a git repo, targeted at v15/v16 | Depends on your engineering discipline | Third-party release cadence you don't control | |
| Integration | Whitelisted REST methods for ESS/mobile apply, approve and balance | You expose and secure the endpoints yourself | May offer limited or no documented API | |
| Ownership & support | Source handover, docs, training and a post-go-live support window | You own it and you support it | Vendor-locked; support tied to their subscription | |
| Delivery model | Build-to-order, 2–4 weeks from confirmed scope, UAT + rollback | Open-ended internal project timeline | Instant install but retrofit effort to fit your process |
Häufig gestellte Fragen zu Employee Loans & Salary Advances
+How long does delivery take?
This is a build-to-order app, so there is no instant download. After a short scoping call to confirm your rules and ERPNext version, typical delivery is 2–4 weeks from confirmed scope. Larger requirements — complex approval hierarchies, multi-company GL, or data migration — can extend that, and we agree the timeline in writing before we start.
+Does it work with our ERPNext version?
Yes. We build against Frappe/ERPNext v15 or v16 and confirm your exact version during scoping. The deliverable is a proper Frappe app with its own DocTypes and `hooks.py`, so it upgrades cleanly rather than breaking on your next bench update.
+How are loan installments recovered from payroll?
On each payroll run the app injects the due installment as a deduction on the `Salary Slip` — via a Salary Component formula or a salary-slip doc-event hook — then decrements the outstanding balance and marks the installment paid. Recovery stops automatically when the balance reaches zero.
+Can it handle interest, prepayments and early settlement?
Yes. It supports flat-rate and reducing-balance interest, and both partial prepayments and lump-sum settlements. An early payment re-amortises the remaining schedule and closes the loan once the ledger is fully recovered.
+What do we get, and do we own the code?
You receive the installable app source in a git repository you keep, installation and configuration on your bench, technical docs, a user guide and training session, UAT on staging with a rollback plan, and a post-go-live support window. The code is yours to version-control and extend.
+What about support and updates after go-live?
Every build includes a post-go-live support window for bug fixes and questions. Beyond that we offer optional ongoing support and enhancement retainers, including compatibility checks when you upgrade ERPNext or add new loan rules. Because you hold the git repo, your own team can also maintain it.
+Can employees request loans themselves and can other systems read balances?
Yes. We expose whitelisted REST API methods for apply, approve and balance enquiry, so an employee self-service portal or a mobile flow can drive the same server-side logic. Permissions and eligibility caps are enforced on the server regardless of the channel.
Angebot anfordern
Employee Loans & Salary Advances
A build-to-order ERPNext app for staff loans and salary advances, with configurable EMI schedules that auto-deduct through payroll and a live outstanding-balance ledger per employee. ECOSIRE scopes, builds, installs and supports it for you.
- Submittable `Employee Loan`/`Salary Advance` DocType with a Frappe Workflow (Draft → Applied → Approved → Disbursed → Closed) and role-based approval hierarchy
- Configurable EMI / installment schedule generation with a child `Loan Installment` table showing per-period principal, interest and running balance
- Automatic salary-slip recovery via a Salary Component formula or a `Salary Slip` doc-event hook that posts the deduction and decrements the outstanding balance
- Flat-rate and reducing-balance interest calculation, chosen per loan product or per application