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Accounting and Invoicing

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Loan management

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In this course, you'll learn to manage loans by practicing.

If you're stuck on a question, look at the documentation, but it's optional.

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Use the data from https://demo.odoo.com to answer these questions. 
Did you mess up? Start over with clean data by clicking Restart on the homepage!


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1. Which of the following is not a supported way to create amortization schedules for loans?
Importing from a supported file. Calculating it from multiple input values using the Compute button. Syncing with your bank’s amortization schedule feature. Manually filling in the lines of the schedule.
2. If you have the loan amount, loan term, start date, and interest rate but not the interest amount in currency, can Odoo calculate the interest amount in currency?
No, Odoo requires the interest amount in currency and cannot calculate it. Yes, by clicking the Compute button, you can set the relevant fields and Odoo will calculate the interest amount in currency to use on the loan. No, Odoo requires the interest amount in currency to be entered and then calculates the interest rate. Yes, you can make Odoo calculate the interest amount by entering a python formula in the Interest field.
3. What is the benefit of using the “Skip until” field on a loan?
This is useful if you want to delay the loan’s start date and have Odoo automatically post the skipped entries after the final entry in the amortization schedule. This is useful if you have already manually created entries prior to the creation of this loan. This is useful if the lender wants to set a second amortization schedule. There is no “Skip until” field on a loan.
4. What is the difference between cancelling and closing a loan?
Cancelling a loan deletes all entries, even posted ones, while closing a loan deletes only the draft entries. Cancelling a loan deletes all entries, even posted ones, while closing a loan resets posted entries to draft and doesn’t delete any entries. Cancelling a loan deletes only draft entries, while closing a loan doesn’t delete any entries and only prevents draft entries from being posted automatically in the future. No post entries are deleted to maintain transparency. Cancelling and closing a loan are synonymous.
5. How can you view an analysis of closed loans?
It’s not possible to view an analysis of closed loans, only open loans. Go to Accounting > Reporting > Loans Analysis. The closed loans are displayed by default. Go to Accounting > Reporting > Loans Analysis, then remove the filter to show only closed loans. Go to Accounting > Reporting > Loans Analysis, then switch the filter from Current to Closed.