Loan Management Module for UltimatePOS

Description

Loan Management Module for UltimatePOS

for demo link here : click here

user : admin

password : 123456

Introducing the Loan Management Module for UltimatePOS, a comprehensive solution designed to streamline and automate customer loan management within your ERP system. This powerful module allows you to effortlessly grant loans to customers, manage installment payments, and generate detailed reports and analytics.

Key Features:

• • Loan Issuance & Tracking: Grant loans to customers with flexible configurations, including loan types, interest rates, and durations.
  • Payment Management: Track installment payments seamlessly, with automated recording of payment dates and amounts.
  • Advanced Reporting & Insights: Access detailed reports and real-time statistics for total loans, active loans, paid loans, and payment summaries.
  • Integrated with UltimatePOS Accounting: Fully integrated with the built-in accounts module, enabling loan disbursements and repayments to be directly reflected in the cash accounts.
  • User-Friendly Interface: Intuitive dashboard providing an overview of all loans, payment schedules, and customer details at a glance.

  Simplify your loan processes, enhance customer management, and ensure financial accuracy with this must-have Loan Management Module for UltimatePOS. Perfect for businesses seeking a reliable, integrated loan solution.

Version: 3.1
Status: Stable with UltimatePOS 6.7

Update Log:

• June 4, 2025:
  – New Feature: Added support for granting loans to employees/users in addition to customers, allowing greater flexibility in loan management.
  – Enhancement: Updated reports and payment exports to include recipient names (customers or employees) for better tracking.
  – Bug Fixes: Resolved minor issues related to database constraints and improved compatibility with the latest UltimatePOS version.July 7, 2025:
  – New Feature: Added total_amount, total_paid, and remaining_balance columns/fields across loans and payments views for comprehensive loan status tracking.
  – New Feature: Implemented dynamic total_amount calculation in loan creation and editing forms using JavaScript, based on amount and interest rate.
  – New Feature: Added advanced filters (start date, end date, loan type, status, branch, total amount range) to loans, payments, reports, and dashboard for customizable data views.
  – New Feature: Integrated interactive Chart.js visualizations (pie, bar, line charts) in reports and dashboard for loan status, loan type distribution, and payment trends.
  – New Feature: Added Excel export functionality for detailed loans in reports, supporting filtered data export.
  – New Feature: Enhanced dashboard with additional statistics (total interest, total outstanding, partially paid loans) and responsive card-based layout.
  – Enhancement: Optimized database queries for reports and dashboard to improve performance and handle filtered data efficiently.
  – Enhancement: Reorganized and updated translation files for Arabic and English to include all new keys, grouped by view for better maintainability.
  – Bug Fix: Removed duplicate translation keys (total_interest, total_outstanding) to prevent potential errors.
  – Bug Fix: Added missing route for reports export to resolve RouteNotFoundException.