Streamline Your Debt Management with the Loan Module for Dynamics 365 Business Central

Managing complex loan portfolios directly within your ERP shouldn't be a challenge. Our Loan Module add-on empowers Microsoft Dynamics 365 Business Central users with a robust, integrated solution to track, automate, and post loan activities with precision.

Key Features & Capabilities

Comprehensive Loan Tracking

Maintain a centralized Loan List where you can view critical financial data at a glance, including finance amounts, interest percentages, and principal balances.

• Detailed Headers: Monitor individual loan specifics such as Annual Interest, Number of Payment Periods, and Payment Frequency.
• Status Management: Track loans through various stages, from Open to Released.

Automated Repayment Schedules

Eliminate manual calculations. The system automatically generates a complete Loan Schedule based on the details filled in the header.

• Precise Calculations: View Beginning Balance, Scheduled Payments, Principal, Interest, and Ending Balance for every period.
• Excel Integration: Use the Export Schedule function to adjust interest in Excel, then use Import Schedule to update changes in Business Central.

Seamless Financial Posting

Ensure your General Ledger is always accurate with built-in posting automation.

• Automated Journals: Use the Create Journal function to automatically generate payment journals based on due schedule lines.

• G/L Integration: Tag specific G/L accounts for Principal, Interest, and Bank Accounts directly within the Posting tab for error-free reconciliation.

Ready to simplify your financial management? Get Started Today and transform how you handle loans in Dynamics 365 Business Central.