Welcome Page
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The Welcome Page is displayed when you sign in to Mifos X.
The Menu Bar displayed on the top of the Welcome Page is displayed on every page in the Mifos X platform. The menu bar includes:
Mifos logo Access the Welcome Page from anywhere in the Mifos X platform
Reports menu Access Clients, Loans, Savings, Funds, Accounting, and XBRL Reports
mifos menu Access to Help (redirects to the User Manual), Profile (your user profile, including an option to change your password), Settings (to change user language and date format), and Log Out button
Your username will appear beside the word Welcome. If your username is not displayed, contact your administrator.
The activity search tool is a quick method to find and navigate to activities / pages in the Mifos X platform. For example, if you want to access an activity related to loans, type "loan" into the activity search field. Loan-related activities will be listed (i.e create loan product, loan products, bulk loan reassignment). You can then click on the desired loan activity. Similarly, you can access activities related to clients, savings products, groups, and more.
The navigation hints point out navigation methods that are available to you wherever you are in Mifos X, including:
Shortcut menu (sidebar)
Mifos menu bar
Search tool (located on the Mifos menu bar)
Related articles
Institution menu Access , , and
Accounting menu Access the activities pages
Admin menu Access the menu
Search tool System-wide—use the search tool to search for clients, groups, and centers
The Dashboard toggle switches between this page (Welcome page) and the .
The menu is a sidebar menu of your favorite / most frequently used Mifos X activities. You can configure the Shortcut sidebar to suit your work style. The Shortcut sidebar will pop out when you hover the mouse over the menu area. The Shortcut sidebar is available on every page in the Mifos X system.
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