Accounts and Transactions

Table of Contents

Cash Transaction Processing

Deposit Accounts

• Mifos X Saving Accounts

• Standing Instructions

• Term Deposit Accounts (Fixed Deposit / Recurring Deposit)

• Creating Recurring Deposit Account:

Loan Accounts

• How to Create a Loan Account Application

• How to Make Repayments on a Client Loan Account

• Track Loan Performance History

• How to Approve a Loan Account Application

• How to Add a Charge to a Loan Account

• How to Modify a Loan Account Application

• How to Assign a Loan Officer

• How to Reject a Loan Account Application

• How to Withdraw a Loan Account Application

• How to Delete a Loan Account Application

• How to Add Collateral to a Loan Account

• How to Add/Remove/Modify a Guarantor to a Loan Account

• How to Manage Loan Account Disbursment

• How to Make Repayments on a Group Loan Account

• Using collection sheet or other payment types for making payments

• How to Waive Interest for a Loan Account

• How to Write-off a Loan Account

• How to Close a Loan Account as Rescheduled

• How to Close a Loan Account

• Making Prepay of the loan

• How to Prepay a Loan Account

• How To Create Group Loan Account

• How to Process Bulk JLG Loan Application

• How to generate - Loan transactions report

• How to reschedule loan

• How to provide floating rates

• How to provide variable installments

• How to create new loan - Interest Recalculation

• Tranche loan process

• Loan with term vary based on loan cycle

• How to Place Guarantee Funds On-Hold?

Overdraft account

Saving Accounts

• How To Create Group Saving Account

Share Accounts