Mifos User Documentation Portal
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    • Community app v/s Webapps
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      • The Apache Way
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        • Initial System Set Up
        • Administration
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            • Manage Offices
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            • Standing Instructions History
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          • Products
            • Loan Products
              • Loan Product Fields
                • Accounting Loan Product Fields
                • Configuring and Disbursing of Top-Up Loan
                • Declining Balance Interest Calculation
                • Enabling Floating Rate
                • Enabling Variable Installments
                • Flat interest calculation
                • Loan Product Fields—Additional Fields for Loans with Variable Terms based on Loan Cycle
                • Recalculate Interest
                • Tranche Loan Fields
              • Setting up Minimum Days between Disbursal and First Repayment
              • Product Mix
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                • Accounting Saving Product Fields
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              • Fixed Deposit Product Fields
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              • Interest rate chart with amount range
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          • Chart of Accounts - General Ledger Setup
            • Default COA sql script
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          • How To Enter GL Opening Balance
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      • For Operational Users (Mifos X Web App)
        • Accounting operations
          • Add Journal Entries
          • Searching Accounting Transactions
          • Frequent Postings
          • Advanced Accounting Rules
          • Closing Entries
          • Accruals
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          • Cash Transaction Processing
          • Deposit Accounts
            • Mifos X Saving Accounts
              • How to Activate a Saving Account
              • How to Add a Charge to a Saving Account
              • How to Approve a Saving Account Application
              • How to Calculate Interest for a Saving Account
              • How to Close a Saving Account
              • How to Create a Saving Account Application
                • Saving Account Fields
              • How to create overdraft account (Draft)
              • How to Delete a Saving Account Application
              • How to Make a Deposit to a Saving Account
              • How to Make a Withdrawal from a Saving Account
              • How to Modify a Saving Account Application
              • How to Post Interest to a Saving Account
              • How to Reject a Saving Account Application
              • How to Transfer funds from a Saving Account
              • How to Withdraw a Saving Account Application
            • Standing Instructions
              • How to Set up a Standing Instruction
                • Standing Instruction Form Fields
            • Term Deposit Accounts (Fixed Deposit / Recurring Deposit)
              • How to Activate a Term Deposit Account
              • How to Add a Charge to a Term Deposit Account
              • How to Approve a Term Deposit Account Application
              • How to Calculate Interest for a Term Deposit Account
              • How to Create a Term Deposit Account Application
                • Term Deposit Account Fields
              • How to Delete a Term Deposit Account Application
              • How to Make a Deposit to a Recurring Term Deposit Account
              • How to Modify a Term Deposit Account Application
              • How to Post Interest to a Term Deposit Account
              • How to Reject a Term Deposit Account Application
              • How to Withdraw a Term Deposit Account Application
            • Creating Recurring Deposit Account:
          • Loan Accounts
            • How to Create a Loan Account Application
              • Loan Account Fields
            • 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 Disbursement
            • 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
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      • Overview
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      • Fineract CN Terraform
  • Payment and Process Orchestration
    • Fineract 1.x
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      • Fineract Pentaho
    • Fineract CN
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        • Digital Bank UI
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    • Payment Hub EE
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  1. MifosX
  2. User Manual
  3. For Operational Users (Mifos X Web App)

Accounts and Transactions

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Last updated 5 years ago

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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