Mifos User Documentation Portal

Overview and Background
General Contributing Guidelines
Getting Started
External 3rd Apps
- Pentaho Reporting Plugin
- Payment Hub
MifosX
Core Banking & Embedded Finance
- Core Banking
  - Overview
- Embedded Finance
  - Overview
Application Framework
- Payment Hub EE
Main Platforms
- Fineract 1.x
  - Apache Fineract
  - Apache Fineract Client
- Fineract CN
  - Overview
  - User Manual
Staff UI Platforms
- Fineract 1.x
- Fineract CN
  - Digital Bank User Interface
  - Mobile Field Officer Applications
    Fineract CN Mobile
Customer UI Platforms
- Fineract 1.x
- Fineract CN
Ancillary Tools
- Fineract 1.x
- Fineract CN
  - Fineract CN Containers
  - Fineract CN Terraform
Payment and Process Orchestration

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Checker Inbox & Tasks

PreviousShare Accounts NextSide Bar - Features

Last updated 5 years ago

Checker Inbox & Tasks can help:

Bulk Client Approvals
Bulk Loan Approvals
Bulk Loan Disbursals

How To Use Checker Inbox & Tasks

Go to the left panel and click on 'Checker Inbox & Tasks'.

Once you click on it, the following window will appear showing pending tasks for clients and loans.

Click on 'Client Approval' to see the list of clients which are not yet activated.

Select the clients using checker box and then click on Approve button.
Then Click on 'Loan Approval' to see the list of loans which are not yet approved.

Select the loan accounts of the client, and then click on Approve button.
Then click on 'Loan Disbursal' to see the list of loans which are not yet disbursed.

Select the loan accounts of the client which are approved but not yet disbursed.
And then click on 'Disburse' button in order to simultaneously disburse multiple loans.