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Overview and Background
History and Background
Mifos Vision, Mission & Values
Who Mifos is For
How Mifos is Used
The Mifos Stack
Mifos v/s Fineract
Community app v/s Webapps
General Contributing Guidelines
Upstream Development Approach
Contributors Guide
Contribution Guidelines: Android Project
Contribution Guidelines: Web Project
Getting Started
Getting started with Git & Github
Postman integration with Gitbook for testing
Testing framework-Web
Testing framework-Android
Common CI/CD tool and instructions related to it
External 3rd Apps
Pentaho Reporting Plugin
Payment Hub
MifosX
Overview
User Manual
How to Use This Manual
For All Users
For Administrators (Mifos X Platform)
For Operational Users (Mifos X Web App)
Accounting operations
Accounts and Transactions
Checker Inbox & Tasks
Side Bar - Features
Others - mifos dropdown
Data Import Tool
Glossary of Terms
Index
Reporting Documentation
Mobile Money Tool
User Space
Developer Space
Core Banking & Embedded Finance
Core Banking
Embedded Finance
Application Framework
Untitled
Payment Hub EE
Main Platforms
Fineract 1.x
Fineract CN
Staff UI Platforms
Fineract 1.x
Fineract CN
Customer UI Platforms
Fineract 1.x
Fineract CN
Ancillary Tools
Fineract 1.x
Fineract CN
Payment and Process Orchestration
Fineract 1.x
Fineract CN
Payment Hub EE
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Checker Inbox & Tasks
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.
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Last modified
2yr ago
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Contents
How To Use Checker Inbox & Tasks