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Overview and Background
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Mifos v/s Fineract
Community app v/s Webapps
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Contributors Guide
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Contribution Guidelines: Web Project
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Pentaho Reporting Plugin
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MifosX
Overview
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For All Users
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Accounting operations
Accounts and Transactions
Checker Inbox & Tasks
Side Bar - Features
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Data Import Tool
Glossary of Terms
Index
Reporting Documentation
Mobile Money Tool
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Core Banking & Embedded Finance
Core Banking
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Payment Hub EE
Main Platforms
Fineract 1.x
Fineract CN
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Fineract 1.x
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Fineract 1.x
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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 3yr ago
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