Index

User manual - Index

• How to Use This Manual

• For All Users

  • General Navigation

    • Sign In Page

    • Welcome Page

    • Dashboard Page

    • List Page

    • Menu Page

    • Form Page

    • Clients-Groups-Centers Navigation

    • Navigation Tool

    • Global Search

    • Loan Product and Accounting with Mifos

  • Reports

    • Standard Reports Shipped in Mifos X

    • Standard Reports Field Descriptions

    • Custom Reports

      • Creating Simple Pentaho Report and Embedding it to MifosX

    • XBRL Reporting

• For Administrators (Mifos X Platform)

  • Initial System Set Up

  • Administration

    • Users

    • Organization

      • Manage Offices

      • Currency Configuration

      • Manage Holidays

      • Manage Funds

      • Manage Employees

      • Bulk Loan Reassignment

      • Standing Instructions History

      • Teller / Cashier Management

      • Fund Mapping

      • Working Days

      • Password preferences

      • Payment type

      • Loan Provisioning Criteria

      • SMS Campaigns

      • Message Gateway Configuration

      • Daily Teller Cash Management

      • Entity Data Table Checks

    • System

      • Manage Data Tables

      • Audit Trails

      • Manage Codes

      • Manage Reports

      • Manage Roles and Permissions

      • Manage Scheduler Jobs

      • Configure Maker-Checker Tasks

      • Global Configuration

      • Manage Hooks

        • Steps for creating sms bridge

      • Account Number Preferences

      • Entity To Entity Mapping

        • External Services

    • 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

      • Savings Products

        • Saving Product Fields

          • Accounting Saving Product Fields

      • Fixed Deposit Products

        • Fixed Deposit Product Fields

          • Accounting Fixed and Recurring Deposit Product Fields

        • Interest rate chart with amount range

      • Charges

      • Floating Rate

      • Recurring Deposit

        • Recurring Deposit Product Fields

      • Interest Calculations for Deposit Products

      • Overdraft Product

      • Share products

        • Dividends

      • Manage Tax configuration

    • Templates

    • mifos dropdown

  • Clients, Groups and Centers

    • Manage Clients

      • Client Life Cycle Statuses

      • Client Relationship Management

    • Manage Groups

    • Manage Centers

  • Accounting

    • Chart of Accounts - General Ledger Setup

      • Default COA sql script

    • Accounts linked to Financial Activities

    • Migrate opening balances (Office-wise)

    • Accounting Rules

    • Provisioning Entries

    • Print General Ledger Listing

    • How To Enter GL Opening Balance

  • Configure Notifications

• For Operational Users (Mifos X Web App)

  • Accounting operations

    • Add Journal Entries

    • Searching Accounting Transactions

    • Frequent Postings

    • Advanced Accounting Rules

    • Closing Entries

    • Accruals

  • Accounts and Transactions

    • 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 Close 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 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

  • Checker Inbox & Tasks

• Side Bar - Features

  • Checker inbox and tasks

  • Collection sheet

  • Help.

  • Individual collection sheet

  • Keyboard short-cuts

  • Navigation

• Others - mifos dropdown

  • Help

  • Profile

  • Settings

    • Date format

    • Language

  • Signout

• Data Import Tool

  • Getting started with - Data Import Tool

  • Installing Data Import Tool

• Glossary of Terms

• Index

• Reporting Documentation

• Mobile Money Tool

• Online Banking App 2.0 User Manual

  • Developer Environment Setup for Online Banking App 2.0

(Draft) - Are the drafted(Not-completed) documents