Mifos User Documentation Portal
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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
Mifos CI/CD tools and instructions
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)
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
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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Index
User manual - Index
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How to Use This Manual
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For All Users
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General Navigation
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Sign In Page
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Welcome Page
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Dashboard Page
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List Page
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Menu Page
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Form Page
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Clients-Groups-Centers Navigation
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Navigation Tool
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Global Search
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Loan Product and Accounting with Mifos
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Reports
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Standard Reports Shipped in Mifos X
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Standard Reports Field Descriptions
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Custom Reports
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Creating Simple Pentaho Report and Embedding it to MifosX
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XBRL Reporting
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For Administrators (Mifos X Platform)
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Initial System Set Up
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Administration
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Users
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Organization
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Manage Offices
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Currency Configuration
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Manage Holidays
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Manage Funds
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Manage Employees
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Bulk Loan Reassignment
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Standing Instructions History
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Teller / Cashier Management
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Fund Mapping
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Working Days
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Password preferences
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Payment type
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Loan Provisioning Criteria
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SMS Campaigns
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Message Gateway Configuration
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Daily Teller Cash Management
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Entity Data Table Checks
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System
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Manage Data Tables
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Audit Trails
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Manage Codes
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Manage Reports
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Manage Roles and Permissions
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Manage Scheduler Jobs
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Configure Maker-Checker Tasks
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Global Configuration
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Manage Hooks
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Steps for creating sms bridge
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Account Number Preferences
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Entity To Entity Mapping
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External Services
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Products
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Loan Products
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Loan Product Fields
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Accounting Loan Product Fields
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Configuring and Disbursing of Top-Up Loan
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Declining Balance Interest Calculation
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Enabling Floating Rate
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Enabling Variable Installments
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Flat interest calculation
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Loan Product Fields—Additional Fields for Loans with Variable Terms based on Loan Cycle
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Recalculate Interest
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Tranche Loan Fields
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Setting up Minimum Days between Disbursal and First Repayment
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Product Mix
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Savings Products
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Saving Product Fields
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Accounting Saving Product Fields
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Fixed Deposit Products
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Fixed Deposit Product Fields
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Accounting Fixed and Recurring Deposit Product Fields
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Interest rate chart with amount range
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Charges
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Floating Rate
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Recurring Deposit
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Recurring Deposit Product Fields
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Interest Calculations for Deposit Products
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Overdraft Product
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Share products
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Dividends
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Manage Tax configuration
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Templates
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mifos dropdown
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Clients, Groups and Centers
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Manage Clients
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Client Life Cycle Statuses
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Client Relationship Management
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Manage Groups
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Manage Centers
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Accounting
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Chart of Accounts - General Ledger Setup
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Default COA sql script
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Accounts linked to Financial Activities
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Migrate opening balances (Office-wise)
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Accounting Rules
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Provisioning Entries
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Print General Ledger Listing
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How To Enter GL Opening Balance
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Configure Notifications
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For Operational Users (Mifos X Web App)
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Accounting operations
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Add Journal Entries
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Searching Accounting Transactions
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Frequent Postings
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Advanced Accounting Rules
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Closing Entries
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Accruals
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Accounts and Transactions
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Cash Transaction Processing
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Deposit Accounts
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Mifos X Saving Accounts
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How to Activate a Saving Account
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How to Add a Charge to a Saving Account
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How to Approve a Saving Account Application
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How to Calculate Interest for a Saving Account
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How to Close a Saving Account
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How to Create a Saving Account Application
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Saving Account Fields
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How to create overdraft account (Draft)
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How to Delete a Saving Account Application
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How to Make a Deposit to a Saving Account
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How to Make a Withdrawal from a Saving Account
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How to Modify a Saving Account Application
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How to Post Interest to a Saving Account
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How to Reject a Saving Account Application
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How to Transfer funds from a Saving Account
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How to Withdraw a Saving Account Application
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Standing Instructions
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How to Set up a Standing Instruction
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Standing Instruction Form Fields
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Term Deposit Accounts (Fixed Deposit / Recurring Deposit)
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How to Activate a Term Deposit Account
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How to Add a Charge to a Term Deposit Account
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How to Approve a Term Deposit Account Application
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How to Calculate Interest for a Term Deposit Account
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How to Close a Term Deposit Account
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How to Create a Term Deposit Account Application
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Term Deposit Account Fields
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How to Delete a Term Deposit Account Application
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How to Make a Deposit to a Recurring Term Deposit Account
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How to Modify a Term Deposit Account Application
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How to Post Interest to a Term Deposit Account
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How to Reject a Term Deposit Account Application
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How to Withdraw a Term Deposit Account Application
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Creating Recurring Deposit Account:
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Loan Accounts
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How to Create a Loan Account Application
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Loan Account Fields
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How to Make Repayments on a Client Loan Account
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Track Loan Performance History
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How to Approve a Loan Account Application
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How to Add a Charge to a Loan Account
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How to Modify a Loan Account Application
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How to Assign a Loan Officer
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How to Reject a Loan Account Application
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How to Withdraw a Loan Account Application
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How to Delete a Loan Account Application
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How to Add Collateral to a Loan Account
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How to Add/Remove/Modify a Guarantor to a Loan Account
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How to Manage Loan Account Disbursment
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How to Make Repayments on a Group Loan Account
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Using collection sheet or other payment types for making payments
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How to Waive Interest for a Loan Account
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How to Write-off a Loan Account
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How to Close a Loan Account as Rescheduled
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How to Close a Loan Account
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Making Prepay of the loan
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How to Prepay a Loan Account
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How To Create Group Loan Account
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How to Process Bulk JLG Loan Application
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How to generate - Loan transactions report
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How to reschedule loan
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How to provide floating rates
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How to provide variable installments
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How to create new loan - Interest Recalculation
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Tranche loan process
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Loan with term vary based on loan cycle
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How to Place Guarantee Funds On-Hold?
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Overdraft account
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Saving Accounts
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How To Create Group Saving Account
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Share Accounts
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Checker Inbox & Tasks
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Side Bar - Features
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Checker inbox and tasks
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Collection sheet
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Help.
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Individual collection sheet
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Keyboard short-cuts
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Navigation
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Others - mifos dropdown
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Help
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Profile
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Settings
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Date format
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Language
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Signout
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Data Import Tool
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Getting started with - Data Import Tool
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Installing Data Import Tool
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Glossary of Terms
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Index
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Reporting Documentation
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Mobile Money Tool
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Online Banking App 2.0 User Manual
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Developer Environment Setup for Online Banking App 2.0
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(Draft) - Are the drafted(Not-completed) documents
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Glossary of Terms
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Reporting Documentation
Last modified
2yr ago
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