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
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)
Side Bar - Features
Checker inbox and tasks
Collection sheet
Help.
Individual collection sheet
Keyboard short-cuts
Navigation
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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Side Bar - Features
This page describes the options and functionalities available on the Side Bar (at the left of the page), as well as provides links for further explanation on the options mentioned.
After logging into Mifos X with your credentials, you will arrive at the Welcome Page. To the left of this page, you can access the Side Bar (hover the mouse over it to expand it).

The Side Bar provides you with the following options (in order):

  • Keyboard Shortcuts: Takes you the Help page where you can see the list of Keyboard Shortcuts.
  • Navigation: Takes you to the Navigation Tool page where you can view a list of Offices, Loan Officers, Centers, Groups and Clients. The list can be filtered by name.
  • Checker Inbox & Tasks: Takes you to the Checker Inbox & Tasks page.
  • Collection Sheet: Takes you to the Collection Sheet page, where you can generate sheets for collections.
  • Individual Collection Sheet: Takes you to the Individual Collection Sheet page.
  • Frequent Postings: Takes you to the Frequent Postings page under Accounting.
  • Add Journal Entries: Takes you to the Add Journal Entry page under Accounting.
  • Closing Entries: Takes you to the Closing Entries page where you can close accounting to journal entries.
  • Chart of Accounts: Takes you to the Chart of Accounts page that lets you organize different accounts under Mifos X.
  • Notifications: Takes you to the Notifications page.
  • Client: Takes you to the Create Client page under Clients where you can create new clients.
  • Group: Takes you to the Create Group page under Groups where you can create new groups.
  • Center: Takes you to the Create Center page under Centers where you can create new centers.
  • Help: Redirects you to the User Manual Documentation available here (opens in a new tab).
​Side Bar - Features​
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The Side Bar provides you with the following options (in order):
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