Mifos User Documentation Portal
  • Overview and Background
    • History and Background
    • Mifos Vision, Mission & Values
    • Who Mifos is For
    • How Mifos is Used
    • The Mifos Stack
      • Overview
    • Mifos v/s Fineract
    • Community app v/s Webapps
  • General Contributing Guidelines
    • Upstream Development Approach
      • Contribution Process
      • The Apache Way
    • 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
        • 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 Mifos X
          • 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
            • Charges
            • Floating Rate
            • 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
            • 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 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 Disbursement
            • 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
    • User Space
      • New Feature Request Content
      • Recommended System Requirement
      • MifosX Overview
      • Installation guide
        • Upgrading Mifosx
        • Install MifosX on Windows
        • Install MifosX on Linux
        • Install MifosX on AWS
      • Release Notes
        • Release 1 and Features List
        • Release 2 and Features List
      • User Manual
        • How to Use This Manual
        • For All Users
          • General Navigation
            • Sign In Page
        • For Administrators
          • Initial System Set Up
        • For Operationals
      • Roadmap
      • Frequently Asked Questions (FAQs)
      • Demo Server Details
    • Developer Space
      • Setting Up Dev Environment
        • Setting up Frontend - community-app
      • Setting up MifosX from latest builds
      • Contributors Guide
      • Customising MifosX
      • Additional features
        • Data import tool
        • SMS campaigns
        • Pentaho reports
      • How Mifosx works
      • Adding a new tenant to MifosX instance
      • Using REST client for testing
      • API documentation
      • Scaling MifosX
      • Upgrading MifosX
      • Troubleshooting guide
  • Core Banking & Embedded Finance
    • Core Banking
      • Overview
    • Embedded Finance
      • Overview
  • Application Framework
    • Payment Hub EE
  • Main Platforms
    • Fineract 1.x
      • Apache Fineract
      • Apache Fineract Client
    • Fineract CN
      • Overview
      • User Manual
  • Staff UI Platforms
    • Fineract 1.x
      • Community-App
      • Web-App
      • Web Self-Service App
        • Online Banking App 2.0 User Manual
          • Developer Environment Setup for Online Banking App 2.0
      • Mobile Field Officer Applications
        • Android Client
          • User Manual
    • Fineract CN
      • Digital Bank User Interface
      • Mobile Field Officer Applications
        • Fineract CN Mobile
  • Customer UI Platforms
    • Fineract 1.x
      • Mobile Banking
        • Mifos Mobile
      • Mobile Wallets
      • Online Banking
    • Fineract CN
      • Mobile Banking
        • Fineract CN Mobile
        • Mifos Mobile CN
      • Mobile Wallets
      • Online Banking
  • Ancillary Tools
    • Fineract 1.x
      • Message Gateway
      • Mifos Passcode
      • PPI Vision
      • DevOps Tooling
      • Fineract Android SDK
      • MifosX Admin
      • Mifos ChatBot
      • Data Import Tool
    • Fineract CN
      • Fineract CN Containers
      • Fineract CN Terraform
  • Payment and Process Orchestration
    • Fineract 1.x
      • Payment Hub
      • Fineract Pentaho
    • Fineract CN
      • Staff Interfaces
        • Digital Bank UI
      • Customer Interfaces
        • Fineract CN Mobile
        • Mifos Mobile CN
        • Fineract CN Mobile
      • Ancillary Tools
        • Fineract CN Terraform
        • Fineract CN Containers
    • Payment Hub EE
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User Manual

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Last updated 3 years ago

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To get the User Manual for All Users version, please refer to this link

To get the User Manual for All Users version, please refer to this link

To get the User Manual for All Users version, please refer to this link

Table of Contents

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

Online Banking App 2.0 User Manual

For All Users
For Administrators
Operational Users
General Navigation
Reports
Initial System Set Up
Administration
Clients, Groups and Centers
Accounting
Configure Notifications
Accounting operations
Accounts and Transactions
Checker Inbox & Tasks
Checker inbox and tasks
Collection sheet
Help.
Individual collection sheet
Keyboard short-cuts
Navigation
Help
Profile
Settings
Signout
Getting started with - Data Import Tool
Installing Data Import Tool
Developer Environment Setup for Online Banking App 2.0