User Manual

The Mifos X user manual comprises three user guides:

1. For All Users: Information about logging in and out, navigating, and generating reports in Mifos X.

2. For Administrators (Mifos X Platform) Information for Mifos X administrators about setting up and configuring Mifos X for the specific needs of your organization.

3. For Operational Users (Mifos X Web App) Information for day-to-day use for creating and managing account entries, transactions, and account products in Mifos X.

Table of Contents

How to Use This Manual

For All Users

• General Navigation

• Reports

For Administrators (Mifos X Platform)

• Initial System Set Up

• Administration

• Clients, Groups and Centers

• Accounting

• Configure Notifications

For Operational Users (Mifos X Web App)

• Accounting operations

• Accounts and Transactions

• 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

• 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