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 Community 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​

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