How to Use This Manual

About the Manual

This manual provides instructions and information on Mifos X Platform. You can skip to any topic using the sidebar navigation panels, related articles at the end of the page, or hypertext links within the current topic.

The Mifos X Platform 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.

Structure of the Manual

The structure of the Mifos X user guides is as follows:

Symbols Used in this Manual

The following symbols are used in this manual:

This symbols indicates an error message.

This symbol indicates information about the related operation.

This symbol indicates information that helps the user apply the procedure or information that suggests an alternative method to perform the task.

Abbreviations and Acronyms Used in this Manual

Abbreviation or Acronym

Description

APR

Annual Percentage Rate

CSV

Comma Separated Values

FORM

GL

General Ledger

HTML

Hypertext Markup Language

HTTP

Hypertext Transfer Protocol

ID

Identification

JDBC

Java Database Connectivity

JLG

Joint Liability Group

JSON

JavaScript Object Notation

MIX

Microfinance Information Exchange

OLAP

Online Analytical Processing

PDF

Portable Document Format

RD

Reoccurring Deposit

SMS

Short Message Service

SQS

Structured Query Language

URL

Uniform Resource Locator

XBRL

Extensible Business Reporting Language

XML

Extensible Markup Language

Terms Used in this Manual

Term

Description

Accrual

The accumulation of interest/investments/payments/benefits over time. Also refers to expenses that haven't been invoiced yet, for which provisions are made at the end of a financial period.

Audit Trail

Chronological documentation that traces detailed transactions related to any item in accounting records.

Cache

Memory that stores data so that future requests for that data can be served faster.

Chart of Accounts

A chart of accounts (COA) is a financial organizational tool that provides a complete listing of every account in an accounting system. An account is a unique record for each type of asset, liability, equity, revenue and expense.

CSV

Comma Separated Values

Fund

A fund is a source of money that is allocated for a specific purpose.

Hook

Loan

Lending of money from one entity to another, wherein the recipient incurs a debt and is liable to repay the principal amount along with additional interest.

Nominal Interest Rate

Rate of interest before adjusting for inflation.

Parent

PDF

Portable Document Format

Tag

Where to Find Additional Help

If you have questions or need help, you can browse questions and answers on Mifos Connect, or ask your own question.

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