Index

User manual - Index
​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 MifosX​
​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​
​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​
​Charges​
​Floating Rate​
​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 Close 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 Disbursment​
​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​
​Online Banking App 2.0 User Manual​
​Developer Environment Setup for Online Banking App 2.0​
(Draft) - Are the drafted(Not-completed) documents

Glossary of Terms

Reporting Documentation

Last modified 2yr ago

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