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​