DBH - THIS SECTION FROM CRAIG EDIT AND PLACE IN ORDER
System Setup
In this section of the manual you can learn to customize the Mifos system to suit your company’s needs.
Manage Data Tables
Add new extra fields to any entity in the form of data table.
> Admin >System >Manage Data tables
a) View additional tables
- No info available until data tables have been created
b) Create Data Table
1. Click the blue Create Data tablebutton at the top-right of the screen.- a. Data table Name
- b. Application table name – drop down
- c. Multi-row – button
- d. Add Columns
- e. Select Column type – drop down, dependant on Adding Columns
- Used to define in the system for: Client, Group, Center, Loan, Office, Savings Accounts
- Build examples/screenshots of this is done – Process
c) Register Data Table
- Click Save to complete the creation process
Manage Codes (Drop-downs)
Codes are used to define drop down values.
>Admin >System >Manage Codes
a) View Code
- Mifos provides a list of standard system codes
- Can be customized to terms used by your organization
- Information provided here will appear in the drop-down menus in the system
- Adjust the numbers to reflect the desired order for the menu
b) Add Code
- You may create additional codes in this area by following the steps:
1. Click the blue Add Codebutton at the top-right of the screenManage Roles and Permissions
Define or modify roles and associated permissions.
>Admin >System >Manage roles and Permissions.
a) Each user in the system can be assigned roles. Roles determine the level of system access a user has
b) View Permissions
- Mifos downloads with all permissions allowed
- Un-check the appropriate box the remove permissions
Maker-Checker
>Admin >System >Configure Maker Checker Tasks
a) Description
- The “maker-checker” principle requires all tasks be completed by two people to reduce the chance of errors and misuse.
- One person initiates the process and a second completes it
- Mifos provides a “best-practice” standard with download. Make changes to it in this section.
b) Setup/Process
Audit Trails
Audit logs of all the activities, such as create client, disburse loans etc.
>Admin >System >Audit Trails
Manage Reports
Add new report and classify reports
>Admin >System >Manage Reports
a) View Reports
- Standard reports provided by Mifos
- List
b) Add Report
- 1. Click the blue Create Report button at the top-right of the screen.
- 2. Fill in the following data:
i. Report Details
- Report name
- Report type
- Report sub-type
- Report category
- Description
ii. SQL
iii. Report parameters
- Select allowed parameters from the drop down menu and click the blue Add button
iv. Click Submit
Scheduler Jobs
Schedule a job, modify or delete jobs
>Admin >System >Scheduler Jobs
- Description
- Processes
Configurations
Global configurations and cache settings
>Admin >System >Configurations
- Description
- Processes
General Ledger Setup
Associated Workflows
Available Actions
1. Overview of General Ledger Accounts
- How to Create a General Ledger Account
- Account Types
- List
- Account Usage
- Detail
- Header
- Account Tags
- List
- Account Types
2. Setup Chart of Accounts
>Accounting >Chart of Accounts
- Add Account
- Tree View
3. Create your Header Accounts
4. Create your Detail Accounts
5. Edit existing General Ledger Chart of Accounts
6. Import a Chart of Accounts
Templates (User Created Documents)
>Admin >Templates
a) View templates
- A list of current templates displayed
- Click on each template to see it’s details
- Once selected you may edit or delete the template
b) Create template
- 1. Click the blue Create Template button at the top-right of the screen
- 2. Select the Entity from the drop down menu – Client or Loan
- 3. Select the Type from the drop down menu – only Document available
- 4. Name the Template in the field provided
- 5. Fill in the Template details and styles in the provided space
- 6. Click Submit
Associated Workflows
Available ActionsAdministration is a drop-down menu that can be accessed from anywhere within the Mifos system. It is a home to several options which allow you to customize the Mifos experience to the needs of your organization.
Tip: When beginning to use Mifos X, please refer to the Initial System Setup and General Navigation sections of this manual for guidance.
To access the Administration menu and the options within, click on the Admin button on the top of the screen:
This will open a drop-down menu below which allows you to select one of the five Administration options by clicking your choice. Under this menu, you can find the following menu options:
Create, edit and organize user profiles for the Mifos X system.
Access the Organization menu.
Access the System menu.
Access the Products menu.
Create, edit and organize templates for the Mifos system.
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