The Organization menu contains links to 17 (seventeen) pages. These pages are listed on the right side of this page. Each of these will help you set up and customize Mifos X as per your organization's needs.
When getting started with Mifos X, please refer to the Initial System Setup page.
Want to learn more about navigation in Mifos X? See the General Navigation section of this manual.
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From the main screen, click on Admin then , then click on Organization from the drop down list.
It is from this screen that
The Organizations page allows you to do several operations (refer to the screenshot below):
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- Offices will can be created and modified
- Holidays will can be created and modified
- Employee profiles and system access will can be created and modified
- Currency will settings can be established
- Loan funds will Funds can be created (such as Kiva.org, Rotary Funds, donor funds - any funds the organization needs to track)
- Bulk Loan Reassignments can be made
- Standing Instructions History enables viewing of logged history of standing instructions.
Link to the "Children Pages"
- Teller / Cashier Management enables managing Tellers/Cashiers - Cash allocation & settlement.
- Fund Mapping enables the bulk entry screen for mapping fund sources to loans.
- Working Days can be defined here.
- Password preferences can be set for enforcing the usage of stronger password.
- Payment type can be managed here, i.e creating & modifying.
