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:
- For All Users
Information about logging in and out, navigating, and generating reports in Mifos X. - For Administrators (Mifos X Platform)
Information for Mifos X administrators about setting up and configuring Mifos X for the specific needs of your organization. - 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:
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Clients-Groups-Centers Navigation Standard Reports Shipped in Mifos X |
| Expand | ||
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Initial System Set Up (configuration) Chart of Accounts and General Ledger Setup Templates (User-Generated Documents) Setting up and Configuring New Products |
Symbols Used in this Manual
The following symbols are used in this manual:
| Warning |
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This symbols indicates an error message. |
| Info |
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This symbol indicates information about the related operation. |
| Tip |
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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 | ||
| Portable Document Format | |||
| RD | Reoccurring Deposit | ||
| SMS | Short Message Service | ||
| SQL | 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. | ||
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| Portable Document Format | |||
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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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