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This section assumes that the Mifos Community App has been successfully downloaded and installed on the local device. Once that is accomplished the next step is to customize Mifos for your organization’s needs and approach. This can be done using drop-down menus found along the top of the home screen. Of course, first follow the steps to log-in:

  1. Type username:  Type your <Username>
  2. Type password:  Type your <Password>
  3. Click Sign In.

 Tip: Need help downloading and/or installing the Mifos Community App? Please see the Installation section of this manual.

 

 

 

On this page:

Related pages:

DBH - THIS SECTION FROM CRAIG EDIT AND PLACE IN ORDER


Mifos Menu

A great place to start customization - there are several basic options under this drop down menu, which is found at the top-right of the screen.

  • Help – Launches a list of keyboard shortcuts
  • Profile – Displays your User Profile which includes:
    • User ID, User Name, Office, Status
    • Role and Description
    • View Permissions link (View Role)
      • As “Super User” you may Add Role
  • Settings – Launches User Setting
    • Select your language from the drop-down menu (default is English)
    • Select your Date Format from the drop-down menu
  • Log Out

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. 1.     Click the blue Create Data table button at the top-right of the screen.
  2. 2.     Complete the information:
    1. a.     Data table Name
    2. b.     Application table name – drop down
    3. c.     Multi-row – button
    4. d.     Add Columns
    5. e.     Select Column type – drop down, dependant on Adding Columns
  3. 3.     Click Submit.

-        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. 1.     Click the blue Add Code button at the top-right of the screen
  2. 2.     Type the code name in the blank field
  3. 3.     Click Submit

Manage 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. 1.     Click the blue Create Report button at the top-right of the screen.
  2. 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

Organization

Section Intro

Manage Offices

Add new office or modify or deactivate office or modify office hierarchy

>Admin >Organization >Manage Offices

a)     View Offices

-        Provides a list of your organizations office locations

-        Office details can be viewed, edited and deleted

-        Click the blue Tree View button at the top-right of the screen to view offices in terms of organizational structure.

b)     Add Office

-        Offices can be added into the system

  1. Click the blue Create Office button at the top-right of the screen
  2. Fill in the following data:
  • Office Name
  • Select the Parent Office from the drop down menu
  • Opened on date
  • External ID
  1. Click Submit

Manage Holidays

Define holidays for office

>Admin >Organization >Manage Holidays

a)     View Holidays

-        Provides a list of holidays currently set up in the system

b)     Add Holidays

-        Holidays can be added here

  1. Click the blue Create Holiday button at the top-right of the screen
  2. Fill in the following data:
  • Name
  • From date
  • To Date
  • Repayment scheduled to
  • Description
  1. Select the offices the holiday applies to
  • By clicking the small ‘+’ sign beside Applicable Offices to open the list of offices


Manage Employees

An employee represents loan officers with no access to systems

>Admin >Organization >Manage Employees

a)     View Employees

-        Provides a list of employees of the organization

-        Displays if person is a loan officer

-        Employees can be deleted at this screen

  • Process

b)     Add Employees

-        Users can be added to a particular office

  1. Click the blue Create Employee button at the top-right of the screen.
  2. Fill in the following data:
  • Select an Office from the drop down menu
  • First name
  • Last name
  • Is this employee a Loan officer?
  1. Click Submit

Currency Configuration

Currencies available across organization for different products

>Admin >Organization >Currency Configuration

The currencies chosen here will are used for all of your organizations interactions within the Mifos system. Currently selected currencies are displayed, along with their currency code.

-        From this screen you may add/edit or delete currencies, just follow the steps:

  1. 1.     Click the blue Add/Edit button at the top-right of the screen
  2. 2.     Click the blue ‘x’ at the right of any currency to remove it
  3. 3.     Type the currency you would like to add in the New Currency field. Mifos will filter the matches as you type.
  4. 4.     Click the blue ‘+’ at the right of the field to add the selected currency
  5. 5.     Click Submit when all changes are correct


 

Manage Funds

Funds are associated with loans

>Admin >Organization >Manage Funds

a)     View Funds

  • Provides a list of funds used in lending

b)     Add Funds

  • Loan funding sources are added
  • Any fund that requires tracking may be set up as a fund name. You may add a fund by:
  1. 1.     Type the name of the Fund in the New Fund field
  2. 2.     Click the blue ‘+’ sign at the right of the field
  • Please see the Lending section of the manual for more details.

Bulk Loan Assignment

Easy way to reassign all loans from one Loan Officer (LO) to another LO

>Admin >Organization >Bulk Loan Assignment

-        Allows all loans assigned to one loan officer to be reassigned to another loan officer.

  1. 1.     Select an Office from the drop down menu
  2. 2.     Select an Assignment Date by clicking on the field – this will launch a calendar from which you may select the date of choice
  3. 3.     Select the current loan officer from the From Loan Officer drop down list
  4. 4.     Select the new loan officer from the To Loan Officer drop down list
  5. 5.     Click Submit                         


 

User Setup

 In this section of the manual you will how to add/delete and modify your organization’s users. These are people with system access working at the offices within your organization. They are subject to different restrictions based on the roles assigned to them (by the system administrator).

>Admin >Users

A list of users created within your organization will be generated in a chart. Information included in the chart will be:

  • First Name
  • Last name
  • Email
  • Office

Tip: User the Filter by Name feature at the top of the screen to save time scrolling. Just begin typing the name you are looking for and Mifos X will narrow the search.

View User Applications

>Admin >Users >User Name

-        Click on a user in the chart to open their profile

-        Additional information will be displayed

  • Login Name
  • Roles

-        Available options at this screen are:

  • Edit user
  • Delete user
  • Change password

Create an Application User

>Admin >Users >Create User

-        Access this option by clicking on the blue Create User button at the top-right of the Users screen

-        Mifos will then prompt you to fill in a series of fields and define this user’s office and roles:

  • Username
  • First Name
  • Last Name
  • Email
  • Auto-generate Password (may be de-activated)
  • Office (Drop-down menu)
  • Select Roles (Multi-select menu)

-        Click Submit (or Cancel).

Add/Remove Role for User

>Admin >Users >User name >Edit

  1. Navigate to the View Users chart.
  • Not sure how, please see the View User Applications section of this wiki.
  1. Select the User you wish to edit by hovering over them in the chart and clicking.
  • This will open that user’s profile.
  1. Click the blue Edit button at the top-right of the page.
  2. Select the appropriate roles for this user in the multi-select box at the bottom of the page.
  • You may select more than one role by pressing the Ctrl key will clicking.
  1. Click Submit.

Delete User

>Admin >Users >User name >Delete

  1. Navigate to the View Users chart.
  • Not sure how, please see the View User Applications section of this wiki.
  1. Select the User you wish to edit by hovering over them in the chart and clicking.
  • This will open that user’s profile.
  1. Click the blue Delete button at the top-right of the screen.
  2. Click Confirm.

Transfer User Account from one Office to Another

>Admin >Users >User name >Edit

  1. Navigate to the View Users chart.
  • Not sure how, please see the View User Applications section of this wiki.
  1. Select the User you wish to edit by hovering over them in the chart and clicking.
  • This will open that user’s profile.
  1. Click the blue Edit button at the top-right of the page.
  2. Using the Office drop-down menu select the appropriate office for the user.
  3. Click Submit.

 

 

 

 

 

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

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. 1.     Click the blue Create Template button at the top-right of the screen
  2. 2.     Select the Entity from the drop down menu – Client or Loan
  3. 3.     Select the Type from the drop down menu – only Document available
  4. 4.     Name the Template in the field provided
  5. 5.     Fill in the Template details and styles in the provided space
  6. 6.     Click Submit

Associated Workflows

Available Actions

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