Table of Contents
- How to Use This Manual
- For All Users
- 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 - using a twilio account
- Daily Teller Cash Management
- Entity Data Table Checks
- System
- 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 Instalments
- 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
- Loan Product Fields
- Product Mix
- Savings Products
- Fixed Deposit Products
- Charges
- Floating Rate
- Recurring Deposit
- Interest Calculations for Deposit Products
- Overdraft Product
- Share products
- Manage Tax configuration
- Loan Products
- Templates
- mifos dropdown
- Clients, Groups and Centers
- Accounting
- Configure Notifications
- For Operational Users (Mifos X Web App)
- Accounting operations
- Accounts and Transactions
- Saving Accounts
- 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
- 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
- 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
- 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:
- Mifos X Saving Accounts
- Overdraft account
- Loan Accounts
- How to Create a Loan Account Application
- 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?
- Cash Transaction Processing
- Share Accounts
- Checker Inbox & Tasks
- Side Bar - Features
- Others - mifos dropdown
- Data Import Tool
- Glossary of Terms
- Index
- Reporting Documentation
- Mobile Money Tool
- Online Banking App 2.0 User Manual
(Draft) - Are the drafted(Not-completed) documents