The Organization menu contains links to twelve(12) pages. These pages are listed on the right side of this page. Each of these will help you set up and customize Mifos X to 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.
From the main screen, click on Admin then Organization from the drop down list.
It is from this screen that:
- Offices will be created and modified
- Holidays will be created and modified
- Employee profiles and system access will be created and modified
- Currency settings will be established
- Loan Funds will 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.
- Teller / Cashier Management enables managing Tellers/Cashiers - Cash allocation & settlement.
- Fund Mapping
- 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.