Follow this link to the Sign In Page.
NOTE: The initial username and password will be changed in system set up. The default username and password is Super User to allow for full system set up.
Across the top are the navigation drop downs. The Mifos logo will return the user to the Welcome Page from anywhere in the system. Overview:-
The next step in configuration is to set up your organization. Begin at the main screen, click on Admin then select Organization.
Follow this link to the Manage Offices page.
Review the information entered and if it is all correct, click on the Submit button. The head office is now created.
If your organization has multiple offices, return to the Admin/Organization/Manage Office's screen and select +Create Office. In this example, we use the name "Branch Office". You will enter the name that best describes your additional office name.
NOTE: It is best to set up your head office first. Then set up any regional offices. Finally set up the individual branch offices taking care to link them to the correct regional or Parent office.
Currency Configuration - Return to the Admin/Organization Screen.
Select Currency Configuration. Click on the +Add/Edit button. Enter your local currency, then press Submit.
Return to the Admin/Organization screen and Select Manage Holidays.
If the holiday affects the entire organization, select Head Office in the drop down menu located on the left top screen. If the holiday being created affects only one office, select that office name, which we have described as "branch office" here. Click on the +Create Holiday button. Next, fill in the dates of the holiday, name of the holiday, along with brief description.
Take note that the fields with asterisk (*) are required.
Expand the box next to Applicable office. The full list of offices will display. Click on each office affected by the holiday.
Review the information for accuracy, then click on Submit.
The Holiday will go into a "Pending for activation" status. An authorized user must review the holiday and activate it in the system.
Return to the Admin/Organization Screen and select Manage Employees -
Click the blue Create Employee button at the top-right of the page to create a new employee.
Take note that the fields with asterisk (*) are required.
Return to the Admin/Organization Screen and select Working Days.
Now working days can be defined from front-end and it's easy to use. By just checking the check box to specify as working day & Un-checking the box to specify as a non working day. Click on Submit.
In the example on the image below: Monday, Tuesday, Wednesday, Thursday, Friday, Saturday are Working days & Sunday (Un-checked box) is a Non-working day.
Other Organization features will be used later in system set up and use.
Return to the Admin/System Screen and select Manage Data Tables (Optional - For capturing additional details)
Mifos X data-table allows the user to add custom fields in addition to the built-in fields to a client profile, loan/saving account, group, center or a office. When creating a set of custom fields (i.e, data-table), you can set multi-row option to capture multiple instance of data. And custom field supports 6 data types (String, Number, Decimal, Date, Text and Drop down). Review the system provided data tables then, using your Pre-Configuration Guide, create additional fields in this area.
Select "Create Data table"
The Application table name field will provide a drop down of system functions the data table will affect. For example, if you are adding fields that will impact the Client level, click on Client.
Add Columns, enter name, from drop down select type (DBH - write this properly & tie in to pre config guide)
Return to the Admin/System Screen, then select Manage Codes - For defining system codes for examples - Payment types, Collateral, etc.
Codes are mostly system defined which means the code itself comes out of the box and cannot be modified. However, its code values can be. e.g. 'Customer Identifier', it defaults to a code value of "Passport" but could be "Drivers License", "National Id" or any other ID acceptable to your organization.
Review the list of system defined codes, then edit as needed for your operations. For more information on code configuration, see Manage Codes.
Return to the Admin/System Screen, then select Manage Roles and Permissions
Using the Pre-Configuration Guide, proceed through each function and click on the system privileges allowed by the position. It is important to take care when setting up User Roles as these will be used when setting up each individual employee.
In this example, an Operations Manager will be allowed to allocate cashier cash, create teller, etc. They will not be able to do any other loan transactions.
Return to the Admin Screen and select Users
Select Create User, add the user's details and submit.
Return to the Admin/System Screen, then select Configure Maker-Checker Tasks (Optional)
Mifos X Maker Checker functionality allows a financial institution to define transactions as having a maker and a checker phase. One user enters, deletes or changes data. Then, another user that has "Checker" rights for that transaction can inspect and approve the data. By default, Maker Checker functionality is disabled. See Update Global Configuration to enable/disable Maker Checker functionality at a global level.
Additionally, Maker Checker functionality for each transaction (permission) is disabled by default. see Enable/Disable Permissions for Maker Checker to enable/disable Maker Checker functionality at a transaction (permission) level.
Finally, to give checking rights to a user (via a role associated with the user) see Update a Role's Permissions.
Return to the Admin/System page, then select Configuration.
Global configuration related to set of supported enable/disable configurations:
IMPORTANT - If you want to enable Accounting module, please set-up Accounting before moving to the next step. If you don't want to setup Accounting module you could skip this step.
To access the Accounting menu and the options within, click on the Accounting button on the top of the screen:
To Enable Accounting Module you need to follow the mandatory step by step instructions below before you do any transaction:-
Step 1) Create chart of accounts - Chart of Accounts - General Ledger Setup.
Step 2) Map opening balance contra account in - Accounts linked to Financial Activities
Step 3) Pass opening balance entries - Migrate opening balances(Office wise)
Step 4) Map your products with respective accounts - Once the Products are defined, come back to this section and follow the steps.
Go to Admin>>Products Screen and select Charges
In order to attach charges to products, you need to define charges at this point. Later at the time of defining product, you could add charges by just selecting it from drop-down.
To create charge, please refer link:- Charges
Go to Admin>>Products.
Products are set up once and are then available to qualifying clients (individuals, groups, and centers).
To define Products click on respective mentioned links below:
Return to the Admin/Organization Screen and select Manage Funds.
If your organization has funds that are to be used for specific lending purposes, the names are defined here. In the example below the new fund "Rotary Internal Agriculture Loan 2014" has been entered into the "New Fund" field. Loans that are made to customer that fall into this category will link to the fund to enable the organization to properly monitor fund use and to provide reports. After the fund name has been entered, click on the "+" to add the fund to the list.
Return to the Admin/System Screen, then select Manage Reports
There are numerous reports within the Mifos X system. Many are core reports that are pre-installed for your organization. Existing reports can be customized and new reports written. For details regarding report generation, see the Manage Reports section.