Codes or drop-down values are instrumental parts of the Mifos X Community App. From this selection you can create new drop-downs and edit their values as well as edit the values for system-generated codes and drop-downs.
Navigate to Admin>>System>> click on Manage Codes
Once you click on Manage Codes, Mifos application will generate a list of all codes in the Mifos system for your organization.
One can search the required field by using the Filter by Name search bar at the top of the list. |
You may create additional codes in this area by following the steps:
2.Type the code name in the blank field
The system comes with the most commonly used codes. To add specific fields for your organization,
Code Name | Description |
---|---|
Address_type | This will appear in client screen, the address type may include permanent address, residential address, office address. |
Asset Account Tags | Asset account tags include cash, cash in bank, inventory and so on. The accounting staff will identify the required tags in pre-configuration planning |
Center Closure Reason | Lists the reason to close the center, this information appears in center screen. |
Client Classification | This will appear on the Create Client screen. The organization may add descriptors to define customer classes for reporting requirements. |
Client Closure Reason | List any reasons a customer may close an account. This information will appear on the Client Close screen. |
Client Type | This will appear on the Create Client screen. The organization may add descriptors to define customer classes for tracking and reporting purposes. |
Client reject reason | Lists the reason with respect to client rejection criteria, this will appear in client reject screen. |
Client sub status | Lists the reason which shows sub status of a client. |
Client withdraw reason | Lists the reason with respect to client withdraw, this will appear in client withdraw screen. |
Constitution | Shows the list of districts, this will appear in create client screen. |
Country | Shows the list of countries, this will appear in create client screen. |
Customer Identifier | This will appear on the Create Client screen. The organization will list all acceptable form of identification a customer can use. |
Equity Account Tags | This will appear as a "tag" on the Accounting/General Ledger screen when creating or editing an equity account. |
Expense Account Tags | This will appear as a "tag" on the Accounting/General Ledger screen when creating or editing an expense account. |
Gender | This will appear on the Create Client screen. The system provides male/female |
Group Closure Reason | This will appear on the Close Group screen. The organization may list the reasons accepted to close a group. |
Group Role | This will appear in the Group Create and Edit screens. This allows the organization to define roles such as "leader" or "trainer." |
Guarantor Relationship | This will appear in the New Loan screen. The organization will list the acceptable loan guarantors. |
Income Account Tags | This will appear as a "tag" on the Accounting/General Ledger screen when creating or editing an income account. |
Liability Account Tags | This will appear as a "tag" on the Accounting/General Ledger screen when creating or editing a liability account. |
Loan Collateral | This will appear in the New Loan screen. The organization will list the acceptable loan collateral. |
Loan Purpose | This will appear in the New Loan screen. The organization will list the acceptable loan purposes. |
Loan reschedule reason | Lists the reason for rescheduling the loan, it may include values like "repay after two months", "Change the repayment date" . |
Main Business Line | Lists the different business streams of the customer, this will appear in create client screen. |
Relationship Type | This will appear in the New Client screen. The organization will list the relationships used in the organization such as "spouse." |
State | Shows the list of states, this will appear in create client screen. |
Write Off Reasons | Lists the reason for closing the loans. |
Yes or No |
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