Welcome to Your User Tools
Table of Contents
Getting started
Installing Mifos X
- Mifos X Installation on Windows
- Mifos X Installation on Linux - Ubuntu Server
- Mifos X Installation on Cloud
- Mifos X Automated Installation on Debian/Ubuntu
- Mifos X 21.07 Installation Guide (with Pentaho plugin)
- Mifos X 23.12.31 Installation Guide (for Windows 11 & Ubuntu 22.04 Lts)
- Mifos X 24.04.30 - Installation Guide (for Windows 11 & Ubuntu 24.04 Lts)
- Mifos X 24.12.24 - Installation Guide (for Windows 11 & Ubuntu 24.04 Lts)
- Mifos X 25.03.22 - Installation Guide (for Windows 11 & Ubuntu 24.04 Lts)
Deployment Toolkit
- Project Management
- Staff Resource Requirements
- Assessment and Planning
- Operational Review and Configuration
- UAT, Training and Rollout
- Pilot and Rollout
- Post-Deployment Planning
Business Sales Resources for Deployment Partners
User Manual
- How to Use This Manual
- For All Users
- For Administrators (Mifos X Platform)
- For Operational Users (Mifos X Web App)
- Others - mifos dropdown
- Data Import Tool
- Glossary of Terms
- Index
- Reporting Documentation
- Mobile Money Tool
- Online Banking App 2.0 User Manual
How-To Articles & FAQ
- How to collect disbursement fee from savings account and disburse loan amount to savings account
- Debugging issues on browser
- Setting java opts
- Database - backing up and restoring it on Amazon EC2
- Compatible Software
- How to Setup New Trail Instance
- Configure Operational Structure of Group Methodologies
- Using REST client for passing api requests
- Mifos X Database Backup and Restore
File lists
Mifos Android Client User Guide
- Data Tables
- Login/Logout
- Search & View Client, Group, Account Details
- Syncing Offline
- View Accounts of a Client
- View Client List
- Working with Center Lists
- Working with Collection Sheets
- Working with Documents/Identifiers
- Working with Loan Accounts
- Working with Savings Accounts
Client Impact Portal User Guide
- Home page
- Login to impact portal
- Impact Portal Clients Page
- Configuration
- Client Impact Portal Loans Page
- Client Impact Portal Savings Page
- Adding new datapoint to Mifos X backend
Training Slides
Technology Readiness Resource Center
- Requirements Gathering
- Business Process Management
- ROI Measurement and Analysis
- IT Strategy
- Project Management Tools
Upgradation of Mifos
- Failed Upgrade Tips Mifos X
- Up-gradation of Mifos X on windows
- Upgrading to Mifos X 16.06.01 on Ubuntu
Operational End-User Procedure Samples
- Organization's Product & Services Overview
- Eligibility for Membership (Co-Operatives)
- Know Your Customer
- Create Savings Account
- Teller/Cashier Procedures
- Loan Overview
- Loan Application Process
- Loan Processing Procedure
- Loan Approval Procedures
- Loan Collections/Late Pay Procedures
- Loan Charge Off Procedures
- Operational Form Samples for the Financial Institution
Operational Policy Samples for Financial Institutions
- General Policy
- Board of Directors Policy
- Employee Code of Conduct
- Products & Services
- Loan Policy
- Loan Modification Policy
- Foreclosure Policy
- Asset Liability Management Policy
- Investment Policy
- Information Technology (IT) Policy
- Personnel Policy
- Employee & Volunteer Expense Policy
- Integrated ALM & Investment Policy
Product requirements
Installation of Mifos X through github
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Mobile
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