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
Untitled whiteboard (1)
Untitled whiteboard (2)
Mobile
To help you on your way, we've inserted some of our favourite macros on this home page. As you start creating pages, adding news items and commenting you'll see the macros below fill up with all the activity in your space.