How to Use This Manual
- Laurie Wilmot (Unlicensed)
- Massabe Lydiane
- Sangamesh Nadagoudar
About the Manual
This manual provides instructions and information on Mifos X Platform. You can skip to any topic using the sidebar navigation panels, related articles at the end of the page, or hypertext links within the current topic.
The Mifos X Platform User Manual comprises three user guides:
- For All Users
Information about logging in and out, navigating, and generating reports in Mifos X. - For Administrators (Mifos X Platform)
Information for Mifos X administrators about setting up and configuring Mifos X for the specific needs of your organization. - For Operational Users (Mifos X Community App)
Information for day-to-day use for creating and managing account entries, transactions, and account products in Mifos X
Structure of the Manual
The structure of the Mifos X user guides is as follows:
Searching Accounting Transactions
Frequent Postings & Accounting Rules
- How to Create a Loan Account Application
- How to Make Repayments on a Client Loan Account
- Track Loan Performance History
- How to Approve a Loan Account Application
- How to Add a Charge to a Loan Account
- How to Modify a Loan Account Application
- How to Assign a Loan Officer
- How to Reject a Loan Account Application
- How to Withdraw a Loan Account Application
- How to Delete a Loan Account Application
- How to Add Collateral to a Loan Account
- How to Add / Remove / Modify a Guarantor to a Loan Account
- How to Manage Loan Account Disbursement
- How to Make Repayments on a Group Loan Account
- How to Make Repayments on a JLG Loan Account
- How to Waive Interest for a Loan Account
- How to Write-off a Loan Account
- How to Close a Loan Account as Rescheduled
- How to Close a Loan Account
- Making Prepay of the Loan
- How to Prepay a Loan Account
- How to Create Group Loan Account
- How to Process Bulk JLG Loan Application
Symbols Used in this Manual
The following symbols are used in this manual:
This symbols indicates an error message.
This symbol indicates information about the related operation.
This symbol indicates information that helps the user apply the procedure or information that suggests an alternative method to perform the task.
Abbreviations and Acronyms Used in this Manual
Abbreviation or Acronym | Description | ||
---|---|---|---|
APR | Annual Percentage Rate | ||
CSV | Comma Separated Values | ||
FORM | |||
GL | General Ledger | ||
HTML | Hypertext Markup Language | ||
HTTP | Hypertext Transfer Protocol | ||
ID | Identification | ||
JDBC | Java Database Connectivity | ||
JLG | Joint Liability Group | ||
JSON | JavaScript Object Notation | ||
MIX | Microfinance Information Exchange | ||
OLAP | Online Analytical Processing | ||
Portable Document Format | |||
RD | Reoccurring Deposit | ||
SMS | Short Message Service | ||
SQL | Structured Query Language | ||
URL | Uniform Resource Locator | ||
XBRL | Extensible Business Reporting Language | ||
XML | Extensible Markup Language |
Terms Used in this Manual
Term | Description | ||
---|---|---|---|
Accrual | The accumulation of interest/investments/payments/benefits over time. Also refers to expenses that haven't been invoiced yet, for which provisions are made at the end of a financial period. | ||
Audit trail | Chronological documentation that traces detailed transactions related to any item in accounting records. | ||
Cache | Memory that stores data so that future requests for that data can be served faster. | ||
Chart of accounts | A chart of accounts (COA) is a financial organizational tool that provides a complete listing of every account in an accounting system. An account is a unique record for each type of asset, liability, equity, revenue and expense. | ||
CSV | Comma Separated Values | ||
Fund | A fund is a source of money that is allocated for a specific purpose. | ||
Hook | |||
Loan | Lending of money from one entity to another, wherein the recipient incurs a debt and is liable to repay the principal amount along with additional interest. | ||
Nominal interest rate | Rate of interest before adjusting for inflation. | ||
Parent | |||
Portable Document Format | |||
Tag |
Where to Find Additional Help
If you have questions or need help, you can browse questions and answers on Mifos Connect, or ask your own question.
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