How to Use This Manual

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:

  1. For All Users
    Information about logging in and out, navigating, and generating reports in Mifos X.
  2. For Administrators (Mifos X Platform)
    Information for Mifos X administrators about setting up and configuring Mifos X for the specific needs of your organization.    
  3. 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: 

 For Mifos X Community App Operational Users

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 AcronymDescription
APR

Annual Percentage Rate

CSVComma Separated Values
FORM
GLGeneral Ledger
HTMLHypertext Markup Language
HTTPHypertext Transfer Protocol
IDIdentification
JDBCJava Database Connectivity
JLGJoint Liability Group
JSONJavaScript Object Notation
MIXMicrofinance Information Exchange
OLAPOnline Analytical Processing
PDFPortable Document Format
RDReoccurring Deposit
SMSShort Message Service
SQLStructured Query Language
URLUniform Resource Locator
XBRLExtensible Business Reporting Language
XMLExtensible Markup Language

Terms Used in this Manual

TermDescription
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.

CacheMemory that stores data so that future requests for that data can be served faster.
Chart of accountsA 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.
CSVComma Separated Values
FundA fund is a source of money that is allocated for a specific purpose.
Hook
LoanLending 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 rateRate of interest before adjusting for inflation.
Parent
PDFPortable 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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