3/8/2018
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Mifos user manual
Introduction
Welcome to Mifos
How to set up Mifos
overview
How to use this manual
How to log in and log out
How to change your
password
How to navigate within
Mifos
Data entry
Administration tasks
How to set up MFI
operations: Overview
How to switch between
languages
How to create and view
the office structure
How to work with offices
How to work with roles,
permissions and system
users
How to define, change,
apply fees
How to apply
fees/charges
How to set up and
configure automatic late
penalties
How to work with funds
(define, view, assign)
How to work with user
checklists
How to work with
holidays
How to define accepted
payment types
How to view organization
settings
How to set rules for data
display
How to Suspend
Scheduled Batch Jobs
http://write.flossmanuals.net/mifos-user-manual/how-to-import-new-loan-accounts/
/chapter: How-To-Import-New-Loan-Accounts / Mifos user manual
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How to import new loans
accounts
Loan accounts import functionality enables users to automatically create in
Mifos a large number of loans using .xls file. First, you need to prepare .xls file,
using template (you can download it from here).
Following table explains the content of columns:
Field Explanation
Account Loan account global identification number must be unique, otherwise you wi
number see error during import.
Customer Number of customer must exist in the Mifos system.
Global ID
Product Name of loan product which will be used as a base for new loan account.
name Product must exist in the system.
Status Allowed values are:
name Canceled
Active in good standing
Active in bad standing
Approved
Closed Obligation Met
Closed Rescheduled
Closed Written OFF
Partial Application
Pending Approval
Values are not case-sensitive.
Cancel flag Explain the reason for canceling account.
reason
Allowed values are:
Withdraw
Other
Reversal
Rejected
Values are not case-sensitive.
Loan Loan amount must conform to loan product requirements and Mifos
amount restrictions on decimal values.
Interest Interest rate must conform to loan product requirements and Mifos
rate restrictions on decimal values.
No. of Number of installments must conform to loan product definition.
installments
Disbursal Default date format is: D.MM.YYYY where D is day, MM is month (always
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How to close month date two digits) and YYYY is year (always four digits).
Date must conform to loan product requirements, customer requirements an
How to use User
Mifos restrictions.
interface for Chart of
Accounts creation
Grace This column is mandatory only if loan products allows for grace period.
How to upload period Otherwise this column is ignored.
attachments
Source of Must conform to values defined in Mifos.
How to upload new logo fund
How to manage
products Purpose Must conform to values defined in Mifos.

How to set product rules Collateral Must conform to values defined in Mifos.
and attributes
Collateral Must conform to values defined in Mifos.
How to define new and
change existing loan
notes
products
External ID Must conform to values defined in Mifos.
How to manage the
product mix

How to view system

If your excel file is prepared, then you can start importing loan accounts.
information and manage
a Mifos shut down
1. Go to Administration page ("Admin").
How to define and
change new savings
products

How to sort client and 2. Click on link "Import Loans" link under ‘Manage Imports and Exports’ section.
loan fields

How to manage groups,

centers, and clients

Centers, groups, and

clients overview

How to create a new

center

How to create a new

group

How to create a new

client

How to use dashboard 3. System opens new page "Import Loans".

with metrics

How to import client data

How to change a meeting

schedule for a center

How to view and change

details of centers,
groups, and clients

How to change the status

of centers, groups, and
clients 4. Select document with loans data (XLS Document) and upload it to Mifos
How to view performance server.
history
5. System parses uploaded document and shows how many rows were
How to attach and collect
parsed successfully and which rows were not. Each row with errors has an
surveys
explanation.
How to link guarantor to
client

Loan accounts

Introduction to loan
accounts
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How to create a new loan

account

How to change the status

of (approve/close) loan
accounts

How to disburse a loan

How to manage loan

account details

How to import new loan

accounts

How to make
transactions for a loan
account

How to track loan

account history

How to manage Variable 6. Click "Save" button to save imported rows if any of them were parsed
Loan Installments successfully.
Savings accounts

Introduction to savings
accounts

How to create a new

savings account

How to change the status

of a savings account

How to manage savings

account details

How to import new

savings accounts

How to make
transactions for a savings
account

How to track savings

account history

Bulk transaction
processing

How to enter Collection

Sheet data

How to create multiple

loans (bulk loan creation)

How to import
transactions (M-PESA)

How to approve multiple

loans (bulk loan
approval)

How to import M-PESA

transactions using Kopo
Kopo

Reports

How to run Reports in

Mifos Business
Intelligence Suite
(Pentaho)

How to manage and run

BIRT reports

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How to manage
administrative documents

Question Groups and

PPI (formerly Surveys)

Introduction to question
groups

How to view and edit a

question

How to add a new

question

How to view and edit a

question group

How to add a new

question group

How to activate a
question group (PPI)

How to attach a question

group to a record

How to assign a question

group to a different stage
of a workflow

How to link questions

Accessing Mifos via

Mobile Devices

Mifos Android Client

Mobile Browser Interface

Appendix

Rules for how to

reschedule payment

How to calculate the EMI

Tips and Techniques

Glossary

Credits

New Group Loan

Account (New GLIM)

Introduction

How to create loan

product for new GLIM

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