3/7/2018 /chapter: Welcome-To-Mifos / Mifos user manual

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Mifos user manual

Introduction

Welcome to Mifos
Welcome to Mifos
How to set up Mifos Important: Before reading this document, you must read the and configure your
overview Mifos (Microfinance Open Source) system. Many of the choices you make within
How to use this Mifos depend on your configuration decisions, and some options may not appear
manual or may be unavailable to you, based on the configuration.

How to log in and log Mifos is a management information system (MIS) that can be accessed over a
out
network using a web browser. It is designed to give microfinance institutions (MFIs)
How to change your a way to create and maintain their structure, get information quickly about their
password operations and their clients, and grow easily. We assume that users of this manual
are familiar with the purpose of microfinance (starting with helping people out of
How to navigate within
Mifos poverty by basing loans on ability to repay, not just collateral) and the practices of
at least one MFI, such as loans to groups, client training in business and banking,
Data entry and specific loan and savings account types.
Administration tasks
This user manual applies to the current release, Mifos 2.4. It's an update of our
How to set up MFI previous user manual (.doc) covering 1.0 functionality To see new features and
operations: Overview functionality covered by the scope of this new manual please see our features
added since 1.0 on our download page.
How to switch between
languages
With Mifos, you can do the following things:
How to create and
view the office Set up microfinance institution (MFI) operations from scratch
structure Maintain an MFI someone else created
Change settings for your MFI
How to work with
offices Create and maintain a hierarchy of regions, branches, and centers within your MFI
Create roles and assign permissions required by users at your MFI to work on
How to work with Mifos
roles, permissions and
Create users (such as loan officers) who can work with your MFI
system users
Create groups and register clients who will receive MFI services
How to define, change, Create (and change) loan products
apply fees Create (and change) savings products
How to apply Create and maintain loan accounts
fees/charges Pay out (disburse) loans
Collect repayments on loans
How to set up and
Collect and keep records for all fees paid
configure automatic
late penalties Create and maintain savings accounts
Collect deposits and pay withdrawals for savings accounts
How to work with Upload and create reports about MFI activity
funds (define, view,
assign) Before reading the rest of this manual, be sure to read How to use this manual
How to work with user
checklists
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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

How to close month

How to use User

interface for Chart of
Accounts creation

How to upload
attachments

How to upload new

logo

How to manage
products

How to set product

rules and attributes

How to define new and

change existing loan
products

How to manage the

product mix

How to view system

information and
manage a Mifos shut
down

How to define and

change new savings
products

How to sort client and

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

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How to use dashboard

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

How to view
performance history

How to attach and

collect surveys

How to link guarantor

to client

Loan accounts

Introduction to loan
accounts

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 Loan
Installments

Savings accounts

Introduction to savings
accounts

How to create a new

savings account

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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

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

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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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