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MIFOS X CAPABILITIES OVERVIEW The One True Open Platform for Financial Inclusion.

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Presentation on theme: "MIFOS X CAPABILITIES OVERVIEW The One True Open Platform for Financial Inclusion."— Presentation transcript:

1 MIFOS X CAPABILITIES OVERVIEW The One True Open Platform for Financial Inclusion

2 2 Welcome Screen Shortcuts Search Menu

3 3 Keep track of client/group/center activity, details, and loan performance. Client Management

4 4 Client List Create a new client Client list Filters

5 5 Group List Create a new group Filters Group list

6 6 Center List Filters Center list Create a new center

7 7 Create Client Submit when done Client information

8 8 Create Group Group information Submit when done

9 9 Create Center Center information Submit when done

10 10 Error Messages Ce nte r info rm ati on Error messages will show up in a red font

11 11 Manage frequent postings, journal entries, closing entries, accounting rules, and accruals, and view a list of accounts. Accounting Functions

12 12 Accounting Main Page Accounting functions

13 13 Add Journal Entry Submit when done Entry info

14 14 Frequent Postings Posting info Submit when done

15 15 Search Journal Entries Filters Journal entry list Search by transaction

16 16 Create GL Account Submit when done GL Account Info

17 17 Chart of Accounts Account info Add an account Switch to tree view Filter results

18 18 Chart of Accounts (Tree View) Add an account Switch to list view Account tree

19 19 Financial Activity Mappings New mapping List of mappings

20 20 Add Financial Activity Mapping Mapping info Submit when done

21 21 Accounting Closures Create new closure List of closures Filter results

22 22 Create Closure Closure info Submit when done

23 23 Accounting Rules Add new rule List of rules

24 24 Create Accounting Rule Rule info Submit when done

25 25 Execute Periodic Accrual Accounting Enter accrual end date Run accrual

26 26 Reports Manage clients, funds, accounting, loans, savings, and XBRL reports.

27 27 All Reports List of reports with type and category Filter results

28 28 Clients Reports Filter results List of reports with type

29 29 Funds Reports Filter results List of reports with type

30 30 Accounting Reports Filter results List of reports with type

31 31 Loans Reports Filter results List of reports with type

32 32 Savings Reports Filter results List of reports with type

33 33 XBRL Reports List of reports Report type

34 34 Manage users, organization, system, products, and templates. Admin Functions 1

35 35 Users Create new user List of users with and office Filter results

36 36 User Example User info Edit, delete, or change user password

37 37 Create User User info Submit when done

38 38 Organization Organization functions

39 39 Manage Offices Switch to tree view Filter results List of offices with parent office and opening date

40 40 Manage Holidays Select office Filter results List of holidays with dates and status

41 41 Manage Employees Filter results List of employees with role, office and status

42 42 Standing Instructions History Search info Initialize search when done

43 43 Currency Configuration List of currencies and codes

44 44 Manage Funds New fund info

45 45 Bulk Loan Reassignment Bulk loan info with groups and clients Submit when done

46 46 System System functions

47 47 Manage Data Tables Filter results List of data tables with associations

48 48 Manage Codes Filter results List of codes and whether they are system defined

49 49 Manage Roles and Permissions List of roles with descriptions

50 50 Configure Maker Checker Tasks List of tasks with status Task type

51 51 Manage Hooks Filter results List of hooks with status

52 52 Audit Trails Search by user List of audits Export CSV

53 53 Manage Reports Filter results List of reports with type, subtype, category, and status

54 54 Manage Scheduler Jobs List of jobs with status Refresh

55 55 Global Configurations Filter results List of configurations with status and value

56 56 Products Product functions

57 57 Loan Products Filter results List of products with short name, expiry date, and status

58 58 Saving Products Filter results List of products with short name

59 59 Charges Filter results List of products with application, penalty, and status

60 60 Products Mix List of products

61 61 Fixed Deposit Products Filter results List of products Create fixed deposit product

62 62 Recurring Deposit Products Filter results List of products Create recurring deposit product

63 63 Templates Filter results List of templates

64 64 Thanks for your attention, and good luck!


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