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MIFOS X CAPABILITIES OVERVIEW The One True Open Platform for Financial Inclusion
2 Welcome Screen Shortcuts Search Menu
3 Keep track of client/group/center activity, details, and loan performance. Client Management
4 Client List Create a new client Client list Filters
5 Group List Create a new group Filters Group list
6 Center List Filters Center list Create a new center
7 Create Client Submit when done Client information
8 Create Group Group information Submit when done
9 Create Center Center information Submit when done
10 Error Messages Ce nte r info rm ati on Error messages will show up in a red font
11 Manage frequent postings, journal entries, closing entries, accounting rules, and accruals, and view a list of accounts. Accounting Functions
12 Accounting Main Page Accounting functions
13 Add Journal Entry Submit when done Entry info
14 Frequent Postings Posting info Submit when done
15 Search Journal Entries Filters Journal entry list Search by transaction
16 Create GL Account Submit when done GL Account Info
17 Chart of Accounts Account info Add an account Switch to tree view Filter results
18 Chart of Accounts (Tree View) Add an account Switch to list view Account tree
19 Financial Activity Mappings New mapping List of mappings
20 Add Financial Activity Mapping Mapping info Submit when done
21 Accounting Closures Create new closure List of closures Filter results
22 Create Closure Closure info Submit when done
23 Accounting Rules Add new rule List of rules
24 Create Accounting Rule Rule info Submit when done
25 Execute Periodic Accrual Accounting Enter accrual end date Run accrual
26 Reports Manage clients, funds, accounting, loans, savings, and XBRL reports.
27 All Reports List of reports with type and category Filter results
28 Clients Reports Filter results List of reports with type
29 Funds Reports Filter results List of reports with type
30 Accounting Reports Filter results List of reports with type
31 Loans Reports Filter results List of reports with type
32 Savings Reports Filter results List of reports with type
33 XBRL Reports List of reports Report type
34 Manage users, organization, system, products, and templates. Admin Functions 1
35 Users Create new user List of users with email and office Filter results
36 User Example User info Edit, delete, or change user password
37 Create User User info Submit when done
38 Organization Organization functions
39 Manage Offices Switch to tree view Filter results List of offices with parent office and opening date
40 Manage Holidays Select office Filter results List of holidays with dates and status
41 Manage Employees Filter results List of employees with role, office and status
42 Standing Instructions History Search info Initialize search when done
43 Currency Configuration List of currencies and codes
44 Manage Funds New fund info
45 Bulk Loan Reassignment Bulk loan info with groups and clients Submit when done
46 System System functions
47 Manage Data Tables Filter results List of data tables with associations
48 Manage Codes Filter results List of codes and whether they are system defined
49 Manage Roles and Permissions List of roles with descriptions
50 Configure Maker Checker Tasks List of tasks with status Task type
51 Manage Hooks Filter results List of hooks with status
52 Audit Trails Search by user List of audits Export CSV
53 Manage Reports Filter results List of reports with type, subtype, category, and status
54 Manage Scheduler Jobs List of jobs with status Refresh
55 Global Configurations Filter results List of configurations with status and value
56 Products Product functions
57 Loan Products Filter results List of products with short name, expiry date, and status
58 Saving Products Filter results List of products with short name
59 Charges Filter results List of products with application, penalty, and status
60 Products Mix List of products
61 Fixed Deposit Products Filter results List of products Create fixed deposit product
62 Recurring Deposit Products Filter results List of products Create recurring deposit product
63 Templates Filter results List of templates
64 Thanks for your attention, and good luck!
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