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
- 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
- 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
- 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
- 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
How to change your password
- In the upper right corner of the Mifos screen, click Your settings. A list of all current settings appears.
- Click Change password. The following screen appears:
- In the Old Password box, type your current password.
- In the New Password box, type the new password. It must be at least 6 characters long, letters and/or numbers. It cannot be longer than 20 characters.
- In the Confirm New Password box, type the new password again.
- Click Submit.