1. User training – Getting started with Mifos X
Wednesday, March 11 • 14: :00

2. Configuring an Organization Branches / Officers Staff Dropdown values
AGENDA
Overview of Mifos X
Configuring an Organization
Branches / Officers
Staff
Dropdown values
Data tables
Global Configurations
Roles and Permissions
Client management
Capturing additional information
Documents for KYC

3. Mifos X overview
Mifos X Overview
Mifos X is the next generation of Mifos, which is lead by Mifos Initative. Redesigned and built around an API-centric, cloud-based software architecture, the Mifos X Platform is a modern, solving the challenges of core banking systems that are too expensive, too complicated or that have no local support.
Mifos X can be deployed in any environment: cloud or on-premise, on or offline, mobile or PC; it’s extensible enough to support any organizational type or delivery channel, and flexible enough to support any product, service, or methodology. For any organization, big or small, it will provide client data management, loan and savings portfolio management, integrated real time accounting and social and financial reporting needed to bring digital financial services in a modern connected world.  The platform is completely open via the Mozilla Public License 2.0.

4. Mifos X overview cont.. Client Management
Unlimited Individual Patrons (Members)
Unlimited Group Patrons
Patron Approval Process
Patron Closure & Blacklists
Branch Management
Center Management
Duplicate Patron Verification
New Patron Approval Process
Document Attachement (photos, applications. ID)
Multi Language
Multi Currency
Financial Services Product Management
Savings (share) Accounts
Current (checking/share draft) Accounts
Term Deposit Accounts
Collateral Loans
Savings Secured Loans
Agriculture Loans
Open End/Top Up/Line of Credit Loans
Incremental Disbursement Loans
Village/Group Lending
Solidarity Group Lending
Loan Approval Process
Mobile Delivery and Transaction Management
Mobile Field Operations Via Tablet or Smartphone
Transaction Network Interface
Store and Forward Capability
Support
Bulk Loan Assignment
Bulk Collections Assignment
Open API For Easy Customization
Business Management
Chart of Accounts Management
Accrual Accounting
Statement Generation
Cash Management
Social Performance Tracking
Customizable User Permissions
Customizable Fields
Detailed Audit Trail
Profit & Loss Statement
Trial Balance
Book Closures

5. Currency configuration
Mifos Usage - Configuring an Organization
Currency configuration
Mifos X supports multiple currencies which can be applied to various products.
Admin>>Organisation>>Currency Configuration>>Add “Currency name”>>Submit
Offices
By default Head office (Edited) will be the Top Office (Parent) under which other offices (Sub offices) can be defined, depending upon the organisation structure.
Admin>>Organisation>> Manage Offices >>Create New Office & select parent office>>Submit
Role
Input the Role name, with the description.
User>>Add Role>> Input Role name >> Input Description >> save.
Permission
Once the Role is created, click on the edit button in permission page and grant the permissions.
User>> View Role (on created) >> Permissions – Check the desired Check boxes to grant the permissions >> save.

6. Mifos Usage - Configuring an Organization
User
A User is to authorize the person with respect to the assigned Roles & granting with those specified permissions to carry out the Mifos X activities. Auto Generates password and sends automatically to the provided or Password can be entered manually.
User>>Add User>>Input User Name >> Input First name >> Input Last name >> Input ID >> Check the check box if to Auto Generate Password to provided ID otherwise to manually create password >> Select the Office >> Select Role from “Add available roles” >>Save.
Employees
Employee are the staffs of the organisation, which can be added by selecting their associated office & entering the employee details. If the provided Employee is Loan officer then should check the check box. If the Loan officer is under Head Office then he can be associated to sub offices as well.
Admin>>Organization>>Manage Employees>>Create Employee>>Submit
Global Configuration
Enabling & Disabling can be done for maker checker, amazon s3, Holiday repayment.
Admin>>System>>Configuration

7. Funds Holidays Mifos Usage - Configuring an Organization
Funds are the source of Money, which can be utilized while applying to the Products. Meaning suppose if there are various funds available in the organisation and these funds should be utilized for a particular product. For example, Fund A should be used for loan products and Fund B should be utilized for savings products.
Admin>>Organisation>> Manage Funds>> Add New Fund
Holidays
This will provide how to manage and deal with repayments that fall on Holidays. These repayments can be rescheduled to the desired date. If the Holidays is applied to the parent office, it will be automatically applicable to the sub office as well or If only office is selected for the holiday it will be applicable to that particular holiday.
Admin>>Organisation>>Manage Holidays>> Create Holiday>> Submits

8. Codes Data table Mifos Usage - Configuring an Organization
Codes is used to define the drop down fields and it's dropdown values.
Admin>>System>>Manage Codes
System defined: By selecting available codes and Adding code values
Ex 1: Payment Type >> Name: Cash, Position: 1; Name: Cheque, Position: 2;
Ex 2: Loan Collateral >> Name: Gold, Position: 1; Name: Property, Position: 2
Ex 3: Gender >> Name: Male, Position: 1; Name: Female, Position: 2 
Manually defined : By Adding Code & then Adding Code values
Ex 4: Dependence detail>> Name: Spouse, Position: 1; Name: Parents, Position: 2; Name: Children, Position: 3;
Data table
Data tables enables to capture the additional details of clients/ Group/ Center/ Loan/ Office/ Savings account.
Admin>>System>>Manage Datatables
Creating the data table
Ex: Name: Client Gender,
Select Application table name: Client
Field 1 >> Gender; Type – dropdown, (If the Type is dropdown has to select the code)
Selecting Code, from code Ex 3: Name: Gender

9. Creating Client Group Centers Mifos Usage – Client Management
Client can be created by activating or submitting for approval.
Clients>>Clients>>Create Client
A client can be created by capturing the basic information through the provided fields. It also has features like :-
Capturing Signature, Photo, KYC documents, Additional information through data tables.,etc
Group
Groups can be created by selecting available clients to be a member of the group or it can be created without any members. Created groups can be able to Associate members with existing clients and it can be able to add clients also. Supports Group Loan, Group Savings, JLG Loan.
Clients>>Groups>>Create Groups
Centers
Centers can be created by selecting Groups, and to which this Center belongs to.
Clients>>Centers>>Create Centers

10. Thank You