Mifos Capabilities Overview of Functionality within Mifos
Status & Key Details
Question Groups Account Details
Keep track of client activity, details, and loan performance.
Track many of the same details as a client, but at the group level.
Accoun t Status
Manage and track all currently active loans.
Search and browsing capabilities
Returns results found among clients, groups and loans.
Change Loan Amount
Select Loan Purpose
Create multiple loan accounts with similar parameters in a center.
Automatically finds and displays all loans with â€œPending Approvalâ€? state.
Select Multiple Loan Accounts
Approve multiple loans pending approval across your center.
Pre-populated with amounts currently due
Fields that are changed (missed payments, absences, etc) are highlighted in red
Rapidly enter collection sheet data for each center.
Double â€“ entry log of transaction
GL Code associated with your transaction
A snapshot of transaction data that can be exported into your accounting system
How to make Mifos operate like your organization
Create Loan Products
Model your Office hierarchy Configure for your organization Define what data to collect
Fit Mifos to your operations
Fix errors after loan disbursal
Manage your custom reports Create your own Question Groups
Set Organizational Details
Track in Loan Cycle Counter
Waive interest on early repayment
Assign Question Groups
Dynamically configure new loan products in your portfolio
Define loan amounts
Configure variable installments
Specify interest rate (4 methodologies)
Track against cash flows and monitor repayment capacity
Flexible parameters to create various loan products
Define Payment Schedule Options
Set Grace Period
Select Source of Funds
Map to your GL
Rollout new loan products across branches with ease.
Define which loan products can be offered together
Select individual branches to apply to
Push out your loan schedules on a per branch basis for holidays and/or natural disasters
Change dates of upcoming installments
Change amounts of upcoming installments
Create editable loan schedules to configure customized repayment cycles (agricultural loans, etc.)
Validate loan against client capacity to repay
Monitor monthly cash flows
Calculate indebtedness ratio
Monitor cash flows and limit loan amount based on indebtedness ratio and repayment capacity.
Customize Labels to your organization
Populate drop downs with your data Create your own custom fields
Remove or make fields mandatory
Change field labels and data, indicate required fields, remove extraneous fields, etc.
Replaces Surveys & Additional Fields (automatic Migration)
Track data at any stage of your workflow
Question Groups Dynamic data collection tool allows you to capture information at any record or stage of your workflow
Dates Single Choice Answers Numerical Values
Multiple Choice Answers
Smart Select â€“ Dynamically Populated Dropdown with nested categories
Six different question types including smart select
Embed at any stage of your workflow
PPI Scorecards for 33 countries
Full Support for PPI Verify poverty levels of their customers & monitor progress over time. Monitor the performance of organization by poverty level. Develop new products to respond to clients at different levels of poverty.
Support for versioning
System Administration Flexible tools to help you smoothly run and manage Mifos
Activate or suspend scheduled batch jobs
Manually select & run individual batch jobs from the UI
Batch Jobs Management
Schedule shutdown and notify users so they can log off
Monitor which users are logged in across all your branches
Manage Shutdown of Mifos Allows for easy management and notification across all of your branches when bringing system down for maintenance
Who are you?
Granular control over roles and assigned tasks
User is limited to only viewing data within the Branch Office #1
Define Roles & allocate permissions
As a Loan Officer, the user can only view his or her clients
What have you been doing?
Data In and Data Out Mifos integrates nicely with other systems and platforms to ensure efficiency, accuracy, and the integrity of data going in and out of Mifos
Currently supports import of loan repayments and savings deposits via .xls
Precise validation to ensure accuracy and validity of imports
Clear error messages and exportable error logs
Generate export of accounting data to import into Tally from Mifos UI
View history of past imports
Tally Accounting Integration (India) Mifos integrates well with Tally, the leading accounting package in India
View your data for accuracy before you export it
Generate export file Shows whether or not export has already been generated
Tally Accounting Integration (India) Easily generate your Tally XML import file from Mifos.
PDF Report shows daily summary of accounting data from each general ledger account
Manual Accounting Integration For other accounting systems you can manually generate a .csv export or input values from our summarized general ledger report.
Business Intelligence Overview Mifos Business Intelligence Suite Reporting Server - reports in HTML, PDF, CSV, XML Data Integration - allows us to take in data from other applications (Tally, etc.) Dashboards - see business health using charts and graphs, drill down into reports Ad Hoc Queries - allows building queries on the fly when you don't need a full report OLAP - full analytics that allows you to quickly see multiple views on your data, for instance PPI score by Loan Product, PAR by Loan Officer, etc.
Flexible parameters and ranges for each report
Ability to export to PDF, HMTL, or Excel
Catalog of available reports
Pentaho Enterprise-level business intelligence platform built into Mifos with data warehouse capabilities
Wide Collection of Standard Reports Management MFI Progress Report Branch Progress Report Detailed Loans in Arrears Loan Officer Performance Detailed Summary Funds Movement Report PPI Data Export
General Ledger Report Branch Cash Flow Confirmation Branch Expected Cash Flow Loan Classification by Product Collection Sheet
India East Africa
Due vs. Collected
Detailed Summary By Branch By Loan Officer By Center
Loans to be Disbursed Loans Pending Approval Outstanding Balances Client Exit
Sample Standard Report Loan officer performance summary report
Sample Standard Report (2) PPI Data Dump (.csv)
Leverage Pentaho and Mifosâ€™ detailed database to meet your own reporting needs.
Any data Mifos collects Clients, Groups or Loan details Question Groups & PPI Custom Fields Payments and Transactions What users have or have not done
Limit by Roles Branches Users Dates
Advanced Reporting Capabilities Dashboards, ad hoc reporting, longitudinal analysis is now under development.