Manage Data tables

Add new extra fields to any entity in the form of data table

Manage Codes

Codes are used to define drop down values

Manage Roles and Permissions

Define or modify roles and associated permissions

Configure Maker Checker Tasks

Define or modify Maker Checker tasks

Manage Hooks

Define Hooks

Entity to Entity Mapping

Define or modify entity to entity mappings

Manage Surveys

Manage your Services

Manage External Events

External Events configuration, to enable or disable the event publication

Audit Trails

Audit logs of all the activities, such as create client, disburse loans etc

Manage Reports

Add new report and classify reports

Manage Jobs

Manage Schedule and Workflow jobs, modify jobs or view history and logs

Configurations

Global configurations, Cache and Business Date settings

Account Number Preferences

Preferences for generating account numbers for client, loan and savings accounts

External Services

External Services Configuration

Two-Factor Configuration

Two-factor authentication configuration settings

Manage Data Tables

Mifos X data-tables allow the user to add custom fields in addition to the built-in fields to a client profile, loan/saving account, group, center or an office.

Manage Codes

From this selection you can create new drop-downs and edit their values as well as edit the values for system-generated codes and drop-downs.

Manage Roles and Permissions

Roles and Permissions allow the administrator to control access to Mifos based on what roles are assigned to Users and what Permissions are assigned to roles.

Configure Maker-Checker Tasks

The “Maker-Checker” principle requires every tasks to be completed by two people to reduce the chance of errors and misuse. One person initiates the process and the second completes it.

Configuration

The Configurations page allows you to further customize the way your organization uses the Mifos system.

Manage Scheduler Jobs

By using Scheduler Jobs, you can set batch jobs to be completed at regular intervals. From this page you can schedule, modify or delete jobs.

Manage Reports

You may add customized reports and edit core reports for your organization.