In Part 1 of our training sessions targeted the operational staff and day to day users of the Mifos X software, we'll explore the standard application on top of the Mifos X platfrom, the Community App. This session will cover the overall scope of the Community App and basics of setting up and configuring it to support your office structure, staff permissions, and operational procedures. We'll also focus on client management and the creation of clients as well capturing additional information and documents for KYC purposes.
This user training session will follow the natural flow of deploying and configuring Mifos. Once you have your organization and system parameters, configured you will then move into setting up your chart of accounts, configuring your financial mappings for your various portfolio accounts, setting up any accounting rules. This session will cover getting the basic financial accounting infrastructure set up in Mifos, overview of automated portfolio posting for both cash and accrual-based accounting, performing manual journal entries and configuring accounting rules, and the basic financial reports that Mifos X generates. This is targeted towards the operational staff at an MFI or partners who are looking to learn the basics of accounting Mifos X.
In Part 3 of our training sessions, we'll continue from Session 1 and go into the loans module and cover the creation and configuration of loan products and all the different parameters, opening and editing of new loan accounts, processing repayments and disbursements on loan accounts, guarantor and risk management tools, and an overview of the reports related to loan accounts and aging of the portfolio.
In our fourth user training session, we will explore deposit and savings products in Mifos X including the creation and configuration of new products, opening of new accounts, and conducting deposits and withdrawals, along with the basic reports related to deposit products. This session will cover basic passbook savings accounts, recurring and fixed deposits, current accounts, and standing instructions.
