Android‐Client HandBook

Purpose

This handbook provides comprehensive documentation MifosX Android client application.

Project Details

1. This is an Android Application built on top of the MifosX platform and written in Kotlin and jetpack compose.

2. It is developed for field officers using which they process transactions, keep track of their client’s data, center records, group details, different types of accounts (loan, savings and recurring) of the client, run reports of clients, etc.

Features

• Dashboard
• Clients

Dashboard

• Search

1. Name
2. Account number
3. External Id

• Filter Search

1. Group
2. Client
3. Savings Account
4. Loan Account

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Client :

• Create New Client.
• Activate Client.
• Get Client details

1. Activation Date
2. External Id
3. Account number.
4. Office
5. Mobile Number
6. Group
7. Loan Accounts
8. Savings Accounts

• Sync All Information of clients
• Add Loan Account.
• Add savings Account.
• View and add Charges.
• View and add Documents.
• View and add Identifiers.
• View and add Notes.
• Pinpoint Locations.
• Participate in Surveys.
• Upload Your Signature.

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Centers:

• Create New Center.
• Activate Center.
• Get Center details

1. Activation Date
2. Next meeting Date
3. Meeting Frequency
4. Staff Name

• Summary Info

Active Clients, loans, Borrowers etc

• Sync All Information of centers.
• Add Savings Accounts.
• View Group List.

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Groups:

• Create New Group.
• Activate Group.
• Get Group details
• Add Savings Accounts.
• Add Loan Accounts.
• View and add Documents.
• View and add Notes.

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Checker Inbox & Tasks

• Checker Inbox

1. Filter Search.
2. Approve Task
3. Delete Task
4. Reject Task

• Client Approval
• Loan approval
• Loan Disbursal
• Reschedule Loan

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Individual Collection Sheet

• Generate New Sheet
• View Saved Sheet

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Collection Sheet

• Generate New Sheet
• View Saved Sheet

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Run Reports

*run report using Office name and Loan Officer.

• Export CSV

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Path Tracker

• can be used after allowing access to device location.

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Settings

• Sync Survey

sync all information of the surveys

• Change Language
• Change Theme (dark, light and system )
• Change Passcode.
• Update Instance URL
• Update Server Config

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About

• find more info about the project in this section.

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Offline Sync

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Offline mode

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Navigation and Workflow

• Login to the application using mifos and password as the username and password respectively.
• Upon clicking login, you will see the passcode screen. You can either enter the passcode or skip this part.
• In the dashboard page you can find the search bar, enter either a name or acc number or external id to search for a client, center etc.
• In the top left, you can filter out the searches accordingly.
• Ticking on the Exact match will only show the searches that exactly match the entered string.

client

• In the bottom bar, on clicking the Clients icon, you will see the list of clients created.
• upon clicking any of the clients there, client details can be found.
• under the Accounts section, you can see Loan accounts and Savings accounts associated with the client.
• upon clicking on any account there, you can see the account summary.
• In the top right, on clicking the menu icon (3 dots), you can see more options.

Add Loan/savings Account

• You can add a loan account by adding necessary details to the text fields.
• you can do the same to add a savings account.

Charges

• You can see the charges by clicking it or add a charge by clicking the '+' icon in the top left.

Documents, Identifiers.

• These pages are structured in a similar fashion to charges.