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

• 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.

WhatsApp.Video.2024-12-13.at.00.20.49_53adaed9.mp4

• 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

WhatsApp.Video.2024-12-13.at.00.13.25_808963e7.mp4

WhatsApp.Video.2024-12-13.at.00.13.41_2a977d92.mp4

WhatsApp.Video.2024-12-13.at.00.13.51_99695c6a.mp4

• 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

WhatsApp.Video.2024-12-12.at.22.56.34_90065491.mp4

• 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

WhatsApp.Video.2024-12-12.at.23.00.56_ae3105c2.mp4

• Generate New Sheet
• View Saved Sheet

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Collection Sheet

WhatsApp.Video.2024-12-12.at.23.02.30_bcc70805.mp4

• Generate New Sheet
• View Saved Sheet

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Run Reports

WhatsApp.Video.2024-12-12.at.23.04.14_6895d86a.mp4

*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

WhatsApp.Video.2024-12-12.at.23.05.41_3db9d9f5.mp4

• 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

• 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.

dashboard

• 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.

More Client Info.

• upon clicking this, you can find even more details.

Notes

• You can add notes to the selected client here.

Pinpoint location

• Upon allowing access to location (you can find it in the top lift upon clicking) pinpoint location can be added.

Survey

• upon clicking this, a number of surveys can be found and be answered.

Upload Signature.

• You can upload your signature from the gallery. the icon can be found in the top left once you select it.

Checker Inbox & Task

checker inbox:

• when you click this, you will see a list of inboxes. Using the search bar at the top, searches can be performed. in the same search bar towards right, filters can be applied by giving necessary details.

• Upon pressing and holding a task, you will find 3 option at the top. The tick option will approve the task, the cross will close it and the bin option will delete it completely.

Client Approval

• Here Clients can be approved. (Not implemented yet).

Loan Approval

• Here Loans can be approved. (Not implemented yet).

Loan Disbursal

• here loans can be actually released to the borrower's use (Not implemented yet).

Reschedule Loan

• (Not yet implemented)

Individual Collection Sheets

• You can generate a new sheet by filling in the required details such as office, repayment date and staff. Upon clicking generate, you will see a pop up message using which you can see the list of appropriate sheets.

• You can also see the saved Individual collecting sheets by clicking on the Saved Button present in the left.

• You can also clear the entry by clicking the clear option.

Collection Sheets

• You can generate a new sheet by filling in the required details such as office, repayment date and staff. Upon clicking generate, you will see a pop up message using which you can see the list of appropriate sheets.

• You can also see the saved collection sheets by clicking on the Saved Button present in the left.

• You can also clear the entry by clicking the clear option.

Run Reports:

• Once you click this, you will see a list of different entities.
• in the top left, you will see "Client" and an arrow. Upon clicking that, you can see a dropdown list of other modules.
• once you click any of the list entity, you will see a screen with "run report " text in the top left, upon clicking that, the reports will start to run.

Path tracker.

• Upon clicking this button you will see a screen with a "lens icon " in the top left.
• Clicking that will need you to give location access to the app. Once the location permission has been provided , the path and the location can be tracked.

Settings

Sync Survey

• Upon clicking this, the surveys are synced automatically without any permissions required.

Language

• Clicking this will enable you to change the language of the app to any required language of your choice.

Theme

• using this, you can change the theme of the app.
• System theme will read the current theme on your mobile and implement it on the app too.
• Light and Dark Theme function by changing the overall theme to either White or Black color based themes.

Change Passcode

• Remember he required to add a passcode at the time of login??? Well this is the place where you can update and change it if you want !!!

Instance URL

• You can update the instance URL from here.

Server Config

• By giving the required info such as protocol, endpoint, API path, port, tenant, the server's configuration can be changed!!