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http://mifosforge.jira.com/browse/MIFOS-5113?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
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Ed Cable updated MIFOS-5113:
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Component/s: Data Migration and Import Tools
> Import Transactions from Excel Spreadsheet
> ------------------------------------------
>
> Key: MIFOS-5113
> URL: http://mifosforge.jira.com/browse/MIFOS-5113
> Project: mifos
> Issue Type: New Feature
> Components: Data Migration and Import Tools
> Reporter: Ed Cable
> Labels: Indonesia, nuru
> Fix For: Unscheduled
>
> Attachments: Nuru Transaction Import Description.docx
>
>
> To ease data entry load and improve data integrity, Nuru International has a
> need to import an excel spreadsheet file into Mifos capturing basic details
> of the transaction (date, receipt id, etc.)
> Not sure if this could easily be met by extending the business logic of
> existing plugins and APIs.
> Below is the background and need and attached are the full requirements and
> details of the spreadsheet to be imported:
> Background and Need:
> Nuru issues a receipt with a unique serial number for every financial
> transaction. Physical receipts are an important part of Nuru's cash control
> process, since many cash transactions take place in informal rural locations.
> Carbon copies of all receipts, along with cash from transactions, are
> delivered daily to the Nuru office by field officers. A cashier reconciles
> the receipts summary with cash received, and an office clerk enters data from
> receipts into a daily transaction journal in Excel. This Excel journal is
> then reviewed by a manager before posting daily transactions to Mifos MIS.
> Initially, Mifos MIS was intended to replace the process of recording
> transactions in the Excel journal. The detailed transactions report generated
> in the BI reporting suite would then be used by managers to review daily
> activity. However, adoption of this new process has proved challenging.
> Office staff reports that QA and data manipulation is much easier in an Excel
> format. Although we are continuing to focus staff training on the use and
> value of incorporating MIS technology into our information system processes,
> a transaction import function would greatly help adoption and utility of
> Mifos MIS in Nuru operations.
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