Hi Ryan, Resetting the database would be fine - I just don't know how to do it! If you could walk me through it or point me to some instructions, that would be great. We've barely entered any data so we won't be losing much work at all.
We're still very small, only about 200 clients. We want to put in historical data so we can analyze it and produce reports. And the loans from September are still active, but we'd like all the data in the system for the same reason. Let me know what you think we should do... Thanks! Leah On Thu, Jun 25, 2009 at 2:51 PM, Ryan Whitney < [email protected]> wrote: > Leah, > > That, too, is by design. I can understand how frustrating that is. :) > > And actually, I don’t think its the date that you created the office that > matters but the dates that you created the clients. > > Is there anything stopping you from reseting the database back to the > default and re-doing the configuration at an earlier date? How much data > entry have you done? > > I would also ask how many clients you have and why you are choosing to > enter in that historical data? Are those loans from back in September 2008 > still active? If so, there may be another option that we’re currently doing > with a Mifos client here in the Philippines. With them, they are opening > loan accounts based on the remaining balance of the loan. In fact, I have > just created a worksheet that allows a person to enter in the balance and > interest to be paid, along with the number of payments left and it will > return an adjusted interest rate that you can enter to create a loan that > matches the remainder. Currently it only works for loans that are flat > rate, but I’m sure it could be adapted to others. > > Ryan > > > On 6/25/09 22:35, "Leah Morgan" <[email protected]> wrote: > > Thanks, Ryan. My real problem is that the system is not letting me enter > clients and loans that started before > today - we have some that started in September 2008 and are still paying, so > they need to go into the > system. I set the date back on the server so Mifos thinks it's 2008, but I'd > already set up the offices in 2009 so it won't let me give loans to > clients in those offices because the dates are all wrong. So I really just > want to delete them all and start over. Is there any way to do this, or do > you know any way around the date problem? > > Thank you! > > On Thu, Jun 25, 2009 at 2:25 PM, Ryan Whitney < > [email protected]> wrote: > > Leah, > > You cannot delete clients and Offices by design. This is to make sure that > MFIs, where needed, comply with financial regulations where deleting > accounts would not be allowed (ie, even if you made them inactive, you still > have the historical transactions associated with those entities). > > By making them inactive, you should still be able to continue as if you did > delete them. > > Ryan > > > > On 6/25/09 22:20, "Leah Morgan" <[email protected] < > http://[email protected]> > wrote: > > Hello, > > Can anyone tell me how to delete clients and offices in Mifos? I can see > where to make them inactive, but there does not seem to be a way to > completely remove them. > > Thank you! > > Leah > > > -- > *Ryan Whitney ** > **Mifos Technical Program Manager > **[email protected]* > Mifos - Technology that Empowers Microfinance (www.mifos.org) > > > ------------------------------------------------------------------------------ > > _______________________________________________ > Mifos-users mailing list > [email protected] > https://lists.sourceforge.net/lists/listinfo/mifos-users > > -- Leah Morgan Program Manager Chapter 58 Trust US Mobile: +1 678 438 4059 Ghana Mobile: +233 (0)20 647 7785 Skype: leahmorgan
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