Thanks for the excel file with the comments Kay, very helpful. A cosmetic point - is there a way of changing the default header MFI name to the actual MFI name?
Ryan, in an ideal world the fees issue will reduce as they make payments but it could take several months to get them cleared out of the system and get a more accurate picture of our overdue total amount. What I need in the immediate term is a report giving me the info from the Account Summary screen for the loan - showing the outstanding principle, interest, fees, penalty and total for each loan (with client and group name preferably). We are struggling to figure out the table structure to know where to pull those fields from to generate a custom report. Unfortunately the expert who was to help us create our custom reports had to leave unexpectedly so we are very behind schedule in that area of the project. if anyone has anything which can help us overcome this please get it touch. Regards gayl On 29 September 2010 00:15, Ryan Whitney <[email protected]> wrote: > > Gayl, > > Unfortunately that does fall a bit out of scope for the report. It doesn't > make much sense to have fee amounts show up under the arrears portion. The > workaround I proposed for migrating data does not work well with our current > reports. > > That said, once the client pays off the initial fee portion, wouldn't it > just be in arrears normally? > > Ryan > > > On 9/28/10 22:23, "Gayl Kennedy" <[email protected]> wrote: > > > hi > > has anybody put together a document outlining how to interpret the > > branch progress report? if so I would appreciate getting a copy. > > If not I will put one together. I have a question about something > > which I was not expecting to find on it. > > We had a cycle loan repaid early by a group who have since taken out a > > cycle 2 loan. > > in the branch progress report it shows the original cycle 1 loan in > > the All loans column and nothing in the Active loans as it is no > > longer active. > > Does that mean that the All Loans column will show all loans since > > mifos was implemented over time while the active loans column will > > only show those that are active? > > Even if the loan product is made inactive will it still show for > > historical purposes in this report? > > > > One big issue I have with the manual entry of existing loans which are > > in arrears is that it is not reflected in this report. Per the advice > > from Ryan: > > Late Payments - The current amount of arrears is entered as a > > miscellaneous fee on the loan. Mifos will then mark the account in > > arrears and the MFI will be able to collect against this amount. > > > > It is true that in mifos it will apply any payments initially against > > the fee so the principle remains in arrears but in the branch progress > > report those fees are not included as it just shows the principle. If > > anyone can advise how to modify the report to include a column for > > fees in the branch progress report it would be much appreciated. > > > > regards > > Gayl > > > > ------------------------------------------------------------------------------ > > Start uncovering the many advantages of virtual appliances > > and start using them to simplify application deployment and > > accelerate your shift to cloud computing. > > http://p.sf.net/sfu/novell-sfdev2dev > > _______________________________________________ > > Mifos-users mailing list > > [email protected] > > https://lists.sourceforge.net/lists/listinfo/mifos-users > > -- > Ryan Whitney > Mifos Technical Program Manager > [email protected] > Mifos® - Technology that Empowers Microfinance (www.mifos.org) > Our mission is to enable the poor, especially the poorest, to create a world > without poverty. > <http://grameenfoundation.org/take-action/ingenuity-fund-challenge/> > P please consider the environment before printing this e-mail. > > > ------------------------------------------------------------------------------ > Start uncovering the many advantages of virtual appliances > and start using them to simplify application deployment and > accelerate your shift to cloud computing. > http://p.sf.net/sfu/novell-sfdev2dev > _______________________________________________ > Mifos-users mailing list > [email protected] > https://lists.sourceforge.net/lists/listinfo/mifos-users ------------------------------------------------------------------------------ Start uncovering the many advantages of virtual appliances and start using them to simplify application deployment and accelerate your shift to cloud computing. http://p.sf.net/sfu/novell-sfdev2dev _______________________________________________ Mifos-users mailing list [email protected] https://lists.sourceforge.net/lists/listinfo/mifos-users
