> A cosmetic point - is there a way of changing the default header MFI > name to the actual MFI name?
We will explore for future reports we build putting what's in the "Head Office" Name field for the "MFI name" - would that meet your needs? Kay > -----Original Message----- > From: Gayl Kennedy [mailto:[email protected]] > Sent: Wednesday, September 29, 2010 1:31 AM > To: A good place to start for users or folks new to Mifos. > Subject: Re: [Mifos-users] Branch progress report "instructions" > > 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 ------------------------------------------------------------------------------ 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
