from:"Dayna Harp"

Re: [Mifos-users] [Mifos-developer] MIFOSX - 16.11.01.RELEASE on Staging Environment

2016-11-18 Thread Dayna Harp

My UAT review agrees with QA +1 for release

-Dayna

On Nov 18, 2016, at 6:55 AM, Santosh Math <sant...@confluxtechnologies.com> 
wrote:

MIFOSX-2745


Dayna Harp
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628.9686

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[Mifos-users] Daily Teller Cash Report

2016-11-11 Thread Dayna Harp

Hello - 

I am training a credit union on the use of the daily Teller Cash Report.  I 
have made a few cash deposits, then pulled the report. 

My Beginning Cash Drawer balance pulls into Ending Cash Drawer balance row

Total cash received displays 0 zero - should be number.

I wonder if I missed something in system configuration OR if this is a bug in 
the Daily Teller Cash Report.

Thoughts??


Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
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011+501.628.9686

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Re: [Mifos-users] GL to Client Posting

2016-11-02 Thread Dayna Harp

Hello - 

The real use scenario is that in Belize, customers can make “bill payments” at 
a bank to a merchant account.  One of these merchants is a local credit union 
for deposits and/or loan payments.

The credit union debits the bank account general ledger cash account and 
credits the customer’s account directly.  The challenge is that the current 
design of the general ledger system in Mifos X does not allow a direct GL 
posting in a customer account.  Since this is a fairly common transaction in a 
financial institution, I am wondering what a good work around for this GL to 
Customer transaction would be until such a time as the Mifos general ledger 
system can manage this sort of account.

Thank you for your insights.  I appreciate it!

-Dayna


On Nov 1, 2016, at 7:32 PM, Ashok Auty <as...@confluxtechnologies.com> wrote:

Hi Dayna,

Have you created a GL for each client?

What is the real use case? Is it impacting Savings/Loan account transaction?


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On Wed, Nov 2, 2016 at 3:36 AM, Dayna Harp <dh...@mifos.org 
<mailto:dh...@mifos.org>> wrote:
Hello Community - 

Does anyone have a good work-around for a transaction that debits a general 
ledger account and credits a member account?  

I know this is not a transaction capability currently in Mifos X.  See 
https://issues.apache.org/jira/browse/FINERACT-232 
<https://issues.apache.org/jira/browse/FINERACT-232> 

I am seeking to debit GL, credit client 

Any suggestions are welcome.

Thank you!

Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org <mailto:edca...@mifos.org> | Skype: harpcreek | Mobile: 
011+501.628.9686

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Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org <mailto:edca...@mifos.org> | Skype: harpcreek | Mobile: 
011+501.628.9686

Ending Poverty One Line of Code at a Time | http://mifos.org 
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[Mifos-users] GL to Client Posting

2016-11-01 Thread Dayna Harp

Hello Community - 

Does anyone have a good work-around for a transaction that debits a general 
ledger account and credits a member account?  

I know this is not a transaction capability currently in Mifos X.  See 
https://issues.apache.org/jira/browse/FINERACT-232 
<https://issues.apache.org/jira/browse/FINERACT-232> 

I am seeking to debit GL, credit client 

Any suggestions are welcome.

Thank you!

Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org <mailto:edca...@mifos.org> | Skype: harpcreek | Mobile: 
011+501.628.9686

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[Mifos-users] Loan Migration Disbursal Dates

2016-10-20 Thread Dayna Harp

Hello Community - 
I have been working with a credit union that is leaving a messy system behind 
and migrating to MifosX.  I have come across a few loans where the Disbursement 
Date in Mifos is a mis-match with the former system’s data.

Does anyone have an effective method that will allow an edit to the 
disbursement date on a case-by-case basis to bring the two systems in line?  

Any recommendations or suggestions are welcomed.  

Thank you!

Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org <mailto:edca...@mifos.org> | Skype: harpcreek | Mobile: 
011+501.628.9686

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Re: [Mifos-users] FW: Opening Balance Migrate Error

2016-10-17 Thread Dayna Harp

Hi Shreyaank - 

Thanks for the info.  I have opened two tickets in the documentation wiki to 
update the instruction.  

Also, can you please provide detailed instruction that I can pass along to 
instruct the credit union how to make the opening balance journal entries 
manually?

Thank you so very much for your assistance.

Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org <mailto:edca...@mifos.org> | Skype: harpcreek | Mobile: 
011+501.628.9686

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On Oct 17, 2016, at 1:40 AM, Skyburg Systems <i...@skyburgsystems.org> wrote:

Ok Shreyaank. Then how do we add funds to an account that had nothing in it 
after transactions have been posted to other accounts in journal entries 
already. 
 
Sifiso
 
From: Shreyaank Byadagi [mailto:shreya...@confluxtechnologies.com 
<mailto:shreya...@confluxtechnologies.com>] 
Sent: October 17, 2016 8:45 AM
To: Shaik Nazeer; Dayna Harp; A good place to start for users or folks new to 
Mifos.
Subject: Re: [Mifos-users] FW: Opening Balance Migrate Error
 
Hi Dayna,
The Migrate Opening Balances will not work if the database is already having 
transaction entries, this is the existing behavior. It will works fine for the 
fresh database with no transaction entries. 

If any migration happens, then in the new database the opening balances need to 
be defined. After migration the entries will be carried forward to the new 
database in which opening balances are defined.
 
Note:  There should not be any other transactions apart from opening balance 
journal entries.
 
Regards
Shreyaank


 Sent with Mailtrack 
<https://mailtrack.io/install?source=signature=en=shreya...@confluxtechnologies.com=22>

 
On Mon, Oct 17, 2016 at 10:05 AM, Shaik Nazeer 
<nazeer.sh...@confluxtechnologies.com 
<mailto:nazeer.sh...@confluxtechnologies.com>> wrote:
Please look into this on priority
 
From: Dayna Harp [mailto:dh...@mifos.org <mailto:dh...@mifos.org>] 
Sent: 17 October 2016 06:05
To: A good place to start for users or folks new to Mifos.
Subject: [Mifos-users] Opening Balance Migrate Error
 
When Migrating Opening Balances, the following error was received:
 
error.msg.journalentry.defining.openingbalance.not.allowed
 
I am logged in with SuperUser privilege and verified permissions.
 
Clients, savings and loan balances have been migrated, but no transactions have 
been made on any accounts.
 
Have verified the instructions found on wiki and in Answer Hub - Any 
suggestions?
 
Is there another setting that must be verified or set to allow this function?
 
Thank you.

Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org <mailto:edca...@mifos.org> | Skype: harpcreek | Mobile: 
011+501.628.9686
 
Ending Poverty One Line of Code at a Time | http://mifos.org 
<http://mifos.org/> 


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<mailto:shreya...@confluxtechnologies.com>
 
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[Mifos-users] Opening Balance Migrate Error

2016-10-16 Thread Dayna Harp

When Migrating Opening Balances, the following error was received:

error.msg.journalentry.defining.openingbalance.not.allowed

I am logged in with SuperUser privilege and verified permissions.

Clients, savings and loan balances have been migrated, but no transactions have 
been made on any accounts.

Have verified the instructions found on wiki and in Answer Hub - Any 
suggestions?

Is there another setting that must be verified or set to allow this function?

Thank you.

Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org <mailto:edca...@mifos.org> | Skype: harpcreek | Mobile: 
011+501.628.9686

Ending Poverty One Line of Code at a Time | http://mifos.org 
<http://mifos.org/>  <http://facebook.com/mifos>

  <http://facebook.com/mifos>



 <http://www.twitter.com/mifos>


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Re: [Mifos-users] MIFOSX - 16.09.01.RELEASE on Staging Environment

2016-09-25 Thread Dayna Harp

I am seeking the location to make the actual UAT notes for this release.  There 
should be a jira issue open to make the release comments while it is on the 
staging server.  Since I cannot find such an issue or document, I make them 
here.  Please provide the link to the UAT comment document and I will revert to 
using that.

[MIFOSX-1894] - Cashier Transaction Summary Pentaho Report Staging Server Notes:
View report not in roles/permissions list.  Must be able to check allow view to 
enable teller/cashier to view their own totals.   
https://staging.openmf.org/#/admin/viewrole/3 
<https://staging.openmf.org/#/admin/viewrole/3>
Notes regarding the actual report can be found in Jira MifosX-1894
[MIFOSX-2784] Including all transactions in Teller Cashier transaction list 
Notes:

This is also Fineract-203. This was pushed from MifosX to Fineract Jira
Assumption I am making is that the line item on the Teller/Cashier Daily Total 
report addresses this request.  If this is so, there needs to be two transfer 
totals “from” and “to”  the teller must be able to see that the these two 
totals match and are in balance.

Discovered bug when logged on as employee with Cashier/teller permissions.  The 
permissions for this role allow the user to view reports  When logged in as and 
employee with the Casher/Teller permissions, the report drop down is not 
available.  I have gone in as SuperUser and changed permissions within the 
assigned role with no change.  I would like to have a second person review this 
and determine if it is truly a bug.

Regarding performance fix issues:  I have performed multiple transactions as an 
employee from areas of differing internet speeds and found that response times 
were acceptable.  However, I understand that the staging server is not actually 
on our demo or production servers, so this observation may change.


On Thu, Sep 22, 2016 at 6:37 AM, Shaik Nazeer 
<nazeer.sh...@confluxtechnologies.com 
<mailto:nazeer.sh...@confluxtechnologies.com>> wrote:
Hello All,

 

Today we have made 16.09.01.RELEASE on Staging Environment for community 
testing and for QA team.

Release can be accessed from https://staging.openmf.org 
<https://staging.openmf.org/>. We will wait till Monday for community & QA 
feedback.

 

Code can be downloaded from

https://github.com/openMF/incubator-fineract/tree/mifosplatform-16.09.01.RELEASE
 
<https://github.com/openMF/incubator-fineract/tree/mifosplatform-16.09.01.RELEASE>
 and

https://github.com/openMF/community-app/tree/mifosplatform-16.09.01.RELEASE 
<https://github.com/openMF/community-app/tree/mifosplatform-16.09.01.RELEASE>
 

Following is the release notes for same:

 

16.09.01.RELEASE

=

The main focus of the release is to improve the platform performance and to 
unfreeze the development. 

 

Platform & API

New Features & Improvements

  - Fix for performance issues while loading configuration and floating rates
 - Performance issue fix for repayment template

 - Loading child collections of Loan, Savings Account, Office, Client lazily.

 - [MIFOSX-1894] - Cashier Transaction Summary Pentaho Report

Bugs

 - [MIFOSX-2731] Combined both savings charges and penalties into charges  drop 
down
 - [MIFOSX-2784] Including all transactions in Teller Cashier transaction list

 

Community-app

Bugs

 - MIFOSX-2167 - Not able to select the role in edit user page
 -  Excluding future Schedule while fetching the loan details
 -  [MIFOSX-2784] UX changes for including all transactions into the Teller 
Cashier transaction list

 

Regards,

Nazeer


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Re: [Mifos-users] MIFOSX - 16.09.01.RELEASE on Staging Environment

2016-09-23 Thread Dayna Harp

Please provide the link to make release notes.  Thank you!


On Thu, Sep 22, 2016 at 6:37 AM, Shaik Nazeer <
nazeer.sh...@confluxtechnologies.com> wrote:

> Hello All,
>
>
>
> Today we have made 16.09.01.RELEASE on Staging Environment for community
> testing and for QA team.
>
> Release can be accessed from https://staging.openmf.org. We will wait
> till Monday for community & QA feedback.
>
>
>
> Code can be downloaded from
>
> https://github.com/openMF/incubator-fineract/tree/
> mifosplatform-16.09.01.RELEASE and
>
> https://github.com/openMF/community-app/tree/
> mifosplatform-16.09.01.RELEASE
>
>
>
> Following is the release notes for same:
>
>
>
> 16.09.01.RELEASE
>
> =
>
> The main focus of the release is to improve the platform performance and
> to unfreeze the development.
>
>
>
> *Platform & API*
>
> New Features & Improvements
>
>   - Fix for performance issues while loading configuration and floating
> rates
>  - Performance issue fix for repayment template
>
>  - Loading child collections of Loan, Savings Account, Office, Client
> lazily.
>
>  - [MIFOSX-1894] - Cashier Transaction Summary Pentaho Report
>
> *Bugs*
>
>  - [MIFOSX-2731] Combined both savings charges and penalties into charges
> drop down
>  - [MIFOSX-2784] Including all transactions in Teller Cashier transaction
> list
>
>
>
> *Community-app*
>
> *Bugs*
>
>  - MIFOSX-2167 - Not able to select the role in edit user page
>  -  Excluding future Schedule while fetching the loan details
>  -  [MIFOSX-2784] UX changes for including all transactions into the
> Teller Cashier transaction list
>
>
>
> Regards,
>
> Nazeer
>
> --------
> --
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>


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Re: [Mifos-users] [Voting] Does bulk import feature (a.k.a. Data Import Tool) should be part of core platform

2016-07-05 Thread Dayna Harp

+1

Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org <mailto:edca...@mifos.org> | Skype: harpcreek | Mobile: 
011+501.628.9686

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On Jul 5, 2016, at 8:04 PM, Nayan Ambali <nayan.amb...@gmail.com> wrote:

Dear Mifos and Fineract users,

Should 'Data Import Tool' be integrated into core platform instead of 
maintaining it as separate product? if yes then please upvote.

if you want know more about 'Data Import Tool', please visit 
https://github.com/openMF/DataImportTool 
<https://github.com/openMF/DataImportTool>


Thanks and Regards,
Nayan Ambali
+91 9591996042 <tel:%2B91%209591996042>
skype: nayangambali

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[Mifos-users] Currency Configuration

2016-04-19 Thread Dayna Harp

Hello Community - 

I am setting up 3 credit unions and one microfinance organization on cloud 
instances.  When setting up currency, I cannot remove US Dollar and receive the 
following error:

“

My question:  where do I find the area to ‘allow’?

Thank you for your assistance.


Dayna Harp
Director Strategic Initiatives
The Mifos Initiative
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[Mifos-users] Combined User - Developer Meeting

2016-02-05 Thread Dayna Harp

Hello Everyone!

This is just a reminder that the user meeting and the developer meeting for 
this month is joined next week to give an overview of Apache Fineract and the 
current state of the project

Please attend the user meeting on February 11 and register using this link:

https://attendee.gototraining.com/rt/6597896964898568705 
<https://attendee.gototraining.com/rt/6597896964898568705>

See you there!

Dayna Harp
Director Strategic Initiatives
The Mifos Initiative
dh...@mifos.org <mailto:dh...@mifos.org> | Skype: harpcreek | Mobil: +501 
628-9686 | http://mifos.org <http://mifos.org/>  <http://facebook.com/mifos>  
<http://www.twitter.com/mifos>


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[Mifos-users] Combined User - Developer Meeting

2016-02-05 Thread Dayna Harp

Hello Everyone!

This is just a reminder that the user meeting and the developer meeting for 
this month is joined next week to give an overview of Apache Fineract and the 
current state of the project

Please attend the user meeting on February 11 and register using this link:

https://attendee.gototraining.com/rt/6597896964898568705 
<https://attendee.gototraining.com/rt/6597896964898568705>

See you there!

Dayna Harp
Director Strategic Initiatives
The Mifos Initiative
dh...@mifos.org <mailto:dh...@mifos.org> | Skype: harpcreek | Mobil: +501 
628-9686 | http://mifos.org <http://mifos.org/>  <http://facebook.com/mifos>  
<http://www.twitter.com/mifos>


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Re: [Mifos-users] Community feedback and clarifications on Mifos X 16.03 features (savings charge & interest rate chart)

2016-01-12 Thread Dayna Harp

Pramod - please see inline notes. . .
 
On Mon, Jan 11, 2016 at 3:27 AM, pramod conflux >
 wrote:
> Hi Dayna/Ed,
>  
> Can you please clarify following open points?
>  
>   
>  C-3 Percentage on Interest  Charge Type for savings:
 
Please also see this issue for more background: 
https://mifosforge.jira.com/browse/MIFOSX-1886 

 
> 1.  Is this type of charge should have flat amount also?
> 
Since this charge is being implemented for withholding tax purposes it only 
needs to be a percentage-based amount. Dayna, correct a flat amount isn't 
needed here. DAYNA:  correct.  a flat amount will not be used here
 Then savings posting charge will be allowed only with %interest.
> 2.  What should happen at accounting level on collecting this charge. Is 
> this an income or liability? Need exact behavior
> 
Dayna - this would be a liability account correct. Likely as Withholding Tax 
Payable that get's credited when assessed and then becomes an expense when the 
tax actually gets paid?  DAYNA:  The charge is collected from the customer, 
goes into a Withholding Tax Payable account as an expense.

Why this will have entry in expense once it is recognized as liability? I think 
at the time of interest posting itself system should made entry as expense for 
charge amount. If not, then what should be the entries at the time of interest 
posting (debit and credit account details):  Debit customer account, credit tax 
payable account
 
And also I am planning to add a new screen under organization like “Manage Tax 
components” which has again 2 screens one is to group tax components and second 
one is to create and manage a tax component. Any changes in the percentage will 
reflect in all associated charges. 
Adding an option to select a tax group while creating charge. With these 
changes we can add any tax related percentages to any charge. But right now I 
will use this only with savings charges.

Tax component fields:
1.  Name
2.  Percentage 
3.  Debit account type
4.  Debit account (accounting related)
5.  Credit account type
6.  Credit account (accounting related)
 
> 3.  What should happen for overdraft interest? 
> 
Pramod - could you point me to where we have support for overdraft interest? I 
thought we weren't yet supporting it as it's been requested multiple times 
(although we do collect overdraft interest on the GL side)

Dayna- when the time comes that we allow overdraft and apply interest 
calculations, the overdraft amount actually becomes a loan (commonly named 
overdraft line of credit).  All standard loan rules for interest calculation 
and repayment apply.  We don’t need to create a new set of functionality,
 
Ed- Right now we are not supporting overdraft interest, but just considering in 
case it comes what should happen? 
>  
> 
>  
> 
>   C-4 Interest Rate Charts based on Amount
> 1.  Should amount and period based variations coexist together?
> 
My initial take is yes to support both amount and period-based interest rate 
charts on the same product.  Dayna +1
Will allow both together (from UI will show both the fields) 
> 2.  If these values coexist then can system should allow either period or 
> amount alone to create an entry in chart?
> 
 Yes - because I think there will be the need for products that are typical FDs 
but want to have ability to charge higher interest and then there will be the 
need for standard savings products that have sliding interest rate bands based 
on amount without the requirement for a certain period.
> 3.  if 2 entries in chart satisfies the condition to apply interest, then 
> which one should have priority?
> 
I would think that in practice in most cases, if two scenarios were being 
applied, the amount-based one would have priority in that the interest rate 
chart for amount would be higher than the period-based one, i.e. you would have 
customers who have fixed deposit accounts but have the option to earn higher 
interest if they have a higher balance. 
I feel which has higher interest rate should be taken. But anyway I will write 
validations to stop any overlapping in interest rates while defining the 
interest rate chart. 
> 4.  Do we need to add a type to make these interest chats either period 
> based or amount based or Hybrid of both?
> 
I'm not sure on this one if they should be separate interest rate charts or 
combined as a hybrid.
 
Ultimately though at the product level, to echo what I said in Point 2, there 
should be support for savings product (not tied to a period so not FD or RD) 
that you can have an amount-based interest rate chart (sliding interest rate 
band) and then for the

[Mifos-users] Mifos X 2016 Roadmap

2015-12-17 Thread Dayna Harp

Hello Everyone - 

Follow this link to our wiki pag 
<https://mifosforge.jira.com/wiki/display/MIFOSX/Mifos+X+Roadmap>e where you 
will find the 2016 Mifos X Roadmap video and a slide deck of our upcoming 
roadmap.

2016 will be bring the Mifos Community exciting new possibilities and we are 
looking forward to our new developments.

We will see you in the new year for our regular monthly User and Developer 
meetings - watch for the announcements.

Enjoy, 

Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org <mailto:edca...@mifos.org> | Skype: harpcreek | Mobile: 
011+501.628.9686

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
<http://mifos.org/>  <http://facebook.com/mifos>

  <http://facebook.com/mifos>



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[Mifos-users] 2016 Roadmap Intro

2015-12-09 Thread Dayna Harp

Please join us 17 December 2016 when we present the 2016 Roadmap.  You will 
learn what enhancements are scheduled to be released for the Mifos X platform 
in 2016.

Register for 2016 Roadmap  on Thursday, December 17, 2015 7:00 AM - 8:00 AM PST 
at:

https://attendee.gototraining.com/r/3847742412034245633


After registering you will receive a confirmation email 
containing information about joining the training.


See you there!


Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org <mailto:edca...@mifos.org> | Skype: harpcreek | Mobile: 
011+501.628.9686

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
<http://mifos.org/>  <http://facebook.com/mifos>

  <http://facebook.com/mifos>



 <http://www.twitter.com/mifos>


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[Mifos-users] Repayment Schedule Party Paid question

2015-12-07 Thread Dayna Harp


I am testing functionality to extend the due date of a loan. If the loan is 
partially paid, I get the following error when trying to reschedule the loan: 
"Repayment schedule installment is partly paid". What is the appropriate way to 
do this?
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[Mifos-users] Fwd: Need more details clarification on Interest Calculation Period Vs Days in month/Days in year.

2015-12-03 Thread Dayna Harp

Hello Community - I received the questions below from a community member and they asked for input from the community. Can you please take a moment and provide your feedback?Thank you so much!
Hi Dayna,One of the micro finance called Light raised a concern regarding behavior of application for Interest Calculation Period Vs Days in month/Days in year.Following are some of the question I have in mind and need to get clarified from experts. Q1. If Interest Calculation period is same as repayment, for daily repayment should it be based on No. of days in yearQ2. If Interest calculation period is Daily and loan frequency is monthly how should we use No. of days in year and No. of days in Month *If No. of days in Month=30 then No. of days in year has to be 360 and should not allow user to change No. of days in a year, is my understanding correct or is there any variations.*If No. of days in year=Actual then No. of days in Month should be ActualQ3. If No. of days in Year=Actuals then in case of leap year how rate of interest should apply?Eg. December 2015 repayment Interest computation is ((1000*12%)/365)*31=101.92But if the same Interest computation is done for December 2016 repayment calculation should be ((1000*12%)/366)*31=101.64 is my understanding correct?Q4. If No. of days in year=Actuals,and loan period is split between 2 financial years which we need to consider 365 or 366Q5. For Flat interest No. of days in year=Actuals and loan term is 2 to 3 years then weather 365 or 366 should considered.Q6. How the existing loan should get affected.It would be great if you can please gather inputs from the other users and send us proper requirements, I also attached some excel sheet calculations for reference.-- Regards,Subramanya.

Excel.xlsx
Description: MS-Excel 2007 spreadsheet
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Re: [Mifos-users] Mifos Templates

2015-11-12 Thread Dayna Harp

Hello Oteniel - 

I am sharing your concern  with the developer and user mailing lists.  Could 
you provide additional detail about what fields you want to pull to complete 
your templates.  This will allow us to take a closer look and get your 
questions resolved in a timely fashion.

Thanks so much!

 

Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org <mailto:edca...@mifos.org> | Skype: harpcreek | Mobile: 
011+501.628.9686

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
<http://mifos.org/>  <http://facebook.com/mifos>

  <http://facebook.com/mifos>



 <http://www.twitter.com/mifos>


On Nov 12, 2015, at 10:36 AM, Otoniel Manley 
<otonielman...@mentorsinternational.org> wrote:


Dayna Harp:

Thanks for all your support. We are having some issues trying to use mifos 
templates, It is not pulling the information from the program.

could you help me with it?

Thanks
 
-- 
Otoniel Manley
Director Ejecutivo
 

Brindemos Esperanza


MENTORS HONDURAS <http://www.mentorsinternational.org/>
Bo. El Centro, 6 ave. 4 y 5 calle S.O.

San Pedro Sula, Honduras 
Oficina:(504) 2550-1606
Cel.:(504) 3204-1984

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[Mifos-users] User Meeting 15 October 2015

2015-10-10 Thread Dayna Harp

Hello All - 

The next community User Meeting will be held on 15 October 2015 at 15:30 GMT.  
This week we will be looking at the procedure to:
Request a new feature
Suggest an improvement or
Report a bug
We will share how we handle these requests in-house and how requests work their 
way into the product roadmap.

Looking forward to seeing you Thursday! 

REGISTER:  https://attendee.gototraining.com/rt/6597896964898568705 
<https://attendee.gototraining.com/rt/6597896964898568705>


Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org <mailto:edca...@mifos.org> | Skype: harpcreek | Mobile: 
+501.628.9686

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
<http://mifos.org/>  <http://facebook.com/mifos>

  <http://facebook.com/mifos>



 <http://www.twitter.com/mifos>

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[Mifos-users] User Meeting On Holiday

2015-08-14 Thread Dayna Harp

Hello Everyone -

We will not be holding our August 20th User meeting. Instead, please join us
at a webinar entitled Transforming Financial Inclusion - Mifos SACCOs/Credit
Unions on Tuesday, august 25, 2015 at 1:30-2:30 PM GMT.

https://attendee.gototraining.com/r/5641753959040291330
http://mifos.us4.list-manage.com/track/click?u=1567c7ccddb6471ccfc4ae9a3id=6b30a1d557e=c38785c098

Successfully reaching the unbanked is a puzzle that we all work hard to solve.
We will share how we've been able to help through free open source software.

We will share the Mifos Initiative's success stories and lessons learned as we
follow our sole mission to speed the elimination of poverty through Mifos X - a
free and open source financial platform to deliver financial services to the
world's poor and unbanked. Mifos X can be found on 6 continents, in multiple
languages serving 3 million account holders.

This webinar will discuss some of the major pain points to success and we
will hear from an innovator who is successfully reaching thousands of unbanked
throughout Sub-Saharan Africa.

This session will be recorded, so if you are not able to attend, send an email
to: Dayna Harp @ dh...@mifos.org mailto:dh...@mifos.org. She will be sure to
send you the recorded session.

After registering you will receive a confirmation email containing information
about joining the training.

Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile:
850.312.9560

Collectively Creating a World of 3 Billion Maries | http://mifos.org
http://mifos.org/ http://facebook.com/mifos http://facebook.com/mifos

http://www.twitter.com/mifos
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[Mifos-users] Today! User Meet-Up

2015-08-06 Thread Dayna Harp

See you Today at 15:50GMT 
https://attendee.gototraining.com/rt/6597896964898568705 
https://attendee.gototraining.com/rt/6597896964898568705

Hello Everyone - 

The last  user meeting was the beginning of a very good discussion surrounding 
the following list of questions.  Unfortunately, some of the registrants had 
poor connectivity at their end and our session failed before the end of the 
meeting.  I’ve provided a link to the recorded session.  I’d like to pick up 
this discussion at our next User Meeting and hopefully everyone has better 
internet connections!

YouTube Video: http://youtu.be/zoospGqvHHA http://youtu.be/zoospGqvHHA

Discussion Items:

How many account holders do you serve?
What type of organizations do you support?  (SACCO, Microfinance Bank, Co-Op)
What do you like best about Mifos X?
What is your greatest Mifos X challenge?
What features would help you do a better job?
Do you need end user training materials?
What other comments, concerns or needs do you have?
Our development is community driven -  your voice is invaluable!



See you at 15:50GMT https://attendee.gototraining.com/rt/6597896964898568705 
https://attendee.gototraining.com/rt/6597896964898568705

Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
http://mifos.org/  http://facebook.com/mifos  http://facebook.com/mifos






 http://www.twitter.com/mifos
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[Mifos-users] User Meeting 06 August 2015

2015-08-02 Thread Dayna Harp

See you 06 August 2015 15:50GMT 
https://attendee.gototraining.com/rt/6597896964898568705 
https://attendee.gototraining.com/rt/6597896964898568705

Hello Everyone - 

The last  user meeting was the beginning of a very good discussion surrounding 
the following list of questions.  Unfortunately, some of the registrants had 
poor connectivity at their end and our session failed before the end of the 
meeting.  I’ve provided a link to the recorded session.  I’d like to pick up 
this discussion at our next User Meeting and hopefully everyone has better 
internet connections!

YouTube Video: http://youtu.be/zoospGqvHHA http://youtu.be/zoospGqvHHA

Discussion Items:

Next user meeting will be an open discussion about your use and needs of the 
Mifos X platform.
How many account holders do you serve?
What type of organizations do you support?  (SACCO, Microfinance Bank, Co-Op)
What do you like best about Mifos X?
What is your greatest Mifos X challenge?
What features would help you do a better job?
Do you need end user training materials?
What other comments, concerns or needs do you have?
Our development is community driven -  your voice is invaluable!



See you 06 August 2015 15:50GMT 
https://attendee.gototraining.com/rt/6597896964898568705 
https://attendee.gototraining.com/rt/6597896964898568705



Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
http://mifos.org/  http://facebook.com/mifos  http://facebook.com/mifos







 http://www.twitter.com/mifos







 http://www.twitter.com/mifos
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[Mifos-users] Next User Meeting 06 AUG 2015

2015-07-23 Thread Dayna Harp

See you 06 August 2015 15:50GMT 
https://attendee.gototraining.com/rt/6597896964898568705 
https://attendee.gototraining.com/rt/6597896964898568705

Hello Everyone - 

Today’s user meeting was the beginning of a very good discussion surrounding 
the following list of questions.  Unfortunately, some of the registrants had 
poor connectivity at their end and our session failed before the end of the 
meeting.  I’ve provided a link to the recorded session.  I’d like to pick up 
this discussion at our next User Meeting and hopefully everyone has better 
internet connections!

YouTube Video: http://youtu.be/zoospGqvHHA http://youtu.be/zoospGqvHHA

Discussion Items:

Next user meeting will be an open discussion about your use and needs of the 
Mifos X platform.
How many account holders do you serve?
What type of organizations do you support?  (SACCO, Microfinance Bank, Co-Op)
What do you like best about Mifos X?
What is your greatest Mifos X challenge?
What features would help you do a better job?
Do you need end user training materials?
What other comments, concerns or needs do you have?
Our development is community driven -  your voice is invaluable!

See you 06 August 2015 15:50GMT 
https://attendee.gototraining.com/rt/6597896964898568705 
https://attendee.gototraining.com/rt/6597896964898568705

Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
http://mifos.org/  http://facebook.com/mifos  http://facebook.com/mifos







 http://www.twitter.com/mifos







 http://www.twitter.com/mifos
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[Mifos-users] User Open Discussion TODAY!

2015-07-23 Thread Dayna Harp

THURSDAY JULY 23, 2015
3:30 PM GMT

REGISTER: https://attendee.gototraining.com/rt/6597896964898568705 
https://attendee.gototraining.com/rt/6597896964898568705
Training ID: 929-839-740

Hello Everyone - 

This week’s user meeting will be an open discussion about your use and needs of 
the Mifos X platform.

Join us to share:

1)  How many account holders do you serve?
2)  What type of organizations do you support?  (SACCO, Microfinance Bank, 
Co-Op)
3)  What do you like best about Mifos X?
4)  What is your greatest Mifos X challenge?
5)  What features would help you do a better job?
6)  Do you need end user training materials?
7)  What other comments, concerns or needs do you have?

Our development is community driven - so your voice is invaluable!


REGISTER: https://attendee.gototraining.com/rt/6597896964898568705 
https://attendee.gototraining.com/rt/6597896964898568705
Training ID: 929-839-740

Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
http://mifos.org/  http://facebook.com/mifos  http://facebook.com/mifos







 http://www.twitter.com/mifos







 http://www.twitter.com/mifos
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[Mifos-users] User Meeting - Open Discussion

2015-07-22 Thread Dayna Harp

THURSDAY JULY 23, 2015
3:30 PM GMT

REGISTER: https://attendee.gototraining.com/rt/6597896964898568705 
https://attendee.gototraining.com/rt/6597896964898568705
Training ID: 929-839-740

Hello Everyone - 

This week’s user meeting will be an open discussion about your use and needs of 
the Mifos X platform.

Join us to share:

1)  How many account holders do you serve?
2)  What type of organizations do you support?  (SACCO, Microfinance Bank, 
Co-Op)
3)  What do you like best about Mifos X?
4)  What is your greatest Mifos X challenge?
5)  What features would help you do a better job?
6)  Do you need end user training materials?
7)  What other comments, concerns or needs do you have?

Our development is community driven - so your voice is invaluable!


REGISTER: https://attendee.gototraining.com/rt/6597896964898568705 
https://attendee.gototraining.com/rt/6597896964898568705
Training ID: 929-839-740

Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
http://mifos.org/  http://facebook.com/mifos  http://facebook.com/mifos







 http://www.twitter.com/mifos







 http://www.twitter.com/mifos
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[Mifos-users] User Meetup 25 June 2015

2015-06-23 Thread Dayna Harp

25 June 2015 - 15:30 GMT

Hello Everyone - 

The next user meet up will feature a hands on demonstration of the Mifos X 
Accounting Module.  This 40-minute demonstration will review:
Chart of Accounts
Journal Entries
Accounting Rules  Frequent Postings
Periodic Closure of Accounts
Accrual Accounting
Accounts Linked to Financial Activities

Registration URL: https://attendee.gototraining.com/rt/6597896964898568705 
https://attendee.gototraining.com/rt/6597896964898568705

Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
http://mifos.org/  http://facebook.com/mifos  http://facebook.com/mifos







 http://www.twitter.com/mifos







 http://www.twitter.com/mifos
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Re: [Mifos-users] Manage data tables

2015-06-22 Thread Dayna Harp

Thanks for reaching out Otoniel.  I have sent your request to Sangamesh - who 
is the primary trainer for Mifos.  He is much better than I in explaining the 
tables and codes.  

I have also copied your question to the User List to connect you with more 
hands on users of Mifos X.

-Dayna

On Jun 22, 2015, at 10:59 AM, Otoniel Manley 
otonielman...@mentorsinternational.org wrote:

Dayna:

Good morning; I hope you are doing great. Attached an attempt to create 
additional details in the clients without success. 

I´m following the instructions in the video on how to manage tables and adding 
codes... 

Could you help me with it? I´m not sure what am I doing wrong.

Thanks

-- 
Otoniel Manley
Director Ejecutivo
 

Brindemos Esperanza


MENTORS HONDURAS http://www.mentorsinternational.org/
Bo. El Centro, 6 ave. 4 y 5 calle S.O.

San Pedro Sula, Honduras 
Oficina:(504) 2550-1606
Cel.:(504) 3204-1984

NOTA: Este mensaje de correo electrónico es para uso único del(os) receptor(es) 
a quienes se deseó enviar y puede contener información confidencial y 
privilegiada.  Cualquier vista, uso, renvío o distribución no autorizada está 
prohibida.  Si usted no es el receptor, por favor contacte al remitente a 
través de responder al correo y destruya el original y todas las copias.


Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
http://mifos.org/  http://facebook.com/mifos  http://facebook.com/mifos







 http://www.twitter.com/mifos







 http://www.twitter.com/mifos
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[Mifos-users] June 25 User MeetUp 15:30GMT

2015-06-19 Thread Dayna Harp

25 June 2015 - 15:30 GMT

Hello Everyone - 

The next user meet up will feature a hands on demonstration of the Mifos X 
Accounting Module.  This 40-minute demonstration will review:
Chart of Accounts
Journal Entries
Accounting Rules  Frequent Postings
Periodic Closure of Accounts
Accrual Accounting
Accounts Linked to Financial Activities

Registration URL: https://attendee.gototraining.com/rt/6597896964898568705 
https://attendee.gototraining.com/rt/6597896964898568705


Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
http://mifos.org/  http://facebook.com/mifos  http://facebook.com/mifos







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[Mifos-users] User Meetup - Hands on Training

2015-06-09 Thread Dayna Harp

Hello All - 

This week’s User Meetup will feature a hands-on demonstration of New Savings 
Product Creation.  We will point you to the online documentation and provide a 
demonstration followed by a question/answer period.

See you Thursday!

11 June 2015
3:30 pm GMT

REGISTER:  https://attendee.gototraining.com/rt/6597896964898568705 
https://attendee.gototraining.com/rt/6597896964898568705


Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
http://mifos.org/   http://facebook.com/mifos  
http://www.twitter.com/mifos
 http://www.twitter.com/mifos
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[Mifos-users] User Meet Up 11 June 2015

2015-06-08 Thread Dayna Harp

Hello All - 

This week’s User Meetup will feature a hands-on demonstration of New Savings 
Product Creation.  We will point you to the online documentation and provide a 
demonstration followed by a question/answer period.

See you Thursday!

11 June 2015
3:30 pm GMT

REGISTER:  https://attendee.gototraining.com/rt/6597896964898568705 
https://attendee.gototraining.com/rt/6597896964898568705



Dayna Harp
Director Strategic Initiatives, Mifos Initiative
dh...@mifos.org mailto:mge...@mifos.org | Skype: harpcreek | Mobil: 
+1-850-312-9560 | http://mifos.org http://mifos.org/  
http://facebook.com/mifos  http://www.twitter.com/mifos
Collectively Creating a World of 3 Billion Maries 



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[Mifos-users] User Meet Up May 28th!

2015-05-27 Thread Dayna Harp

Thursday, May 28th 3:30 PM GMT

Register Now!  

Registration URL: https://attendee.gototraining.com/rt/6597896964898568705 
https://attendee.gototraining.com/rt/6597896964898568705

This week we begin a series of training sessions to be recorded and posted for 
your future training needs.

This week - New Loan Product Creation.

See you then!


Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560 | www.mifos.org http://www.mifos.org/




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[Mifos-users] User Meeting May 28th

2015-05-26 Thread Dayna Harp

Thursday, May 28th 3:30 PM GMT

Register Now!  

Registration URL: https://attendee.gototraining.com/rt/6597896964898568705 
https://attendee.gototraining.com/rt/6597896964898568705

This week we begin a series of training sessions to be recorded and posted for 
your future training needs.

This week - New Loan Product Creation.

See you then!




Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560 | www.mifos.org http://www.mifos.org/




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[Mifos-users] PCG Partners Issue

2015-05-22 Thread Dayna Harp

Can anyone in the community help Sam out with this one?

Begin forwarded message:

From: Sam Art Nut samart_...@pro-cg.com
Subject: Issue on Mifos X
Date: May 21, 2015 at 11:15:29 AM CST
To: Sangamesh N sangam...@confluxtechnologies.com, Ed Cable 
edca...@mifos.org, Dayna Harp dh...@mifos.org

Dear All,

I just find out an issue relate to loan prepayment and repayment. 

First when I made a loan prepayment, the prepaid loan still has balance. The 
system captured amount for prepayment incorrectly. I noticed that system 
incorrectly allocated amount between loan outstanding and accrued interest. It 
tends to overstate accrued interest and understate loan outstanding in the 
following entries:

Dr. Cash
Cr. Loan outstanding
Cr. Accrued Interest

Second, when we make loan repayment before due date, the transaction was 
recorded incorrectly as below:

Dr. Cash
Cr. Loan outstanding
Cr. Accrued Interest

The correct entries should be 
Dr. Cash
Cr. Customer deposit (liability) 

and on the due date, the entries should be recorded as 
Dr. Customer deposit
Cr. Loan outstanding
Cr. Accrued interest.

These errors seriously affect the quality financial report. I suggest you 
consider it as urgent priority and I would like to request any person from your 
team to discus in detail.

Best regards,

-- 
***
NUT SAM ART, ACCA, CPA (KH)
Director, Business and Financial Management Consulting 

PCG  Partners Co., Ltd
#113 (Parkway Square 1st floor) Room 1-21, Mao Tse Toung Blvd, Khan Chamkamorn, 
Phnom Penh, Cambodia
Mobile: (855) 12 403 239  mail: samart_...@pro-cg.com 
mailto:r...@pro-cg.com Skype: samart.nut Website: www.pro-cg.com 
http://www.pro-cg.com/

Disclaimer:
This email is confidential and may also be legally privileged. It is intended 
only for the stated addressee(s) and access to it by any other person is 
unauthorized. If you are not an intended addressee, you must not disclose, 
copy, circulate or in any other way use or rely on the information contained in 
this email. If you have received it in error, please inform us immediately and 
delete all copies. This email is not intended to create an offer to sell or 
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[Mifos-users] User Meeting Topics

2015-05-21 Thread Dayna Harp

Dear Mifos User Community - 

What is your biggest question about using Mifos X?  How to configure a loan? 
How to create a fixed deposit account? How to develop an internal training 
program?  Something else?

Post your wish list of topics and we will get them into the bi-weekly user 
meeting agenda.  Remember, these meetings are for you and we want to be sure 
you are getting the support you need to get the most out of Mifos X.

If you have done a unique configuration to the Mifos X platform, the community 
would love to see it!  We will set up a meeting for you to share.

Looking forward to hearing back from all of you!

-Dayna



Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560 | www.mifos.org http://www.mifos.org/




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[Mifos-users] User Meeting Today!

2015-05-14 Thread Dayna Harp

There’s still time to register. . . .

May 14, 2015 3:30 pm UTC

Register Today!   
https://attendee.gototraining.com/rt/6597896964898568705 
https://attendee.gototraining.com/rt/6597896964898568705


Mike Okelekle from Swordfish Technologies - now renamed Teracom Consulting 
Group is presenting a case study of one of his install/client experiences.
The meeting will be at 3:30 pm UTC (http://www.worldtimebuddy.com/ 
http://www.worldtimebuddy.com/ to convert your time)

Hope to see you there!

-Dayna



Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560 | www.mifos.org



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[Mifos-users] User Meeting Starting NOW

2015-05-14 Thread Dayna Harp


Register Now!   
https://attendee.gototraining.com/rt/6597896964898568705 
https://attendee.gototraining.com/rt/6597896964898568705


Mike Okelekle from Swordfish Technologies - now renamed Teracom Consulting 
Group is presenting a case study of one of his install/client experiences.
The meeting will be at 3:30 pm UTC (http://www.worldtimebuddy.com/ 
http://www.worldtimebuddy.com/ to convert your time)

Hope to see you there!

-Dayna

Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560 | www.mifos.org



--
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Widest out-of-the-box monitoring support with 50+ applications
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Deep dive visibility with transaction tracing using APM Insight.
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[Mifos-users] MAY 14 User Meeting

2015-05-13 Thread Dayna Harp

May 14, 2015 3:30 pm UTC

Register Today!   
https://attendee.gototraining.com/rt/6597896964898568705 
https://attendee.gototraining.com/rt/6597896964898568705


Mike Okelekle from Technologies - now renamed Teracom Consulting Group is 
presenting a case study of one of his install/client experiences.
The meeting will be at 3:30 pm UTC (http://www.worldtimebuddy.com/ 
http://www.worldtimebuddy.com/ to convert your time)

Hope to see you there!

-Dayna


Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560 | www.mifos.org



--
One dashboard for servers and applications across Physical-Virtual-Cloud 
Widest out-of-the-box monitoring support with 50+ applications
Performance metrics, stats and reports that give you Actionable Insights
Deep dive visibility with transaction tracing using APM Insight.
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[Mifos-users] User Meet Up May 14, 2015

2015-05-11 Thread Dayna Harp

Hello All - 

Our regular bi-weekly user meeting will feature a case study presented by 
Michael Okelekle from Swordfish Technologies - now renamed Teracom Consulting 
Group.

We will host the call and screenshare via GoToTraining.  You can register for 
each individual bi-weekly user meetup through this link: 
https://attendee.gototraining.com/rt/6597896964898568705 
https://attendee.gototraining.com/rt/6597896964898568705

Hope to see you there!

-Dayna

Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
http://mifos.org/  http://facebook.com/mifos
 http://facebook.com/mifos
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[Mifos-users] User Meet Up Today!

2015-04-30 Thread Dayna Harp

There’s still time to register for today’s User Meetup where R116 Solutions. 
Ltd will demonstrate the front end they built on top of the Mifos X platform 
for one of their clients.  This should be an interesting look.  Join us today 
at:

April 30, 2015 3:30pm UTC

Register:  https://attendee.gototraining.com/rt/6597896964898568705 
https://attendee.gototraining.com/rt/6597896964898568705
This meeting will feature a demonstration by R116 Solutions. They have 
customized Mifos X and would like to share their work.  They will cover:

ü  Creative/Innovative Consumption of MifosX API (Webservices).
ü  Frontend development on top of MifosX code base.
ü  Challenges in creating custom UI on MifosX code base.
ü  Run down of our Custom Frontend on MifosX.

After this demonstration, FINA will be taking 10-15 minutes to show their 
enhanced Android App.  They would like to receive feedback.

Note: There is a known audio issue on the GoToTraining web instance.  We 
recommend switching over to the desktop version by clicking on the Citrix logo 
and following the on-screen instruction.



Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
http://mifos.org/   http://facebook.com/mifos  
http://www.twitter.com/mifos
 http://www.twitter.com/mifos
--
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Widest out-of-the-box monitoring support with 50+ applications
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[Mifos-users] I Need Your Help

2015-04-30 Thread Dayna Harp

Hi Mifos Community!

I need updated photographs from our global deployments.  As I create marketing 
pieces, I find that my pics are getting older and older every  day.  We have so 
many inventive, impactful and brilliant projects happening all over the world, 
that I would like to be able to tell good rich stories in pictures.

Please, if you have some photographs from deployments, of your offices, of your 
communities you are serving, please send me a few.  Email them to me at 
dh...@mifos.org mailto:dh...@mifos.org

Thanks!

-Dayna

Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
http://mifos.org/   http://facebook.com/mifos  
http://www.twitter.com/mifos
 http://www.twitter.com/mifos
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[Mifos-users] Bi-Weekly User Meeting

2015-04-28 Thread Dayna Harp

April 30, 2015 3:30pm UTC

Register:  https://attendee.gototraining.com/rt/6597896964898568705 
https://attendee.gototraining.com/rt/6597896964898568705
This meeting will feature a demonstration by R116 Solutions. They have 
customized Mifos X and would like to share their work.  They will cover:

ü  Creative/Innovative Consumption of MifosX API (Webservices).
ü  Frontend development on top of MifosX code base.
ü  Challenges in creating custom UI on MifosX code base.
ü  Run down of our Custom Frontend on MifosX.

After this demonstration, FINA will be taking 10-15 minutes to show their 
enhanced Android App.  They would like to receive feedback.

Note: There is a known audio issue on the GoToTraining web instance.  We 
recommend switching over to the desktop version by clicking on the Citrix logo 
and following the on-screen instruction.

See you Thursday!



Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
http://mifos.org/   http://facebook.com/mifos  
http://www.twitter.com/mifos
 http://www.twitter.com/mifos
--
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Widest out-of-the-box monitoring support with 50+ applications
Performance metrics, stats and reports that give you Actionable Insights
Deep dive visibility with transaction tracing using APM Insight.
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[Mifos-users] April 30 User Meetup

2015-04-24 Thread Dayna Harp

Hello Everyone!

Join our next Bi-Weekly User Meetup 

April 30, 2015 3:30pm UTC

Register:  https://attendee.gototraining.com/rt/6597896964898568705 
https://attendee.gototraining.com/rt/6597896964898568705
This meeting will feature a demonstration by R116 Solutions. They have 
customized Mifos X and would like to share their work.  They will cover:

ü  Creative/Innovative Consumption of MifosX API (Webservices).
ü  Frontend development on top of MifosX code base.
ü  Challenges in creating custom UI on MifosX code base.
ü  Run down of our Custom Frontend on MifosX.

After this demonstration, FINA will be taking 10-15 minutes to show their 
enhanced Android App.  They would like to receive feedback.

Note: There is a known audio issue on the GoToTraining web instance.  We 
recommend switching over to the desktop version by clicking on the Citrix logo 
and following the on-screen instruction.

Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
http://mifos.org/   http://facebook.com/mifos  
http://www.twitter.com/mifos
 http://www.twitter.com/mifos
--
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Widest out-of-the-box monitoring support with 50+ applications
Performance metrics, stats and reports that give you Actionable Insights
Deep dive visibility with transaction tracing using APM Insight.
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[Mifos-users] Specs for Share Accounts Dividends

2015-04-20 Thread Dayna Harp

Hello All - 

As we announced in the Developer and User Meetups, I am gathering functional 
specifications for share accounts.  I would like to speak to every organization 
that supports any type of financial cooperative regardless if it is named 
SACCO, CO-OP, Credit Union or other.  I would like to learn:

1) Do you charge a membership fee?
If so, how do you charge it?

2) Do you offer a share account?
If so, is this share account separate from any other savings account?

3) How do you pay dividends on share accounts?

Your input is important to ensure core system development includes the features 
common to the community.  Once the features are collected, a Functional 
Specification page will be available in jira for your review and comment.

Please send me an email at dh...@mifos.org  to set up a Skype chat.  My 
timezone is UTC-6

Thanks for your input.  The best result stems from quality input. Your input is 
important!

Looking forward to hearing from you.

Dayna

Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
http://mifos.org/   http://facebook.com/mifos  
http://www.twitter.com/mifos
 http://www.twitter.com/mifos
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Re: [Mifos-users] [Mifos-developer] Preview of the upcoming 15.03 release

2015-04-16 Thread Dayna Harp

A demonstration of the latest release is being presented today, Thursday, April 
16 at 1530GMT, in our bi-weekly user meeting.  You can register at:

h 
https://attendee.gototraining.com/rt/6597896964898568705ttps://attendee.gototraining.com/rt/6597896964898568705
 https://attendee.gototraining.com/rt/6597896964898568705

Hope to see you in a few hours.

-Dayna


Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
http://mifos.org/   http://facebook.com/mifos  
http://www.twitter.com/mifos
 http://www.twitter.com/mifos
On Apr 16, 2015, at 7:27 AM, Dickson Njoroge njoroge.i...@gmail.com wrote:

Hello Vishwas,

Thanks for the updates. Hope it caters cash book.

Regards,

Dickson

On 04/16/2015 04:08 PM, Vishwas Babu wrote:
 Hello All,
 
 This release has now been shipped and is available for download at 
 http://sourceforge.net/projects/mifos/files/latest/download?source=directory 
 http://sourceforge.net/projects/mifos/files/latest/download?source=directory
  . The demo servers have also been updated with the latest release.
 
 Release notes can be viewed at 
 https://github.com/openMF/mifosx/blob/develop/CHANGELOG.md#1503release 
 https://github.com/openMF/mifosx/blob/develop/CHANGELOG.md#1503release
 
 Regards,
 Vishwas
 
 On 7 April 2015 at 11:40, Vishwas Babu A J vishwasbab...@gmail.com 
 mailto:vishwasbab...@gmail.com wrote:
 Hello,
 
 A preview of 15.03 Release has been updated on the staging server at 
 https://staging.openmf.org https://staging.openmf.org/
 
 This feature release ships new functionality like Collection sheets for 
 Individual loans, Client fees and enhancements to the the loans module to 
 include the ability to round off installments, fix EMI's for non-tranche 
 loans, improved flexility for pre-closure, ability to specify which loan 
 product attributes may be overridden at an individual account level and 
 greater flexibility around editing tranche definitions during loan approval 
 and disbursal.
 
 Recurring deposits have been enhanced to support open-ended deposits (no 
 maturity amount or period)
 
 Beta API's shipped in this release add the functionality for setting opening 
 balances for GL accounts and Entity mapping (can be used to map products and 
 charges to Offices or Roles)
 
 Other notable line items include security enhancements (ability to enforce 
 stronger password policies), performance improvements around batch jobs and 
 various enhancements to the community app.
 
 Note that this release moves Payments types from Code values to thier own 
 tables, custom reports and queries might break as a result of the same
 
 Detailed release notes may be viewed at 
 https://github.com/openMF/mifosx/blob/develop/CHANGELOG.md#1503release 
 https://github.com/openMF/mifosx/blob/develop/CHANGELOG.md#1503release 
 (issues which are being tested have not yet been updated here, we shall do so 
 before the release is promoted as a stable release)
 
 
 Regards,
 Vishwas
 
 
 
 
 
 
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[Mifos-users] Register Today! 15.03 Demo Mifos X

2015-04-15 Thread Dayna Harp

Hi all,

A reminder that we have our regularly scheduled user meetup taking place 
Thursday, April 16 at 1530GMT. Register for the meeting at: h 
https://attendee.gototraining.com/rt/6597896964898568705ttps://attendee.gototraining.com/rt/6597896964898568705
 https://attendee.gototraining.com/rt/6597896964898568705

As announced in the last user meeting I'll take the responsibility to host and 
moderate the meetings from now on. So any questions or comments or showcases 
you’d like to offer, please direct them to me or post them on the User Meetup 
wiki page: https://mifosforge.jira.com/wiki/display/RES/2015+User+Meetups 
https://mifosforge.jira.com/wiki/display/RES/2015+User+Meetups

This week, Sangamesh will be performing a demonstration of our new release 
15.03 highlighting the enhancements to the Platform.

One thing that will be part of every meeting is either a showcase, a hands-on 
or a tutorial. If you want to share your project, offer a hands on 
demonstration or tutorial please send your proposal one week before the meeting 
to allow proper announcement.

If you want to see a hands on or tutorial on a specific topic don't hesitate to 
propose it. 

I've created a wiki page where you can find the schedule …
https://mifosforge.jira.com/wiki/display/RES/2015+User+Meetups 
https://mifosforge.jira.com/wiki/display/RES/2015+User+Meetups

The agenda and resource documents can be found at: 
https://mifosforge.jira.com/wiki/display/RES/2015+User+Meetups 
https://mifosforge.jira.com/wiki/display/RES/2015+User+Meetups

Until Thursday, Cheers

-Dayna


Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
http://mifos.org/   http://facebook.com/mifos  
http://www.twitter.com/mifos
 http://www.twitter.com/mifos
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[Mifos-users] User Meet Up This Thursday

2015-04-13 Thread Dayna Harp

Hi all,

A reminder that we have our regularly scheduled user meetup taking place 
Thursday, April 16 at 1530GMT. Register for the meeting at: h 
https://attendee.gototraining.com/rt/6597896964898568705ttps://attendee.gototraining.com/rt/6597896964898568705
 https://attendee.gototraining.com/rt/6597896964898568705

As announced in the last user meeting I'll take the responsibility to host and 
moderate the meetings from now on. So any questions or comments or showcases 
you’d like to offer, please direct them to me or post them on the User Meetup 
wiki page: https://mifosforge.jira.com/wiki/display/RES/2015+User+Meetups 
https://mifosforge.jira.com/wiki/display/RES/2015+User+Meetups

This week, Sangamesh will be performing a demonstration of our new release 
15.03 highlighting the enhancements to the Platform.

One thing that will be part of every meeting is either a showcase, a hands-on 
or a tutorial. If you want to share your project, offer a hands on 
demonstration or tutorial please send your proposal one week before the meeting 
to allow proper announcement.

If you want to see a hands on or tutorial on a specific topic don't hesitate to 
propose it. 

I've created a wiki page where you can find the schedule …
https://mifosforge.jira.com/wiki/display/RES/2015+User+Meetups 
https://mifosforge.jira.com/wiki/display/RES/2015+User+Meetups

The agenda and resource documents can be found at: 
https://mifosforge.jira.com/wiki/display/RES/2015+User+Meetups 
https://mifosforge.jira.com/wiki/display/RES/2015+User+Meetups

Until Thursday, Cheers


Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
http://mifos.org/   http://facebook.com/mifos  
http://www.twitter.com/mifos
 http://www.twitter.com/mifos
--
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Develop your own process in accordance with the BPMN 2 standard
Learn Process modeling best practices with Bonita BPM through live exercises
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Re: [Mifos-users] [Mifos-developer] funds source for teller transaction

2015-03-04 Thread Dayna Harp

From my perspective as an end user, I think this makes a great deal of sense 
and will ease the initial system set up for the FI.

Cheers, 

Dayna

Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
http://mifos.org/   http://facebook.com/mifos  
http://www.twitter.com/mifos
 http://www.twitter.com/mifos
On Mar 4, 2015, at 8:39 AM, Mithun Kashyap mit...@confluxtechnologies.com 
wrote:

Hello,

I am working on cleaning up the Teller management module and wanted to run the 
following change by the mailing list

For the teller module, we need to be able to identity all cash transaction done 
a  teller easily, this identification helps us switch out the fund source for 
all teller transactions (loan disbursements, repayments, savings deposits etc) 
with the cash account mapped to a teller.

Currently, payment types are user defined, so there is no way for me to 
identify a payment type as a Cash payment.

To help with the same and based on the assumption that inn the future we will 
be doing a lot of other activity based on payment types, I am planning to move 
payment types from user defined code values to their own table.

To do so I will be making the following changes

1) Firstly, removing foreign key associations from m_payment details to code 
value

Migrate all payment related code values to a new table (m_payment_type). This 
table would have a flag to identify cash payment types (is_cash_payment).

The primary key value for migrated data in m_payment_type would be their 
original code value Id's, so now I can add foreign keys from m_payment_details 
to this table

2) I would add API's to create/edit and delete payment types and consume them 
under Organization tab in the community app

To ensure that existing api's do not break, the same signature would be 
maintained for all repayment templates etc (where payment type is treated as a 
code value)

Please let me know if anybody has any comments regarding the same

The Jira for the same has been created at MIFOSX-1904

Thanks,

Mithun
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[Mifos-users] Need Spanish Translation Help

2015-02-04 Thread Dayna Harp

Hello Everyone - 

We are getting the Mifos X message out to Latin America.  To that end, I’ve 
taken our overview information document and translated it into Spanish using 
Google translate.

I am looking for someone who can read and edit the document to ensure the 
translation is correct.  

Are there any volunteers out there who can take up an hour-long task to verify 
my work?

Please reach out to my email dh...@mifos.org mailto:dh...@mifos.org

Thanks all!


Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
http://mifos.org/   http://facebook.com/mifos  
http://www.twitter.com/mifos
 http://www.twitter.com/mifos
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look and join the conversation now. http://goparallel.sourceforge.net/___
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[Mifos-users] Fwd: Apply Today! 2015 HBS-Accion Program on Strategic Leadership in Inclusive Finance

2014-12-11 Thread Dayna Harp

Hello All - 

I received the attached announcement and I believe it is a good opportunity for 
you to submit an application to attend this session on strategic leadership in 
financial inclusion.  Take a read and see if you can be accepted and get a 
scholarship!


Begin forwarded message:

Subject: Apply Today! 2015 HBS-Accion Program on Strategic Leadership in 
Inclusive Finance
From: Elisabeth Rhyne hbsacc...@accion.org mailto:hbsacc...@accion.org
Reply-To: Elisabeth Rhyne hbsacc...@accion.org mailto:hbsacc...@accion.org
To: Dayna dh...@mifos.org mailto:dh...@mifos.org
Date: December 9, 2014 at 2:08:45 PM CST

Harvard Business School (HBS) and Accion are excited to announce the 10th 
annual Program on Strategic Leadership in Inclusive Finance!
 
View this email in your browser 
http://us5.campaign-archive1.com/?u=394352ae963270aef6c51680did=045eb63e99e=8af255d0f6

Calling all leaders in financial inclusion!
We are pleased to announce that the Harvard Business School - Accion Program on 
Strategic Leadership in Inclusive Finance is accepting applications for the 
2015 program. Applying is easy – just click here 
http://centerforfinancialinclusion.us5.list-manage.com/track/click?u=394352ae963270aef6c51680did=88b10e3468e=8af255d0f6
 to access and complete the 2015 online application. If you know individuals 
who might be interested in the program, please feel free to forward them this 
email. 

The Harvard Business School - Accion Program on Strategic Leadership in 
Inclusive Finance 
http://centerforfinancialinclusion.us5.list-manage1.com/track/click?u=394352ae963270aef6c51680did=9ea23e9df6e=8af255d0f6
 offers leaders from around the world an exceptional opportunity to connect 
with peers while engaging with some of the HBS faculty's foremost thinkers in 
business strategy and management. It is an opportunity NOT to be missed if you 
are working in a leadership position in what has become a very complex industry.

The HBS-Accion Program will take place April 6-11, 2015 in Boston, 
Massachusetts. We are able to offer a limited number of scholarships through 
the MasterCard Foundation Microfinance Scholars Program and all candidates 
interested in applying for a scholarship should indicate so on their 
application. 

Please note that applications are reviewed on a rolling basis, so I encourage 
you to apply early. Applications are due December 31, 2014 and are to be 
submitted online.

For questions about the program or applying, please contact 
hbsacc...@accion.org mailto:hbsacc...@accion.orgdirectly.  

Best wishes,


Elisabeth Rhyne
Managing Director, the Center for Financial Inclusion

Copyright © 2014 Center for Financial Inclusion at Accion, All rights reserved.
You are receiving this email because we thought you might be interested in the 
2015 HBS-Accion Program on Strategic Leadership in Inclusive Finance

Our mailing address is:
Center for Financial Inclusion at Accion
1101 15th St NW
Suite 400
Washington, DC  20005

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update subscription preferences 
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Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org mailto:edca...@mifos.org | Skype: harpcreek | Mobile: 
850.312.9560

Collectively Creating a World of 3 Billion Maries | http://mifos.org 
http://mifos.org/   http://facebook.com/mifos  
http://www.twitter.com/mifos

 http://www.twitter.com/mifos
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[Mifos-users] test

2014-09-02 Thread Dayna Harp

testing set up

Dayna Harp
Director Strategic Initiatives, The Mifos Initiative
dh...@mifos.org | Skype: harpcreek | Mobile: 850.312.9560

Collectively Creating a World of 3 Billion Maries | http://mifos.org  

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