Hi Stephen,
I think the option Emily gave works. It requires serious planning most
especially in the area of back dating as this will affect the interest if
not properly planned. To the best on my knowledge, for about 300 clients,
this is not a big task. The issue is planning and make sure the system back
dating is properly done. You may need about 6 data entry officers to do the
job within a period of a week if they transactions are not too many
considering that they are MFI.
Should you require more information, please let me know
Thank you,
Gbolahan Oshonubi
Intelligent Network Services Ltd
[email protected]
Mobile +234-8023175974
Remain blessed
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From: "Emily Tucker" <[email protected]>
Sent: Wednesday, February 25, 2009 11:40 PM
To: [email protected]
Subject: Re: [Mifos-users] [Mifos-functional] How to create loans that were
in the past
Hi Stephen,
Great to hear from you again! I've moved this email over to the
mifos-users list, since it's more appropriate for that forum.
For such a small client base, I would strongly recommend entering the
data by hand. You will have to back-date the system date on the
computer (to the date of the loan with the oldest disbursal date) and
move it forward as you're entering transactions and new loans. You'll
need to enter the centers, groups, and client one-by-one, but you can
use the bulk-loan-creation feature to create loans in bulk and the
collection sheet entry pipeline to enter in weekly transactions. This
process requires careful planning and coordination-- but it's very
doable. The cost of hiring data entry personnel should also be quite
affordable. Jitegemea, one of the early adopters of Mifos, migrated
about 2000 clients using this approach and it worked well for them.
They used recent college graduates from Nairobi as data entry clerks--
at a very affordable rate.
If your MFI has savings accounts-- I'd recommend just migrating the
opening balances of the account and not the withdrawal/deposit history.
This is all that most MFIs require.
Let me know if you have any other questions. I sure Khadija Shamte, at
Adept Systems in Nairobi (who drove the Jitegemea deployment) would be
happy to chat with you about their approach.
Cheers,
Emily.
> -----Original Message-----
> From: Stephen T. Kaufman [mailto:]
> Sent: Tuesday, February 24, 2009 1:15 PM
> To: Mifos functional Mifos
> Cc: Joel Shuflin
> Subject: [Mifos-functional] How to create loans that were in the past
>
> We are implementing Mifos at an MFI in Ghana. The MFI has about 300
> clients
> that they want to enter. The loans have been taken out on various
dates
> in
> the past 1-3 years. All the current tracking is paper based, and they
> are
> trying to migrate into Mifos.
>
> We are running Database Version 204; Subversion Revision Number
> v1....@13431
>
> Is there an established practice for doing this? Can anyone share the
> steps
> to do it either in bulk from spreadsheet or one by one through the UI.
> Can
> things be "back dated". I saw the spreadsheet on the mifos.org site,
> but I
> am not clear on how to do a load from it.
>
> I thought I saw a thread on this once, but can't find it.
>
>
> Stephen Kaufman
> Vice President
> Global Business Assist (gba.org)
>
>
>
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-OSBC tackles the biggest issue in open source: Open Sourcing the Enterprise
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-Receive a $600 discount off the registration fee with the source code: SFAD
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