thanks Kay, that would work well for us. I thought maybe there was a way already that we were missing! I'll log it as an enhancement request. G
On 30/09/2010, Kay Chau <[email protected]> wrote: >> 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 > ------------------------------------------------------------------------------ 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
