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From Shreyaank Byadagi <shreya...@confluxtechnologies.com>
Subject Re: [Mifos-developer] Configure Mifos for EMI payment on a particular day of month
Date Fri, 21 Oct 2016 10:39:00 GMT
Hi Mexina,

Please come over Skype, let me guide you in resolving it.

Regards
Shreyaank



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On Fri, Oct 21, 2016 at 3:50 PM, Mexina M Daniel <mexina@singo.co.tz> wrote:

> Hi all!
>
> I was trying to reproduce this and observed something seems like a bug
>
> When i reached to the part of *Attach Meeting* by mistake i set the wrong *meeting
> date* and other parts set as instructed.
>
> When i was applying for a loan is when i saw the meeting details with a
> wrong meeting date (i cancelled the application)
>
> *Now:* -- I can't find a place to edit the meeting date
>           -- I decided to attach meeting hoping it will overwrite the
> previous date but it didn't because when i applied for loan again it showed
> both meeting dates with two check boxes of "*Sync repayment with meeting*"
> and of "*Sync disbursement date with meeting*"
>           -- And even when i tried to check the box for "*Sync repayment
> with meeting*" of the latest date (the date that i wanted) it checked
> both boxes, meaning if i want to Sync i have to Sync with both meeting
> dates which is not right.
>
> Is this how it supposed to be, am i missing something?
>
> Regards
> Mexina
>
>
>
>
> On 10/21/2016 09:03 AM, Shreyaank Byadagi wrote:
>
> Hi Thomas,
>
> As Ed suggested I agree upon his procedure of configuration. And I am
> providing you the detailed description of the same:
>
> Step 1: Navigate to Admin>>Products>>Loan Products>>Create Loan Product
> Step 2: Define the Loan Product in such a way that "Amortization" is set
> to *Equal Installments *and make sure that "Repaid Every" should *1
> Months.*
> Step 3:Next go to *Groups/Centers, *on the screen you will see a drop
> down "More". Click on it and say *Attach Meeting.*
> Step 4:Set your required *meeting date, *Under Repeat details set
> "Repeats" as *monthly *and "Repeats every should be" *1 Month.*
> Step 5:Under groups you will see *Group Loan Application *make sure that
> check box for "*Sync repayments with meeting*" is active.
>
> Regards
> Shreyaank
>
>
>
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>
> On Thu, Oct 20, 2016 at 9:04 PM, Ed Cable <edcable@mifos.org> wrote:
>
>> Hi Thomas,
>>
>> Welcome to the community! I'm going to forward your email to the
>> fineract-users mailing list and also have cc'd Shreyank who can provide a
>> more detailed answer but in short when configuring the new loan product,
>> you'll want to select Equal Installments under Amortization type while
>> configuring the terms of the product. You'll also want to select 1 month
>> for "Repaid Every"
>>
>> Next you'll need to configure the meeting schedule for the group or
>> center that the client belongs to. Go to a group or center and then click
>> Attach Meeting and then you select the day of the month you want the
>> meeting to be on, check the box for repeating and for repeat details select
>> Monthly and Every 1 month
>>
>> Now that you have the loan product configured and a meeting configured,
>> when you create a specific loan account for an individual client, under
>> Meeting Details, you'll want to check the box to "Sync repayments with
>> meeting"
>>
>> Ed
>>
>> On Thu, Oct 20, 2016 at 7:39 AM, Thomas Varghese <
>> thomas.v@knabfinance.com> wrote:
>>
>>> Hello,
>>>
>>>
>>>
>>> I wanted to configure a loan product where the EMI payment is on a
>>> particular day of the month (eg 10th of each month).
>>>
>>> How do I configure this?
>>>
>>>
>>>
>>> Thanks & Regards,
>>>
>>> *Thomas Varghese*
>>>
>>> KNAB finance advisors pvt ltd
>>>
>>> Web: www.KNABfinance.com <http://www.knabfinance.com/>
>>>
>>> LinkedIn: https://www.linkedin.com/company/KNABfinance
>>>
>>> Facebook: https://www.facebook.com/KNABfinance
>>>
>>>
>>>
>>> This message contains information that may be privileged or confidential
>>> and is the property of KNAB finance. It is intended only for the person to
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>>
>>
>>
>> --
>> *Ed Cable*
>> Director of Community Programs, Mifos Initiative
>> edcable@mifos.org | Skype: edcable | Mobile: +1.484.477.8649
>>
>> *Collectively Creating a World of 3 Billion Maries | *http://mifos.org
>> <http://facebook.com/mifos>  <http://www.twitter.com/mifos>
>>
>>
>
>
> --
> Thanks and Regards
> Shreyaank
> E-mail:shreyaank@confluxtechnologies.com
>
>
> --
> Mexina M Daniel
> Lead Software Developer
> Research & Development
>
> Tel:+255 222 618 511 | Mob: +255 712 110 791
>
> Singo Africa Limited
> Block G,Mbezi Beach B| 7 Nakawale Road| P.O.Box 78908| 14121 Dar es Salaam
> singo.co.tz
>
> Lets grow together
>
>


-- 
Thanks and Regards
Shreyaank
E-mail:shreyaank@confluxtechnologies.com

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