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Mifos/Fineract Accounting Integration

by
Odoo

193.29

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Community Apps Dependencies
Lines of code 4595
Technical Name mifos_accounting
LicenseOPL-1
Websitehttps://ictpack.com
Versions 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Community Apps Dependencies
Lines of code 4595
Technical Name mifos_accounting
LicenseOPL-1
Websitehttps://ictpack.com
Versions 16.0 17.0 18.0

💰 MifosX/Fineract Accounting Integration

Complete accounting synchronization between Odoo and MifosX/Fineract microfinance platform

v17.0.0.0.0 - Odoo 17 Compatible

🎯 Unified Financial Reporting

No More Dual System Reporting!

📊

Single Platform

Generate all financial reports in Odoo instead of switching between systems

🔗

Consolidated Data

Combine MifosX/Fineract microfinance data with other Odoo accounting data

📈

Advanced Analytics

Leverage Odoo's powerful reporting tools for comprehensive financial analysis

Time Saving

Eliminate duplicate work and streamline your reporting process

💡 Key Advantage

Instead of maintaining separate reporting systems for MifosX/Fineract and Odoo, you can now pull all your accounting data into Odoo and generate comprehensive financial reports from a single platform. This eliminates the need to switch between systems and provides a unified view of all your financial data.

✨ Core Features

📊 Chart of Accounts Sync

Automatically synchronize Chart of Accounts from MifosX/Fineract to Odoo with progressive sync support for large datasets. Handle thousands of accounts efficiently with pagination and batch processing.

📝 Journal Entries Sync

Transaction-based journal entry synchronization using MifosX/Fineract transaction IDs. Create balanced journal entries with automatic debit/credit matching and currency handling.

🔄 Progressive Sync System

Intelligent progressive synchronization that processes large datasets in batches. Resume from last position, handle timeouts, and prevent data loss during long sync operations.

💱 Multi-Currency Support

Full multi-currency support with automatic currency detection and conversion. Handle foreign currency transactions with proper exchange rate management.

📋 Transaction Management

Comprehensive transaction tracking with detailed views, filtering, and status management. Track sync progress, errors, and transaction history with date-based filtering.

⚙️ Auto-Posting Control

Configurable auto-posting of journal entries. Choose to keep entries in draft state for review or automatically post them upon successful sync.

🚀 Advanced Features

🔄 Concurrency Control

Smart concurrency management allowing multiple sync instances while preventing conflicts and data corruption.

⏱️ Timeout Management

Automatic timeout detection and recovery for stuck sync operations with configurable timeout settings.

📊 Real-time Progress

Live progress tracking with percentage completion, record counts, and estimated time remaining.

🔗 Dependency Management

Enforce Chart of Accounts sync before Journal Entries with clear dependency indicators and validation.

📅 Date-based Filtering

Advanced date filtering for transactions with Today, This Week, This Month options and custom date ranges.

🔄 Update Control

Configurable update behavior for existing records with options to skip, update, or create new entries.

🔄 Sync Workflow

1️⃣

Configure

Set up MifosX/Fineract connection and sync parameters

2️⃣

COA Sync

Synchronize Chart of Accounts with progressive sync

3️⃣

Journal Sync

Sync journal entries using transaction-based approach

4️⃣

Monitor

Track progress and manage transactions

🎯 Key Benefits

⚖️

Balanced Entries

Automatic creation of balanced journal entries with proper debit/credit matching.

🚀

High Performance

Handle large datasets efficiently with progressive sync and intelligent batching.

🔒

Data Integrity

Ensure data consistency with transaction-based sync and validation checks.

🛠️

Easy Management

Intuitive interface with comprehensive monitoring and control features.

🚀 Quick Start

# 1. Install the platform connector first
Apps → Search "MifosX/Fineract Platform Connector" → Install
# 2. Install the accounting module
Apps → Search "MifosX/Fineract Accounting" → Install
# 3. Configure your MifosX/Fineract instance
MifosX/Fineract Integration → Configurations → Create
# 4. Sync Chart of Accounts first
MifosX/Fineract Accounting → Chart of Accounts Sync → Sync
# 5. Sync Journal Entries
MifosX/Fineract Accounting → Journal Sync → Sync

💡 Pro Tip

Always sync Chart of Accounts before Journal Entries. The system will enforce this dependency automatically to ensure data integrity.

🔐 Security & Permissions

👨‍💼 Accounting Manager

Full access to all accounting features, sync operations, and configuration management.

👤 Accounting User

Read-only access to accounting data, sync status, and transaction viewing.

💰 MifosX/Fineract Accounting Integration

Complete accounting synchronization for microfinance institutions

Odoo 17 Compatible Enterprise Ready Progressive Sync Multi-Currency
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
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any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
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THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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