Branches
Create business locations, and set each branch’s contact details and loan limits.
A branch (business location) is where members are registered and transactions happen. Every member, loan, savings account, till and vault belongs to a branch, and every user is limited to the branches they are given.
Create a branch
- Open and click Add.
- Fill in the fields below and save.
- Create a vault for the branch before tellers start work.
- Give users access to the new branch in Users.
Fields
| Field | Required | What it means |
|---|---|---|
| Name | required | Branch name used in lists, reports and on documents, e.g. “Kisumu Branch”. |
| Location ID | optional | Your own branch code. Leave blank to have one generated. |
| Landmark, city, state, country, zip code | optional | Physical address printed on statements and receipts. |
| Mobile, alternate number, email, website | optional | Contact details shown to members. |
| Minimum / maximum loan amount | optional | Branch-level limits. A loan outside these limits cannot be created at this branch, even if the product allows it. |
| Minimum / maximum interest rate | optional | Branch-level interest rate limits applied on top of the product’s own range. |
| Invoice scheme / layout | optional | Numbering and layout of receipts printed at this branch. |
Tip
Head office counts as a branch. Create it first and use it for institution-wide staff.
Branch capital
You can record each branch’s capital allocation (store, update or remove entries) from the branch’s capital screen, so branch-level returns can be reported.
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