Branches

Add and edit branches, and understand what each branch scopes.

Workflow

  1. 1

    Add a branch

    Settings → Branches lists every branch with its code, location and status. Add a new branch with a name, code, region, district, ward and address; choosing the ward fills in its postcode. A new branch starts active.

  2. 2

    Edit and suspend

    Edit the name, location or address. A branch code cannot change once records exist. Suspend a non-head-office branch; staff cannot open a suspended branch.

  3. 3

    What a branch scopes

    A branch scopes loans, repayments, members and meeting activity. A VICOBA group has one meeting place, so it does not use multiple branches. Your plan sets the branch count limit.

See it in Adili

Follow the screen, step by step

The examples use safe training data. Names and amounts in your account will be different.

Add a branch

1 Add a branch

What to do

  1. 1. Settings → Branches lists every branch with its code, location and status. Add a new branch with a name, code, region, district, ward and address; choosing the ward fills in its postcode. A new branch starts active.
  2. 2. Edit the name, location or address. A branch code cannot change once records exist. Suspend a non-head-office branch; staff cannot open a suspended branch.
  3. 3. A branch scopes loans, repayments, members and meeting activity. A VICOBA group has one meeting place, so it does not use multiple branches. Your plan sets the branch count limit.

You should see

The head office stays active.