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.