Structuring your Organization's Branches and Centres
- Updated On 03 Jan 2019
- 2 Minutes To Read
The term branch is the default label in Mambu for an internal organisation's subdivision, it can be a physical place where services are provided to clients, a business unit or any other way in which an organisation can be organised into. The label to refer to branches can be adjusted to reflect the nature of the division employed by each organisation.
Branches allow the assignment of staff members and clients, allowing specific branch-level reporting, accounting is also branch - centred.
To create a new branch:
- Go to Administration
- Click on Organization > Branches > New Branch
- Fill in the form
- Create Branch
Setting Holidays for Branches
Branch-specific holidays allow granular holiday management, these work in conjunction with general holidays with loan schedules of clients belonging to each branch.
To set up branch-specific holidays:
- Go to Administration > Organization > Branches
- Click on Actions
- Set Holidays
- Add Holiday
- Enter description, date and recurring status
- Click Add
- Save Changes
Editing a branch
To make any changes in your organization's branches:
- Go to Administration > Organization >
- Click on Actions > Edit >
- Make the changes > Save
Centres are a subdivision of branches, meaning that each branch can have a number of centres that are associated with them. Only clients or groups can be assigned to branches, however, users cannot be assigned to centres, only to their corresponding branch.
Centres can also be reported on, however, there is no specific centre-level accounting
To create a new centre:
- Go to Administration
- Click on Organization > Centres > New Centre
- Fill the form
- Click Create Centre
Deactivating Branches and Centres
Branches and Centres can be deactivated from Administration, by clicking Actions and then Deactivate on the respective Branch or Centre. They can be deactivated even if active accounts are still associated with the respective branch or centre and this is useful, for example, as it doesn't allow associating a client to the respective deactivated branch or centre anymore.
Deactivating or reactivating a Branch or a Centre can be performed only by users with "Edit Branch" and/or "Edit Centre" permissions.
Deactivated branches / centres can be visually identified by a "deactivated" marker after the name of the Branch/Centre across Mambu and this means you can still make searches or pull reports for the deactivated object.
Centre's Meeting Day
If your credit officers visit the clients weekly and on a specific day to collect repayments, defining that day will ensure that when creating new accounts for those clients. Mambu will reschedule automatically the first repayment to the next possible day according to the settings in the relevant field for Centre's Meeting Day.
View Organizational Structure
To see the list of all of your organization's branches, centers, and users go to the Organization tab.
Click on a specific branch to see its General information, comments and a list of activities associated to it.