Page tree
Skip to end of metadata
Go to start of metadata

Branches are the physical offices used by your financial institution to conduct business transactions with clients. It is important to set-up branches correctly because the profiles of clients and accounting transactions are linked to branches, and many reports can be filtered by branch.

Create a branch

Click + Create button at the upper right-hand corner and fill the following fields: 

  • Name (required)
  • CODE (required)
  • Address
  • Description

After that, click the Save button at the upper right-hand corner to save the new entry or Cancel to quit without changes.

Edit branch

Click on the entry you want to edit to go the entry details where you will find the Edit button.

Once changes are made, click Save to save them or Cancel to discard.


  • No labels