Branch Management
Configure and manage your entire branch network — services, limits, staff, cash positions, and performance — from one admin panel.
Branch Management gives head office a single console to control every aspect of your physical and virtual branch network. Add new branches in minutes, configure which services each branch can offer, set transaction limits, assign staff, and monitor real-time performance — without visiting a branch or relying on phone calls. Every configuration change is logged in the audit trail.
Everything you need, nothing you don't
Branch Onboarding
Create and activate a new branch from the admin panel in minutes. Define the branch name, address, contacts, operating hours, and regional classification.
Service Configuration
Choose which platform services each branch is authorised to offer. Restrict a rural branch to basic services, or enable a flagship branch for the full catalogue.
Transaction Limits
Set per-branch and per-teller transaction limits — maximum single transaction value, daily volume caps, and service-specific restrictions — enforced automatically.
Staff Assignment
Assign users to branches and define their role within that branch. A user can have different roles at different branches — e.g. Teller at one, Manager at another.
Real-Time Performance Dashboard
Monitor every branch's live transaction volumes, cash positions, pending approvals, and service performance from the head office console.
Inter-Branch Transfers
Authorise and execute cash or float transfers between branches, with full approval workflow and automatic GL posting on both legs of the transfer.
Operating Hours Enforcement
Configure permitted operating hours per branch. Transactions attempted outside those hours are blocked — with a configurable override for authorised users.
Branch Reporting
Generate branch-level performance reports covering volumes, values, revenue contribution, and exception counts — comparable across all branches in a single view.
Built for your team
Manage dozens or hundreds of branches from a single screen — with no per-branch software installation, no manual reporting calls.
Monitor and compare the performance of every branch in your region with drill-down into any transaction, teller, or service.
Access a full configuration change log for every branch — who changed what, when, and from which IP address.
Often used together with
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