Manage Branches

This page provides information about creating and managing branches, holidays, and non-working days.

Branch creation

Please Note

To create, update, or delete a branch, branch holidays, or non-working days, you must have the appropriate permissions. For more information, see Roles and Permissions.

To create a branch:

1. Go to Admin > Manage Branches > Branches.
2. Click on "Add Branch" button.
3. A form will be opened for you to fill out.
4. Click Submit

Please Note

When a new branch is created, the system automatically creates general ledger accounts that correspond to that branch. For more information, see General Ledger Account Creation.

Fields for branch:

Field	Description
Name	Branch name
Geographical Location	Loacation of the branch
Branch Code	Branch code used to identify the branch other than branch name
Date of Opening	Date of opening is used on automatic general ledger creation. The date will be the general ledger creation date. This date can be backdated
Loan Products	Select the loan products that will be availbale to this branch

Edit a branch

To edit a branch:

1. Go to Admin > Manage Branches > Branches.
2. Click on the branch name in the branch list. This will take you to the branch profile. On the branch profile, click on the "Edit" button to open the edit form.
3. Edit the details and Click submit.

Please Note

Date of opening can not be edited since it was used to create general ledger accounts for the branch.

Please Note

Branch can not be deleted once created.

Holidays and Non-Working Days

Holidays and non-working days are defined in the Lenda system to ensure that loan schedules are not created for those days. This helps avoid situations where the system sends missed installment alerts to clients on days when they cannot access services from the organization.

Holidays creation

To create holidays:

1. Go to Admin > Manage Branches > Holidays.
2. Click on "Add Holiday" button.
3. A form will be opened for you to fill out.
4. Click Submit

Fields for Holidays:

Field	Description
Name	Holiday name
Holiday date	Holiday date
Branches	Branches affected by the holiday.
Is recurring	Is there a holiday every year on the same date

Edit and Delete Holidays

To edit holiday:

1. Go to Admin > Manage Branches > Holidays.
2. Click on the description in the holiday list. This will open the holiday profile. On the holiday profile, click on the "Edit" button to open the edit form.
3. Edit the details and Click Submit.

To delete holiday:

1. Go to Admin > Manage Branches > Holidays.
2. Click on the description in the holiday list. This will open the holiday profile. On the holiday profile, click on the "Delete" button. A confirmation dialog box will appear. Click "Delete" in the dialog box to confirm the deletion.

Non-working days creation

To create non-working days:

1. Go to Admin > Manage Branches > Non-working days.
2. Click on "Edit" button. A form will be opened for you to edit.
3. Edit and Click Submit. You can select multiple non-working days e.g Saturday and Sunday.

Fields for Holidays:

Field	Description
Non-Working days	Day's the organization is not operational

Please Note

To edit or delete non-working days, follow the same steps that you would use to create a new non-working day.