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Branch Manager

The Branch Manager workspace is the single-branch command board, rolling up that branch's portfolio, arrears, cash position, staff queues and pending approvals. It gives a manager full situational awareness of their location without enterprise-wide noise. Managers use it to run the branch and act on approvals routed to them.

Branch Manager
Branch Manager — live screen from the BridgeERP MFI Suite.

Workflow

  1. Open MFI > My Workspace > Branch Manager
  2. Review the branch KPI summary and arrears figures
  3. Action approval requests routed to your authority level
  4. Drill into staff queues to balance workloads
  5. Monitor branch cash position against limits

Notes & rules

  • Branch-scoped roll-up of portfolio, cash and approvals
  • Links to branch, approval and till records
  • Related: My Pending Approvals, Branch Analysis
  • Used by branch managers
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