{"id":35,"date":"2025-11-06T09:36:54","date_gmt":"2025-11-06T09:36:54","guid":{"rendered":"https:\/\/kb.ourproperty.ng\/property-manager\/?post_type=docs&p=35"},"modified":"2025-12-01T08:04:07","modified_gmt":"2025-12-01T08:04:07","password":"","slug":"adding-branches","status":"publish","type":"docs","link":"https:\/\/kb.ourproperty.ng\/property-manager\/docs\/staff-branch\/adding-branches\/","title":{"rendered":"How To Manage Branches"},"content":{"rendered":"\n
\"\"<\/figure>\n\n\n\n

\ud83d\udc64 Create Staff<\/strong><\/h3>\n\n\n\n

Click this button to add a new staff member<\/strong> to this branch.
You\u2019ll be able to enter their details, assign roles, and set permissions based on their responsibilities.<\/p>\n\n\n\n

Keep your team organized and properly managed from one place.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n


\ud83c\udfe2 Edit Branch Details<\/strong><\/p>\n\n\n\n

Click this button to update information<\/strong> about this branch.
You can modify the branch name, address, contact details, or other relevant settings to keep your records accurate and up to date.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\ud83e\uddfe Invoice Summary<\/strong><\/h3>\n\n\n\n

This section provides a comprehensive overview<\/strong> of all invoices related to this branch.
It displays the total number of invoices issued<\/strong>, along with a breakdown of those that are paid<\/strong>, pending<\/strong>, or overdue<\/strong>.<\/p>\n\n\n\n

Use this summary to quickly monitor the financial status<\/strong> of the branch, track payments, and ensure proper billing and collections are in place for smooth operations.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

The Branch Summary Card gives you a quick snapshot of key activities and performance metrics<\/strong> for this branch.
These cards help you monitor operations at a glance<\/strong>, stay informed on every progress, and make faster, smarter decisions for branch-level management.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

The Branch Wallet Card provides a real-time overview of the branch\u2019s financial status<\/strong>, including its current wallet balance<\/strong> and recent transaction history<\/strong>.<\/p>\n\n\n\n

\ud83d\udd12 You also have the option to hold the branch wallet<\/strong>, so that all transactions from this branch<\/strong> are automatically redirected to the main company wallet<\/strong> for centralized control.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\ud83d\udc65 Staff Summary Card<\/strong><\/h3>\n\n\n\n

The Staff Summary Card provides a quick overview of all staff members<\/strong> assigned to this branch, allowing you to access their profiles<\/strong> or send messages with a single click<\/strong>.<\/p>\n\n\n\n

Use the “See All”<\/strong> button to view the full staff list in detail and monitor their activities across the company\u2019s platforms.<\/p>\n\n\n\n

It ensures that the right people are in place<\/strong>, helping your branch run smoothly and efficiently.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

The Wallet Analysis Card provides a comprehensive snapshot<\/strong> of the branch\u2019s financial performance over time<\/strong>, displayed in a clear and visual chart format.<\/p>\n\n\n\n

It helps branch managers and administrators to: Analyze financial health and Track cash flow trends.
<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

The Branch Activities Card provides a real-time overview<\/strong> of all recent actions and operational updates within the branch.<\/p>\n\n\n\n

It enables branch managers and administrators to monitor day-to-day activities<\/strong>, track operational flow<\/strong>, and identify key updates<\/strong> made by staff, ensuring transparency and smooth coordination across all tasks.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\ud83d\udcb3 Recent Transactions<\/strong><\/h3>\n\n\n\n

The Recent Transactions section provides a real-time view of the latest financial activities<\/strong> within the branch wallet.<\/p>\n\n\n\n

You\u2019ll see key details including:
\ud83d\udd04 Date and time<\/strong> of each transaction
\ud83d\udcb0 Amount<\/strong> Received or Spent
\ud83e\uddfe Transaction type<\/strong> (Deposit, Withdrawal, Transfer, etc.)
\ud83e\uddd1\u200d\ud83d\udcbc Initiated by<\/strong> (Staff or Client)<\/p>\n\n\n\n

Click the “See All”<\/strong> button to view the full transaction history and track all financial movements within the branch.<\/p>\n","protected":false},"excerpt":{"rendered":"

\ud83d\udc64 Create Staff Click this button to add a new staff member to this branch.You\u2019ll be able to enter their details, assign roles, and set permissions based on their responsibilities. Keep your team organized and properly managed from one place. \ud83c\udfe2 Edit Branch Details Click this button to update information about this branch.You can modify […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_eb_attr":"","footnotes":""},"doc_category":[16],"glossaries":[],"doc_tag":[],"class_list":["post-35","docs","type-docs","status-publish","hentry","doc_category-staff-branch"],"acf":[],"year_month":"2026-04","word_count":447,"total_views":"155","reactions":{"happy":"1","normal":"0","sad":"0"},"author_info":{"name":"hostephen","author_nicename":"hostephen","author_url":"https:\/\/kb.ourproperty.ng\/property-manager\/author\/hostephen\/"},"doc_category_info":[{"term_name":"Staff & Branch","term_url":"https:\/\/kb.ourproperty.ng\/property-manager\/docs-category\/staff-branch\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/docs\/35","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/comments?post=35"}],"version-history":[{"count":3,"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/docs\/35\/revisions"}],"predecessor-version":[{"id":352,"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/docs\/35\/revisions\/352"}],"wp:attachment":[{"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/media?parent=35"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/doc_category?post=35"},{"taxonomy":"glossaries","embeddable":true,"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/glossaries?post=35"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/doc_tag?post=35"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}