Organization Profile and Branding

You can set up your organisation’s profile by providing details like the organisation name, company address, and primary contact.

To set up the organisation profile:

  1. Switch to Admin View.
  2. Go to Settings on the left sidebar.
    (OR)
    Click the Gear icon at the top right side.
    Organization Profile and Branding
  3. Click Organisation Profile under Organisation.
    Organization Profile and Branding
  4. You can edit the following parameters:
    • Company Logo: The logo you upload here will be reflected in all your documents. You can simply click the Upload Logo button, select the image file, and upload it. Preferred Size: 240px*240px with 72 DPI. Maximum File Size: 1 MB.
    • Organisation Name: You can edit your organisation name entered during quick setup, if required.
    • Company Address: Provide your detailed address along with other contact details such as phone number, website, etc.
      Organization Profile and Branding

Primary Contact

You can change or edit the primary contact. Emails across the organisation will be sent from the primary contact’s email address.

To add new organisation contacts:

  1. Click Configure Emails.
    Organization Profile and Branding
  2. In the popup that opens, click + Add Additional Contact.
    Organization Profile and Branding
  3. Enter the user’s name and email address. Click Save. Your new contact will be added.
    Organization Profile and Branding

To mark that user as a primary contact:

  1. Click the More icon at the right corner of the user you want to mark as primary.
  2. Click Mark as Primary. Your new contact will now be the primary contact and all the emails across the organisation will be sent from the primary contact’s email address.

Regional Settings

Configure the basic settings of your organisation in this section.

  • Base Currency: You can choose the base currency in which all your accounting is done. You can also manage currencies efficiently using the Manage Currencies option present right next to the base currency text field.
  • Fiscal Year: Choose the accounting year of your organisation.
  • Language: Select the language with which you want to use your Zoho Expense organisation.
  • Time Zone: Change or edit your time zone.
  • Date Format: Change or edit the date format according to your requirements.
    Organization Profile and Branding

    Note: You cannot change the base currency once a transaction is created using it. You will have to delete all transactions to change the base currency.

Branding

Give a personal touch to your Zoho Expense account. Choose a theme that will go well with your company. To change the theme:

  1. Switch to Admin View.
  2. Go to Settings on the left sidebar.
    (OR)
    Click the Gear icon at the top right side.
    Organization Profile and Branding
  3. Click Organisation Profile under Organisation.
    Organization Profile and Branding
  4. Navigate to the Branding tab.
  5. Upload your organisationโ€™s logo that will be visible in the PDF of your expense reports.
  6. Choose a theme of your choice. If you have multiple organisations, you can differentiate among them by using different themes.
    Organization Profile and Branding
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