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What is Organization Profile and Branding?

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Zoho Expense organisation profile settings control your company’s business details, logo and regional preferences, so your expense reports and communications look professional and consistent. This guide walks UK businesses through setting up and updating these settings.

What organisation profile and branding cover

The Organisation Profile section holds your company name, address, contact details, logo, and regional settings such as currency, fiscal year and date format. The Branding tab lets you apply your logo and colour theme across the account.

How to set up your organisation profile in Zoho Expense

  1. Click Admin View.
  2. Click Settings on the left sidebar, or the Gear icon in the top right corner.
  3. Under Organisation, click Organisation Profile.
  1. Update your business details: Organisation Name, Company Address (street, city, county, postcode, country) and Contact Information (phone, fax, website).
  1. To add a logo, click Upload Logo and choose an image file. Zoho Expense accepts JPG, JPEG, PNG, BMP or GIF files up to 1MB. The logo appears on all PDF reports Zoho Expense generates.
  1. To change who organisation wide emails are sent from, click Configure Emails, then + Add Additional Contact and enter the person’s name and email address. To make someone the primary contact, hover over their entry, click the More icon and choose Mark as Primary.
  1. Set your regional preferences: Base Currency (this cannot be changed once transactions have been recorded), Fiscal Year, Language, Time Zone and Date Format.
  2. To apply branding, go to the Branding tab under Organisation Profile, upload your logo and choose a colour theme.

Tips

  • Decide your base currency and fiscal year before recording transactions, as the base currency cannot be changed afterwards.
  • Keep your primary contact up to date so important notifications reach the right person.

Frequently asked questions

Can I change my organisation’s base currency later?

No. Once you have recorded transactions, the base currency in Zoho Expense cannot be changed, so choose it carefully during setup.

Where does the uploaded logo appear?

The logo you upload in Organisation Profile appears on the PDF expense reports Zoho Expense generates for your organisation.

Who receives emails sent from Zoho Expense?

Emails are sent from whichever contact is marked as the Primary Contact under Organisation Profile.

Need help?

Need help setting up your Zoho Expense organisation profile? Contact support@thoughtlogik.com or see our Zoho implementation services.

What is Organization Profile and Branding? - PreviousSetting Up Your OrganizationNext - What is Organization Profile and Branding?What is Branches in Zoho Expense?

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