Organization settings

Configure your company profile, default currency, timezone, and fiscal year in Eloope.

Access organization settings

1. Click Admin Settings in the left sidebar.
2. Select Organization.

Only users with the Administrator role can view and change organization settings.

Set your organization name

Your organization name appears throughout Eloope: in reports, emails, and PDF exports.

1. Go to Admin Settings > Organization.
2. Enter your company name in the Organization Name field.
3. Click Save.

Upload your company logo

Your logo is displayed on expense reports, reimbursement emails, and exported PDFs.

1. Go to Admin Settings > Organization.
2. Click Upload Logo in the logo section.
3. Select an image file (PNG or JPG, recommended size 200x200px).
4. Click Save.

Set the default currency

The default currency is your organization's home currency. All expense reports are converted to this currency for reporting and reimbursement.

1. Go to Admin Settings > Organization.
2. Open the Default Currency dropdown.
3. Select your currency.
4. Click Save.

Note: Changing the default currency does not retroactively convert existing expenses. It applies to new reports going forward.

Set your timezone

The timezone controls how dates and times are displayed across Eloope, including submission timestamps, approval logs, and report dates.

1. Go to Admin Settings > Organization.
2. Open the Timezone dropdown.
3. Select your timezone.
4. Click Save.

Set the fiscal year start

The fiscal year start determines how Eloope groups expenses in annual reports and analytics dashboards.

1. Go to Admin Settings > Organization.
2. Open the Fiscal Year Start dropdown.
3. Select the month your fiscal year begins (e.g., January, April, July).
4. Click Save.

Summary of organization settings

Setting	What it controls
Organization Name	Company name shown in reports and emails
Logo	Company logo on reports, emails, and exports
Default Currency	Home currency for all report totals and reimbursements
Timezone	Date and time display across the platform
Fiscal Year Start	Annual reporting periods in analytics

Warning: Only administrators can modify these settings. If you do not see the Admin Settings menu, contact your organization's administrator.