Organization Settings
Organization settings control how your organization operates in Bamboo. Only Owners and Admins can access these settings.
Accessing Organization Settings
Section titled “Accessing Organization Settings”Go to Settings → Organization → General.
General Settings
Section titled “General Settings”Organization Name
Section titled “Organization Name”Update your organization’s display name:
- Shown in the sidebar
- Appears on reports
- Visible to all team members
Business Information
Section titled “Business Information”Configure your business details:
| Field | Description |
|---|---|
| Business Name | Your company’s legal name |
| Business Type | Type of business entity |
| Registration Number | Company registration number |
| Tax ID | Tax identification number |
Organization Logo
Section titled “Organization Logo”Upload a logo for branding:
- Shown in organization selector
- Formats: PNG, JPG (transparent PNG recommended)
- Click the upload area or drag and drop
Contact Information
Section titled “Contact Information”| Field | Description |
|---|---|
| Organization contact email | |
| Phone | Contact phone number |
| Website | Company website URL |
Address
Section titled “Address”Enter your organization’s physical address:
- Street address
- City
- State/Province
- Postal code
- Country
Regional Settings
Section titled “Regional Settings”| Setting | Description | Example |
|---|---|---|
| Base Currency | Default currency for transactions | KES, USD, EUR |
| Timezone | For date/time displays | Africa/Nairobi |
Accounting Settings
Section titled “Accounting Settings”Fiscal Year
Section titled “Fiscal Year”Configure your fiscal year:
- Fiscal Year Start Month - The month your fiscal year begins (e.g., January, April, July)
Period Close Settings
Section titled “Period Close Settings”| Setting | Description |
|---|---|
| Grace Period Days | Days after period end before warning about open periods |
| Auto Close | Enable/disable automatic period closing reminders |
Who Can Edit Settings
Section titled “Who Can Edit Settings”| Setting | Owner | Admin | Member |
|---|---|---|---|
| Organization name | ✅ | ✅ | ❌ |
| Business information | ✅ | ✅ | ❌ |
| Logo | ✅ | ✅ | ❌ |
| Regional settings | ✅ | ✅ | ❌ |
| Fiscal year (before entries) | ✅ | ✅ | ❌ |
Best Practices
Section titled “Best Practices”- Complete all fields - Full business information helps with reports and compliance
- Upload a logo - Makes your organization easily identifiable
- Set timezone correctly - Ensures accurate date/time displays
- Review quarterly - Ensure settings match current business needs