> For the complete documentation index, see [llms.txt](https://help.impact.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.impact.com/brand/zh/what-would-you-like-to-learn-about/performance-program/introduction-welcome-to-impact.com/step-1-finance-and-funding.md).

# 第 1 步：财务与资金

首先是设置你的 [财务和资金](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/finance/finance-explained-for-brands) 在 impact.com 中的选项。主要有三个关注领域：你的财务日程、你的资金策略和你的财务仪表板。以下是一些帮助你成功设置资金账户的方法。

#### 财务日程 <a href="#section-idm234628030034435" id="section-idm234628030034435"></a>

良好的财务日程有助于避免日后出现任何混淆或问题。以下概述了财务日程中的不同组成部分，以及它们如何相互衔接。请确保你的财务日程通过以下方式设置： [设置行动锁定和付款排期周期](https://help.impact.com/brand/what-would-you-like-to-learn-about/readme/set-action-locking-and-payment-scheduling-periods).

<div data-with-frame="true"><figure><img src="https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-64dc9943bfd5bb5a5a5bb79cf62ee356.png" alt=""><figcaption></figcaption></figure></div>

#### 资金策略 <a href="#section-idm234628062602141" id="section-idm234628062602141"></a>

在配置财务设置之前，请确保你偏好的货币受支持。请参阅 *受支持的货币* 以下完整列表。

<details>

<summary>受支持的货币</summary>

impact.com 支持以下用于注册的货币：

* AUD
* BRL
* CAD
* CNY
* DKK
* EUR
* GBP
* HKD
* IDR
* ILS
* INR
* JPY
* MXN
* MYR
* NGN
* NOK
* NZD
* PHP
* PLN
* SEK
* SGD
* THB
* USD
* ZAR

</details>

接下来，确认你的资金策略，并检查你的财务设置是否匹配。首先确保你的主要财务联系人以及任何其他联系人的信息在你的 [资金文件设置](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/finance/add-funds-to-your-funding-account/manage-funding-account-document-settings-as-a-brand)。然后，你需要确保你的 [impact.com 费用文件设置](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/manage-impactcom-fees-document-settings) 和 [合作伙伴费用文件设置](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/manage-partner-fees-document-settings) 中的所有相关信息都已正确记录。这些设置与你的发票处理等环节相关。

另一个需要记住的因素是包括 [处理时间](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/finance/add-funds-to-your-funding-account/deposit-funds-into-your-account) 在向账户存入资金时，以确保你的财务义务能按时结清。查找 [资金策略](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/finance/add-funds-to-your-funding-account/guide-to-funding-strategies-for-brands) 最适合你需求的方案。

#### 财务仪表板 <a href="#section-idm234628179953602" id="section-idm234628179953602"></a>

接下来，我们来看看你的财务仪表板——这是你处理所有财务相关事项的控制面板。在这里，你可以更改设置、查看发票、查看订阅、查看使用详情并为账户充值。确保资金账户中的详情准确且完整非常重要。

1. 从顶部导航栏中，选择 **你的余额 →** [**概览**](https://app.impact.com/secure/advertiser/finance/fr/finance-overview.ihtml?u=%2Fsecure%2Ffinance%2Fapp%2Fbrand-overview-view.ihtml).
2. 在这里，你将看到你的摘要 [资金账户](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/finance/add-funds-to-your-funding-account/your-funding-account-overview-explained).

   <div data-with-frame="true"><figure><img src="/files/c0010f51a33c9213632fc8b61c3ee819d41ddf83" alt="" width="563"><figcaption></figcaption></figure></div>


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