> 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

首先要设置您的 [财务和资金](/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/finance-explained-for-brands.md) 在 impact.com 中的选项。主要有三个关注领域：您的财务计划、资金策略和财务仪表板。以下是一些帮助您成功设置资金账户的方法。

#### 财务计划 <a href="#section-idm234628030034435" id="section-idm234628030034435"></a>

良好的财务计划有助于避免日后出现任何混淆或问题。以下是财务计划中各个组成部分及其协同运作方式的概述。请确保您的财务计划已在以下时间前设定 [设置操作锁定和付款排期周期](/brand/zh/what-would-you-like-to-learn-about/getting-started/set-action-locking-and-payment-scheduling-periods.md).

<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，请确保您偏好的货币受支持。请参阅 *支持的货币* 以下完整列表。

<details>

<summary>支持的货币</summary>

impact.com 支持以下注册货币：

* 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，请确认您的资金策略，并检查财务设置是否一致。首先，请确保您的主要财务联系人以及其他联系人在您的 [资金文档设置](/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/add-funds-to-your-funding-account/manage-funding-account-document-settings-as-a-brand.md)。然后，您需要确保您的 [impact.com 费用文档设置](/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/manage-impactcom-fees-document-settings.md) 和 [合作伙伴费用文档设置](/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/manage-partner-fees-document-settings.md) 中的所有相关信息都已正确录入。这些设置会影响您的发票处理等。

另一个需要注意的因素是包含 [处理时间](/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/add-funds-to-your-funding-account/deposit-funds-into-your-account.md) 在向您的账户存入资金时，以确保您的财务义务按时结清。查找 [资金策略](/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/add-funds-to-your-funding-account/guide-to-funding-strategies-for-brands.md) 以找到最适合您需求的方案。

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

接下来，我们来了解您的财务仪表板——这是您管理所有财务相关事项的控制中心。在这里，您可以更改设置、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细信息准确且完整非常重要。

1. 从顶部导航栏中，选择 **您的余额 →** [**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，您将看到您的概览 [资金账户](/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/add-funds-to-your-funding-account/your-funding-account-overview-explained.md).

<div data-with-frame="true"><figure><img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FtFkU450EtVScwhJsRvig%2FScreenshot%202026-05-12%20at%2017.43.14.png?alt=media&amp;token=3d357168-eb07-4b9e-a6ed-f99108d49270" alt="" width="563"><figcaption></figcaption></figure></div>


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