> 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](/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：你的财务时间表、你的资金策略以及你的财务仪表板。以下是一些为你的资金账户做好成功设置的方法。

#### 财务时间表 <a href="#section-idm234628030034435" id="section-idm234628030034435"></a>

一个良好的财务时间表有助于避免日后出现任何混淆或问题。以下是你的财务时间表中各个组成部分及其如何相互衔接的概览。请确保你的财务时间表设定于 [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，请确保你偏好的货币受支持。请参阅 *支持的货币* 以下完整列表。

<details>

<summary>支持的货币</summary>

impact.com 支持以下注册币种：

* 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其他联系人在你的 [资金文件设置](/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，你需要确保你的 [impact.com 费用文件设置](/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/manage-impactcom-fees-document-settings.md) 和 [合作伙伴费用文件设置](/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。这些设置与发票处理等相关。

另一个需要记住的因素是包括 [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) 在向账户存入资金时，以确保你的财务义务能按时结清。找到适合你的 [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) ，选择最适合你需求的。

#### 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务的控制面板。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。确保你的资金账户中的详细信息正确且完整非常重要。

1. 在顶部导航栏中，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](/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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