> 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

首先是设置您的 [财务和资金](https://help.impact.com/en/support/solutions/articles/48001233420-finance-explained-for-brands) 选项，均可在 impact.com 中进行。主要有三个关注领域：您的财务计划、资金策略以及财务仪表板。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。以下概述了财务计划中的不同组成部分，以及它们如何相互衔接。请确保您的财务计划已通过以下方式设置： [设置行动锁定和付款排期周期](https://help.impact.com/en/support/solutions/articles/155000002749).

<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。请参考 *支持的货币* 下方获取完整列表。

<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，并检查您的财务设置是否匹配。首先，请确保您的主要财务联系人以及其他任何联系人的信息都已在您的 [资金文档设置](https://help.impact.com/en/support/solutions/articles/48001238859)中更新。然后，您需要确保您的 [impact.com 费用文档设置](https://help.impact.com/en/support/solutions/articles/155000004113) 和 [合作伙伴费用文档设置](https://help.impact.com/en/support/solutions/articles/155000004112) 中的所有相关信息都已正确录入。这些设置会与您的发票处理等流程关联。

另一个需要注意的因素是在 [处理时间](https://help.impact.com/en/support/solutions/articles/48001235908) 方面，向您的账户存入资金时应将其纳入考虑，以确保您的财务义务能够按时结清。请找到最适合您需求的 [资金策略](https://help.impact.com/en/support/solutions/articles/48001232406) 。

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

接下来，我们来看看您的财务仪表板——这是您管理所有财务相关事项的控制面板。您可以在这里更改设置、查看发票、查看订阅、查看使用详情，并为您的账户充值。务必确保资金账户中的信息准确且完整。

1. 在顶部导航栏中，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 [资金账户](https://help.impact.com/en/support/solutions/articles/155000000613-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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