#### 财务设置检查清单
* [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) 应进行审查——如果您使用标准 GAAP 月，发票会在每月 2 日生成，您可以下载并处理。请确保您的模板条款与该日期一致，以便到期的操作显示在这些发票上。
* 如果您使用自定义 GAAP 月（即您的发票在其他日期生成），在配置模板条款的锁定和付款安排与该日期保持一致时要格外注意——操作应在此日期之前锁定，这样它们才会出现在发票上。 [了解更多自定义 GAAP 月场景](/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/finance-documents/custom-gaap-month-scenarios.md).
* 请考虑“资金安全边际 %”设置——这使您可以将发票总额的一定百分比设为缓冲——您将向资金账户额外存入少量百分比，以确保账户有资金用于其他义务——合作伙伴资金转账、奖金等。
---
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