> 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/platform-features/finance/add-funds-to-your-funding-account/manage-funding-account-document-settings-as-a-brand.md).

# 作为品牌管理资金账户文档设置

<a href="https://pxa.impact.com/student/activity/1117596?sid=0c0e3e5c-54c9-4435-9bee-ebcdccb7f292&#x26;sid_i=0?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=con-350&#x26;utm_campaign=help-center" class="button primary">参加 PXA 课程</a>

您的 *资金账户文档设置* 是您管理付款请求表（PRF）上所列详细信息的位置。

如果您根据未来费用（PRF）为账户充值，则可使用这些设置。如果您改为根据已开票费用为账户充值，请参阅 [管理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).

{% hint style="success" %}
**注意：** 如果您账户中的资助方类型设置为 *SOI 资助方 - 根据发票进行资助*，您将无法访问 *资金账户文档设置* 屏幕。
{% endhint %}

1. 从顶部导航栏中，选择 **您的余额 → 设置 →** [**资金账户**](https://app.impact.com/secure/advertiser/finance/fr/funding-accounts.ihtml?u=%2Fsecure%2Ffinance%2Fapp%2Flist-digital-wallets-flow.ihtml).
2. 将鼠标悬停在您的资金账户上，然后选择 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FaMIlbqH54V4Ow5JvT0I0%2F%5BMore%5D%20vNext%202.svg?alt=media\&token=6d5449e8-e413-48fa-b059-58ebb3e2c271) **\[更多] → 资金账户文档设置**.
3. 进行更改。有关每个设置的详细说明，请参阅下方的 [*资金账户文档设置参考*](#funding-account-document-settings-reference) 。
4. 选择 **保存**.

<details>

<summary>资金账户文档设置参考</summary>

<table><thead><tr><th width="199.234375">设置</th><th>说明</th></tr></thead><tbody><tr><td>货币与字体</td><td><ul><li>选择 <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-b5e1740618ed6571d97b8fed7c25a7678f85d375%2F299632fb6f4f91fbf9847471754cc6180e4284a65b4960af4c4ea472a159f552.svg?alt=media" alt=""> <strong>[复选框]</strong> 以显示 <a href="https://help.impact.com/other/reference-documentation/supported-currencies-and-timezones">货币代码</a> 在您的财务文件上。</li><li>选择 <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-b5e1740618ed6571d97b8fed7c25a7678f85d375%2F299632fb6f4f91fbf9847471754cc6180e4284a65b4960af4c4ea472a159f552.svg?alt=media" alt=""> <strong>[复选框]</strong> 以在您的财务文件上显示中文、日文或韩文字体。</li></ul></td></tr><tr><td>文档标题</td><td>如果您希望付款请求表文档称为 <strong>付款请求表</strong> 或 <strong>形式发票</strong>.</td></tr><tr><td>文档编号</td><td><p>选择您的唯一文档编号格式。</p><ul><li>选择 <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media" alt=""> <strong>[单选按钮]</strong> <strong>默认</strong> 以生成该文档的原始唯一标识符。</li><li>选择 <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media" alt=""> <strong>[单选按钮]</strong> <strong>缩写</strong> 以生成仅包含必要信息的缩短文档 ID。</li></ul></td></tr><tr><td>自动生成并发送电子邮件</td><td><p><img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FiZjM1xY8o3v1iR3Zaysd%2FToggle.svg?alt=media&amp;token=b1550d48-bba9-4e81-8604-bc12370c5caa" alt=""> <strong>[切换开启]</strong> 如果您希望付款请求自动生成并发送给您的财务联系人，例如财务部成员。</p><ul><li>选择您希望生成付款请求表的每月日期。</li><li>在此处选择此资金账户的主要财务联系人。或者，也可以添加其他联系人。</li></ul></td></tr><tr><td>交易数据</td><td><p>选择 <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-b5e1740618ed6571d97b8fed7c25a7678f85d375%2F299632fb6f4f91fbf9847471754cc6180e4284a65b4960af4c4ea472a159f552.svg?alt=media" alt=""> <strong>[复选框]</strong> <strong>从文档中排除 impact.com 费用</strong> 如果您希望从付款请求表中排除 impact.com 费用。</p><p>选择 <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-b5e1740618ed6571d97b8fed7c25a7678f85d375%2F299632fb6f4f91fbf9847471754cc6180e4284a65b4960af4c4ea472a159f552.svg?alt=media" alt=""> <strong>[复选框]</strong> <strong>包含</strong> 的资金安全边际，并输入您的资金安全边际。系统会根据确定的未来费用计算并包含一项额外明细。这可用于确保您的账户中有足够资金，快速支付新的紧急费用。</p><p>选择 <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-b5e1740618ed6571d97b8fed7c25a7678f85d375%2F299632fb6f4f91fbf9847471754cc6180e4284a65b4960af4c4ea472a159f552.svg?alt=media" alt=""> <strong>[复选框]</strong> <strong>按合作伙伴逐项列出支出</strong> 如果您希望提供一个子明细表，将系统确定的任何未来合作伙伴费用按 <em>合作伙伴</em>、 <em>项目</em>以及 <em>事件月份</em>.</p><ul><li>进行拆分。</li></ul><p>选择 <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-b5e1740618ed6571d97b8fed7c25a7678f85d375%2F299632fb6f4f91fbf9847471754cc6180e4284a65b4960af4c4ea472a159f552.svg?alt=media" alt=""> <strong>[复选框]</strong> <strong>将市场平台支出合并为一条明细（impact.com 列为合作伙伴）</strong> 以将您通过市场平台合作的合作伙伴的所有子明细费用归为一组，并将这些费用显示为一项（按每个项目和事件月份分别显示），对应显示为 impact.com 的合作伙伴。</p></td></tr><tr><td>到期日说明</td><td>在此处添加您希望替代到期日显示的文本，例如“净 15 天”。如果留空，将使用“收到即付款”。</td></tr><tr><td>供应商代码</td><td>输入供应商代码（如果适用），以便它可以显示在您的 <a href="/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/add-funds-to-your-funding-account/understand-the-soi-and-prf-documents.md">付款请求表</a>.</td></tr><tr><td>备用账单地址</td><td><p><img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FiZjM1xY8o3v1iR3Zaysd%2FToggle.svg?alt=media&amp;token=b1550d48-bba9-4e81-8604-bc12370c5caa" alt=""> <strong>[切换开启]</strong> 如果您希望在付款请求表上显示与此资金账户的法人实体地址不同的地址。</p><p>如果您将此项切换为开启，请提供地址详情。</p></td></tr></tbody></table>

</details>

<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%2FBZ3YlDKZ4i2TdEMghQJ2%2FScreenshot%202026-04-28%20at%2014.19.14.png?alt=media&amp;token=9b4bae58-0fcb-44d4-8b48-e75d85a2a87c" alt="" width="375"><figcaption></figcaption></figure></div>


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