> 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).

# 以品牌方身份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>

你的 **资金账户文档设置** 您将在此管理付款请求表（PRF）上的详细信息。

如果您根据即将发生的成本（PRF）为账户注资，可使用这些设置。如果您改为根据已开票成本为账户注资，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" icon="memo-circle-info" %}
**注意：** 如果您账户中的出资方类型设置为 *SOI 出资方 - 根据发票注资*，您将无法访问 *资金账户文档设置* 界面。
{% endhint %}

1. 在顶部导航栏中，选择 **您的余额 → 设置**.
2. 在左侧，位于 *设置*，选择 [资金账户](https://app.impact.com/secure/advertiser/finance/fr/funding-accounts.ihtml?u=%2Fsecure%2Ffinance%2Fapp%2Flist-digital-wallets-flow.ihtml).
3. 将鼠标悬停在您的资金账户上并选择 ![](/files/48274f9251fd79e93a99aad7b4393690b07a61c9) **\[更多] → 资金账户文档设置**.
4. 进行更改。

<details>

<summary>资金账户文档设置</summary>

<table><thead><tr><th width="199.234375">设置</th><th>说明</th></tr></thead><tbody><tr><td>货币和字体</td><td><ul><li>选择 <img src="/files/48509e0f0c9ae68203294f8aae7777211a4315e1" 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> 在您的财务文档上。</li><li>选择 <img src="/files/48509e0f0c9ae68203294f8aae7777211a4315e1" alt=""> <strong>[复选框]</strong> 以在您的财务文档上显示中文、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名称为，请选择 <strong>付款申请表</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="/files/ab9a3d8dd653502900038f5f352bd3f23c771f2c" 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="/files/ab9a3d8dd653502900038f5f352bd3f23c771f2c" alt=""> <strong>[单选按钮]</strong> <strong>缩写</strong> 以生成仅包含必要信息的简短文档 ID。</li></ul></td></tr><tr><td>自动生成并发送电子邮件</td><td><p><img src="/files/3980f01ba7b178cc917bfb7b270feb4fac2992c6" alt=""> <strong>[切换为开启]</strong> 如果您希望自动生成付款请求并发送给您的财务联系人，例如财务部门成员。</p><ul><li>选择您希望生成付款请求表的每月日期。</li><li>在此更改此资金账户的主要财务联系人。</li></ul></td></tr><tr><td>交易数据</td><td><p>选择 <img src="/files/48509e0f0c9ae68203294f8aae7777211a4315e1" 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="/files/48509e0f0c9ae68203294f8aae7777211a4315e1" alt=""> <strong>[复选框]</strong> <strong>包含以下金额的资金安全余量：</strong> 并输入您的资金安全余量。系统将根据确定的即将发生的成本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紧急的新成本。</p><p>选择 <img src="/files/48509e0f0c9ae68203294f8aae7777211a4315e1" alt=""> <strong>[复选框]</strong> <strong>按合作伙伴逐项列出支出</strong> 如果您希望提供一份子明细表，将系统确定的任何即将发生的合作伙伴成本按 <em>合作伙伴</em>、按 <em>项目</em>、以及按 <em>事件月份</em>.</p><ul><li>如果您选择了上面的选项，将会显示第二个选项。</li></ul><p>选择 <img src="/files/48509e0f0c9ae68203294f8aae7777211a4315e1" alt=""> <strong>[复选框]</strong> <strong>将市场支出汇总为一项（impact.com 列为合作伙伴）</strong> 以汇总您通过市场平台合作的合作伙伴的所有子明细表成本，并将这些成本作为一项（按每个项目和事件月份）显示给列为 impact.com 的合作伙伴。</p></td></tr><tr><td>到期日说明</td><td>在此添加您希望显示为到期日的文本，例如“15天内付款”。如果留空，将使用“收票即付”。</td></tr><tr><td>供应商代码</td><td>输入供应商代码（如适用），以便它可以显示在您的 <a href="/pages/b7725a7402834ab339355a7d07b3d4f720986ed5">付款申请表</a>.</td></tr><tr><td>备用账单地址</td><td><p><img src="/files/3980f01ba7b178cc917bfb7b270feb4fac2992c6" alt=""> <strong>[切换为开启]</strong> 如果您希望此资金账户的付款请求表上显示与您法律实体地址不同的地址。</p><p>如果您启用此项，请提供地址详情。</p></td></tr></tbody></table>

</details>

5. 选择 **保存**.

   <div data-with-frame="true"><figure><img src="/files/bce855003dbeb6de2797bb47f7af40c7b4b8f1f2" alt="" width="375"><figcaption></figcaption></figure></div>


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