> 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>

你的 **资金账户文档设置** 用于管理付款请求表（PRF）中的详细信息。

如果你根据即将发生的费用为账户注资，这些设置可用于（PRF）。如果你改为根据已开票费用为账户注资，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：** 如果你账户中的资助方类型设置为 *SOI 资助方 - 基于发票注资*，你将无法访问 *资金账户文档设置* 页面上。
{% endhint %}

1. 从顶部导航栏中选择 **你的余额** → **设置**.
2. 在左侧，位于 *设置*下，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. 将鼠标悬停在你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>描述</th></tr></thead><tbody><tr><td>货币和字体</td><td><p>• 选择 <img src="/files/48509e0f0c9ae68203294f8aae7777211a4315e1" alt=""> <strong>[复选框]</strong> 如果你希望在 <a href="https://help.impact.com/en/support/solutions/articles/48001235564-supported-currencies-timezones">货币代码</a> 显示在你的财务文档中。</p><p>• 选择 <img src="/files/48509e0f0c9ae68203294f8aae7777211a4315e1" alt=""> <strong>[复选框]</strong> 如果你希望在你的财务文档中使用中文、日文或韩文字体。</p></td></tr><tr><td>文档标题</td><td>如果你希望付款请求表文档显示为，请选择 <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>选择你唯一的文档编号格式。</p><p>• 选择 <img src="/files/ab9a3d8dd653502900038f5f352bd3f23c771f2c" alt=""> <strong>[Radio button]</strong> <strong>默认</strong> 以生成文档的原始唯一标识符。</p><p>• 选择 <img src="/files/ab9a3d8dd653502900038f5f352bd3f23c771f2c" alt=""> <strong>[Radio button]</strong> <strong>缩写</strong> 通过仅使用使文档编号唯一所需的必要元素来生成文档的唯一标识符。</p></td></tr><tr><td>自动生成并发送电子邮件</td><td><p><img src="/files/3980f01ba7b178cc917bfb7b270feb4fac2992c6" alt=""> <strong>[切换开启]</strong> 如果你希望付款请求自动生成并发送给你的财务联系人，例如财务部门成员。</p><p>你也可以在此更改此资金账户的主要财务联系人。</p></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> 如果你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</strong> 的资金安全余量，并输入你的资金安全余量。系统根据判定的即将发生的费用将计算并包含一个额外的明细项目。这可用于确保你的账户中有足够资金，以便快速支付紧急的新费用。</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> 如果你希望提供一份子明细表，将系统判定的即将发生的合作伙伴费用按 <em>合作伙伴</em>、按 <em>项目</em>以及按 <em>事件月份</em>.</p><p>• 如果你选择了上述选项，将会出现一个次级选项。</p><p>选择 <img src="/files/48509e0f0c9ae68203294f8aae7777211a4315e1" alt=""> <strong>[复选框]</strong> <strong>将市场支出汇总为一条明细（impact.com 列为合作伙伴）</strong> 用于将你通过市场平台接触的合作伙伴的所有子明细费用分组，并将这些费用作为一项（按每个项目和事件月份）反映在显示为 impact.com 的合作伙伴名下。</p></td></tr><tr><td>到期日期说明</td><td>在此添加你希望显示在到期日期位置的文本，例如“15 天净额”。如果你留空，则将使用“收款即到期”。</td></tr><tr><td>供应商代码</td><td>输入供应商代码（如果适用），以便它可以显示在你的 <a href="/pages/b7725a7402834ab339355a7d07b3d4f720986ed5">付款请求表</a>.</td></tr><tr><td>备用账单地址</td><td><p><img src="/files/3980f01ba7b178cc917bfb7b270feb4fac2992c6" alt=""> <strong>[切换开启]</strong> 如果你希望在付款请求表上显示与你的该资金账户法律实体地址不同的地址。</p><p>如果你开启此选项，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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