> 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* 用于管理你在付款申请表（PRF）上看到的详细信息。

如果你是根据未来成本为账户充值，则可使用这些设置。如果你是根据已开票成本为账户充值，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：** 如果你账户中的出资方类型设置为 *SOI 出资方 - 根据发票出资*，你将无法访问 *资金账户文档设置* 界面中进行设置。
{% endhint %}

1. 从顶部导航栏中，选择 **你的余额 → 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. 将鼠标悬停在你的资金账户上，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。有关每项设置的详细说明，请参阅 [*资金账户文档设置参考*](#funding-account-document-settings-reference) 如下所示。
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>货币和字体</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> 在你的财务单据上。</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> 以在你的财务单据上显示中文、日文或韩文字体。</li></ul></td></tr><tr><td>文档标题</td><td>如果你希望将付款申请表文档称为 <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>选择你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> 以仅使用关键信息生成简化的文档 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>[开启]</strong> 如果你希望付款申请自动生成并发送给你的财务联系人，例如财务部成员。</p><ul><li>选择你希望生成付款申请表的月份中的日期。</li><li>在此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> 如果你希望从付款申请表中排除 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> 的资金安全缓冲，并输入你的资金安全缓冲金额。系统根据即将发生的成本计算后，将另外生成并包含一行费用。这样可确保你的账户中有充足资金，能够快速支付紧急的新成本。</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>按合作伙伴细分支出</strong> 如果你希望提供一份子明细，按 <em>合作伙伴</em>、按 <em>项目</em>以及按 <em>活动月份</em>.</p><ul><li>如果你选择了上面的选项，将会显示第二个选项。</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>将市场平台支出汇总为一条明细（impact.com 列为合作伙伴）</strong> 将你通过市场平台合作的合作伙伴的所有子明细成本合并，并将这些成本按一项（针对每个计划和活动月份）显示为名为 impact.com 的合作伙伴的一项费用。</p></td></tr><tr><td>到期日说明</td><td>在此添加你希望显示为到期日替代内容的文本，例如“15 天净额”。如果留空，将使用“见票即付”。</td></tr><tr><td>供应商代码</td><td>输入供应商代码（如适用），以便它可以显示在你的 <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>[开启]</strong> 如果你希望此资金账户在付款申请表上显示的地址不同于你法律实体的地址。</p><p>如果你将此开关打开，请提供地址详细信息。</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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