> 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** 您将在此管理付款请求表（PRF）上的详细信息。

如果您根据即将产生的成本（PRF）为账户充值，则可使用这些设置。如果您改为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" icon="memo-circle-info" %}
**注意：** 如果您账户中的资助方类型设置为 *SOI 资助方 - 根据发票充值*，您将无法访问 *资金账户文档设置* 页面中。
{% endhint %}

1. 从顶部导航栏中，选择 **您的余额 → 设置**.
2. 左侧，在……下方 *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>描述</th></tr></thead><tbody><tr><td>货币与字体</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> 在您的财务单据上。</li><li>选择 <img src="/files/48509e0f0c9ae68203294f8aae7777211a4315e1" alt=""> <strong>[复选框]</strong> 以在您的财务单据上显示中文、日文或韩文字体。</li></ul></td></tr><tr><td>单据标题</td><td>如果您希望付款请求表单据名称为，请选择 <strong>付款请求表</strong> 或 <strong>形式发票</strong>.</td></tr><tr><td>单据编号</td><td><p>选择您的唯一单据编号格式。</p><ul><li>选择 <img src="/files/ab9a3d8dd653502900038f5f352bd3f23c771f2c" alt=""> <strong>[单选按钮]</strong> <strong>默认</strong> 以生成该单据的原始唯一标识符。</li><li>选择 <img src="/files/ab9a3d8dd653502900038f5f352bd3f23c771f2c" alt=""> <strong>[单选按钮]</strong> <strong>缩写版</strong> 以仅包含必要信息生成简短的单据 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>[打开开关]</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>在单据中排除 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>包含一个资金安全余量，金额为</strong> 并输入您的资金安全余量。系统会根据确定的即将产生的成本计算并包含一项额外条目。此功能可用于确保您的账户中有足够资金，以便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>按合作伙伴细分支出</strong> 如果您希望提供一份子明细表，将系统确定的任何即将产生的合作伙伴成本按 <em>合作伙伴</em>、按 <em>项目</em>、并按 <em>事件月份</em>.</p><ul><li>如果您已选择上述选项，将出现一个次级选项。</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> 以将您通过市场与之合作的合作伙伴的所有子明细成本分组，并将这些成本作为一项（针对每个项目和事件月份）反映给显示为 impact.com 的合作伙伴。</p></td></tr><tr><td>到期日说明</td><td>在此添加您希望替代到期日显示的文本，例如“净 15 天”。如果您留空，将使用“收到即付”。</td></tr><tr><td>供应商代码</td><td>输入供应商代码（如适用），以便其显示在您的 <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>[打开开关]</strong> 如果您希望在付款请求表上显示一个不同于此资金账户所属法律实体地址的地址。</p><p>如果您开启此选项，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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