> 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/finance-settings/manage-general-finance-settings-as-a-brand.md). # 作为品牌管理通用财务设置 参加 PXA 课程 使用 *一般财务设置* 用于管理关键偏好设置，包括您的主要财务联系人、月结报告的生成方式，以及查看您的资助方类型和开票方式。 1. 从顶部导航栏中，选择 **您的余额** → **设置** → [**常规**](https://app.impact.com/secure/advertiser/finance/fr/customer-settings-general-view.ihtml?u=%2Fsecure%2Ffinance%2Fapp%2Fcustomer-settings-general-view.ihtml). 2. 查看并修改您的 *一般财务设置*.
用户设置说明
财务联系人

添加或更改您的 主要财务联系人 以及您希望收到财务更新和通过电子邮件发送文档通知的其他联系人。在配置文档设置时，这些联系人可作为默认选项使用。

当您首次设置账户时，此设置很有用，因为这些信息可在配置财务文档设置时重复使用。

注意： 在此处更新联系人信息不会更新任何现有文档设置。您需要直接在每个相应文档的设置页面中更新这些信息。

月度结账报告

选择最适合您需求的报告版本。

在 [下拉菜单] 下方的 收入确认方式，请选择以下任一项 已报告 或 已锁定 作为您的报告日期。

• 操作报告日期：此方法将成本计入操作发生日期对应的月份。

• 操作锁定日期：此方法将成本计入成本最终确定日期对应的月份。对于操作而言，这就是锁定日期。

资助方类型查看您的账户所设置的资助方类型。某些资助方类型会相应调整功能，以防止系统被用于与该隐含资助方式相悖的操作。例如，如果账户的资助方类型为“SOI 资助方 - 基于发票拨款”，由于这些发票按月生成，您将无法立即向合作伙伴转账。
开票方式查看您的 开票方式.
3. 选择 **保存**.
--- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://help.impact.com/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/manage-general-finance-settings-as-a-brand.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.