> 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

<a href="https://pxa.impact.com/student/activity/1087833?sid=0c0e3e5c-54c9-4435-9bee-ebcdccb7f292&#x26;sid_i=0?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=con-250&#x26;utm_campaign=help-center" class="button primary">参加 PXA 课程</a>

使用 *通用财务设置* 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. 在顶部导航栏中，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 *通用财务设置*.

   <table><thead><tr><th width="270.4453125">用户设置</th><th>说明</th></tr></thead><tbody><tr><td>财务联系人</td><td><p>添加或更改您的 <a href="/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/assign-primary-finance-contact.md">主要财务联系人</a> 以及您希望收到财务更新和电子邮件文档传送通知的其他联系人。这些联系人在配置文档设置时可作为默认选项使用。</p><p>此设置在您首次设置帐户时很有用，因为这些信息可在配置财务文档设置时重复使用。</p><p><strong>注意：</strong> 在此更新联系人详情不会更新任何现有的文档设置。您需要在每个相应文档的设置页面上直接更新这些详情。</p></td></tr><tr><td>月结报告</td><td><p>请选择最适合您需求的报告版本。</p><p>从 <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media" alt=""> <strong>[下拉菜单]</strong> 下的 <em>收入确认方法</em>，请选择以下任一项 <strong>报告日期</strong> 或 <strong>已锁定</strong> 作为您的报告日期。</p><p>• 操作报告日期：此方法会将成本反映在与该操作发生日期相对应的月份。</p><p>• 操作锁定日期：此方法会将成本反映在与成本最终确定日期相对应的月份。对于操作而言，这就是锁定日期。</p></td></tr><tr><td>资助方类型</td><td>查看您的帐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默认资助方式相悖的用途。例如，如果帐户的资助方类型为“SOI 资助方 - 基于发票资助”，由于这些发票是按月生成的，您将无法立即向合作伙伴发起转账。</td></tr><tr><td>开票方式</td><td>查看您的 <a href="/other/zh/reference-documentation/discover-your-invoicing-method.md">开票方式</a>.</td></tr></tbody></table>
3. 选择 **保存**.

   <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%2Fgit-blob-f2a17484235b21bfed13305c8f3d6ff02933e608%2Fbb77b17e1ae7af16b2d0bc3b48b76ad7c9ddd20cd56169b88dc2771c5ca3b304.png?alt=media" alt="" width="375"><figcaption></figcaption></figure></div>


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