> 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 *常规财务设置* 用于管理关键偏好设置，包括您的 **主要财务联系人**，以及您的 **月度结账报告** 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**.
2. 查看并修改您的 *常规财务设置*.

   | 用户设置   | 描述                                                                                                                                                                                                                                                                                                         |
   | ------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
   | 财务联系人  | <p>添加或更改您的 <a href="/pages/993d25985fbe0a143bde3f64f02b57e04f456fdf">主要财务联系人</a> 以及您希望通知财务更新和通过电子邮件发送文档的其他联系人。这些联系人可在配置文档设置时作为默认选项使用。</p><p>此设置在您首次设置账户时非常有用，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文档设置。您需要直接在每个相应文档的设置页面上更新这些详情。</p>                                         |
   | 月度结账报告 | <p>选择最适合您需求的报告版本。</p><p>从 <img src="/files/9ee7bd3c79aae4d0667377d18611647c3469f8d1" alt=""> <strong>\[下拉菜单]</strong> 下的 <em>收入确认方法</em>，选择以下任一项 <strong>已报告</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> |
   | 资助方类型  | 查看您的账户已设置为哪种资助方类型。某些资助方类型会适当调整功能，以防止以违背该隐含资助方式的方式使用系统。例如，如果账户的资助方类型为“SOI Funder - 基于发票拨款”，由于这些发票是按月生成的，您将无法立即向合作伙伴进行转账。                                                                                                                                                                                    |
   | 开票方式   | 查看你的 [开票方式](/other/zh/reference-documentation/discover-your-invoicing-method.md).                                                                                                                                                                                                                          |
3. 选择 **保存**.

   <div data-with-frame="true"><figure><img src="/files/346fdeb5bc5ed2be26cc49e21ccf63ba7cb6e606" alt="" width="563"><figcaption></figcaption></figure></div>


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