First comes setting up your finance and funding options within impact.com. There are three main areas of focus; your financial schedule, your funding strategy and your finance dashboard. Below are some ways to set up your funding account for success.
A good financial schedule will help avoid any confusion or issues further down the road. Below is an overview of the different components in your financial schedule and how they flow together. Make sure your financial schedule is set by setting action locking and payment scheduling periods.
Next, confirm your funding strategy and check that your finance settings match. Start by making sure your primary finance contact and any other contacts are up to date in your funding document settings. Then you’ll want to ensure all relevant information in your impact.com fees document settings and partner fees document settings are correctly captured. These settings tie into your invoice processing etc.
Another factor to keep in mind is including processing times when depositing funds into your account, to ensure your financial obligations are settled on time. Find the funding strategies that would best fit your needs.
Next, let’s go over your finance dashboard – this is your control panel for all things finance-related. This is where you will be able to change your settings, review invoices, see your subscription, view usage details, and fund your account. It is important to ensure the details within your funding account are correct and complete.
In the left navigation menu, select
![[Menu]](https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-d3b5cc4952c19da1607fade39f63066b.svg)
[Menu] → Finance.Select Overview to see a summary of your funding account.
