Your General Settings are where you can set global settings for all of your invoices and financial forms, assign a financial contact, and set whether your monthly invoices will be based on when actions are reported or locked.
From the left navigation bar, select
[Menu] → Finance.From the left navigation menu, select Settings → General Settings.
Select
[Toggle] next to the setting you want to change.Make the change you want to make.
-
Select Save.
Setting |
Description |
Always reflect currency code on documents |
Toggle if you want to have currency codes on your financial documents. |
Include Chinese, Japanese, and Korean font on documents |
Select if you want to have Chinese, Japanese, or Korean fonts in your financial documents. The font will be chosen based on your geolocation. |
Setting |
Description |
Primary Contact |
Set the primary financial contact for your impact.com account. |
Other Contact(s) |
Enter the email address of any other account users who should receive any financial documents. |