Your General Finance Settings are where you can set global settings for all of your invoices and financial forms, set a contact that will be listed in financial documents, choose who will receive financial documents, and select if Monthly Close Reports should include actions when they're reported or after they lock.
From the left navigation bar, select
[Settings] → Finance.From the left navigation menu, select Settings → Document Settings.
Next to General, make the changes you want to make.
See the different setting options below.
Select Save.
Settings | 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 on your financial documents. The font will be chosen by your geolocation. |
Settings | 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 artifacts. |
You can also manage your invoice settings and your funding document settings from the Document Settings screen.