Your Finance Settings are where you can assign a financial contact, set invoice settings, and more.
From the left navigation bar, select
[Menu]→ Finance.From the left navigation menu, select Settings → the group of settings you want to manage.
Setting | Description |
Manage global settings, assign a financial contact, and select whether monthly closing reports should be based on actions reported for the month or actions locked for the month. | |
Set impact.com Fees Invoice and Partner Invoice settings. | |
Manage settings for Payment Request forms and your monthly statements. | |
Set up automatic payments to impact.com and manage direct deposits. |
