AmCham Australia — Finance Team

Your team's SwiftFox onboarding hub — built by your account manager, updated as you go.
Olivia Nunan
Account manager
This is the finance track — start it once you've finished the five core sessions. It builds from a single contact's financial profile out to invoicing, the Xero integration and month-end reporting.

Onboarding progress

%
X of X watched

Your sessions

Each section maps to a meeting with Olivia. Pick up where you left off.
99%

Financial Foundations

How money sits on a contact record, and taking and refunding payments manually.
x of x watched
PT2M45S
Not started
In progress
Complete
Finance
016-01 Understanding a contact’s financial profile
PT0M35S
Not started
In progress
Complete
ENB_PAL_MEM-06 Financial tab

N/A

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PT1M56S
Not started
In progress
Complete
Finance
016-05 Take a manual payment in SwiftFox
PT2M1S
Not started
In progress
Complete
Finance
016-06 Refund a payment in SwiftFox
PT3M12S
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In progress
Complete
Finance
16-21 Add payment methods
99%

Invoicing & the Finance Action Centre

Invoice generation, branding, emailing and the Action Centres you'll live in day to day.
x of x watched
PT3M15S
Not started
In progress
Complete
Masterclass: Invoices
PT4M4S
Not started
In progress
Complete
Finance
016-14 Send Invoice Emails
PT3M27S
Not started
In progress
Complete
Finance
016-17 Customise your invoice footer
PT2M21S
Not started
In progress
Complete
Finance
016-11 Invoices as a payment option on Forms
PT2M39S
Not started
In progress
Complete
Finance
016-07 Understand the SwiftFox Finance Action Centre
PT2M34S
Not started
In progress
Complete
Masterclass: Finance Action Centres
99%

The Xero Integration

Essential for AmCham — contact sync, invoice flow and tracking codes across SwiftFox and Xero; watch all five before you touch a live sync.
x of x watched
99%

Reporting & Reconciliation

Tracking categories, receipt automations and financial reporting out of List Builder — covers the month-end routine end to end.
x of x watched
PT3M11S
Not started
In progress
Complete
Finance
16-20 Tracking categories in SwiftFox
PT3M52S
Not started
In progress
Complete
Masterclass: Financial summary custom field
PT5M39S
Not started
In progress
Complete
Masterclass: Receipt automations
PT5M10S
Not started
In progress
Complete
List Builder
023-01 Mastering List Builder
PT1M37S
Not started
In progress
Complete
List Builder
23-04 Use your lists