Platform capabilities

Explore everything SwiftFox can do — feature-by-feature, across every part of the platform.

Explore functionality of

Xero Integration

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Item code

Represents the unique identifier for each item.

Comment field

Allows for additional notes or comments related to the invoice.

Quantity

Specifies the amount or number of items included.

Unit amount

Indicates the price per unit of the item.

Account

Refers to the financial account associated with the invoice item.

Tax rate

Specifies the applicable tax percentage for the item.

Tax inclusivity or exclusivity

Determines whether the tax is included in or excluded from the unit amount.

Total amount

Shows the overall cost, including applicable taxes and adjustments.

State

Indicates the current status of the invoice.

Job code

Links the invoice item to a specific job or project.

Tracking code

Enables categorisation or tracking of the invoice item for reporting purposes.

Create invoices in Xero

Invoices created in Xero will automatically appear in SwiftFox.

Set invoice details

Users can specify invoice details, including the customer (linked contact in Xero and SwiftFox), due date, invoice reference, and item details such as description, quantity, and price.

View synced invoices

Synced invoices can be accessed under the Financial tab in SwiftFox.

Manage invoices from SwiftFox

Users can manage invoices directly in SwiftFox with the following options:

  • View full invoice details
  • Edit invoice details
  • Open the invoice in Xero for further modifications

Create and update contacts

Contacts created and updated in Xero automatically sync into SwiftFox.

Sync business details

Business details can be synced, including the organisation name, primary contact name, email address, phone number, mobile number, website, ABN, billing address, and delivery address.

View synced contacts

Synced contacts can be viewed in SwiftFox using Swift Search.

Link primary contacts to organisations

Primary contacts are automatically linked to their respective organisations in SwiftFox.

Keep contact profiles updated

Contact profiles in SwiftFox remain updated with the latest synced details from Xero.