Action Centres give you database-wide views of finance data with search, filtering, exports and summaries, plus quick navigation to the underlying contact or record. Finance views live under the Financial group inside the Action Centre (left-hand menu → Action Centre).
Action Centres are configurable
Finance Action Centres are built by your account from a set of finance Action Centre types, and each can have its own filters, columns and sort applied. The centres you see are therefore examples your account has set up — not a fixed, built-in list. Administrators create and manage them under Settings → Features → Action centres (grouped under Financial).
There are seven finance Action Centre types:
- Financial - Receipts — receipts across the database.
- Financial - Receipts summary — total amount paid per contact within a date window (useful for period reporting and statements).
- Financial - Receipt import — a receipts view with an Import Receipts action for importing receipts in bulk.
- Financial - Invoices — invoices across the database. (For example, a "Missing payments" centre could be a Financial - Invoices view filtered to outstanding invoices.)
- Financial - Subscription Invoice Previews — upcoming subscription periods (plan, status, paid to, expected rollover, period start and end, invoice total) and the invoices they will generate.
- Financial - Payroll — record and track manual payroll deduction receipts.
- Financial - Batch — batch processing of finance records.
The sections below describe the most common configurations.
Receipts (Financial - Receipts)
Open a Receipts centre to view receipts across the database — created date, effective date, first name, last name, total, unallocated, status, direction, method, receipt number and details (you can show further columns such as line comments and line type).
Search & filter
- Free-text search.
- Filter by date (is, is before, is after, is on or before, is on or after — add two date filters for a range).
- Filter by status (for example Success, Refunded, Pending, Failed).
- Filter by method and other columns.
- Unallocated can be used as a filter as well as shown as a column, including as the centre's default filter, so an administrator can set a Receipts centre to open on receipts with money still to allocate. It filters as a number, so use the numeric operators (for example is greater than 0) rather than looking for a yes/no option.
Export & summary
- Export (CSV) respects the current filters. Choose Export (row per item) for line-level detail — it separates add-ons (for example join fees, insurance) onto their own rows for line-level analysis.
- View summary shows counts and totals scoped to the current filters.
Navigate
- Click the view (eye) icon at the end of a row to jump to the contact's profile.
- Click the receipt number to open the receipt drawer.
Pending receipts — direct debit receipts showing Pending are normal; gateways typically confirm in 2–3 business days. If a receipt has been pending much longer, email SwiftFox Support.
Invoices (Financial - Invoices)
View invoices across the database — record, ID, date, invoice number, total, adjustment total, tax, due, method, status, emailed, last modified and tracking-category columns (for example Department, Location).
- Filter by date and status, and apply any other filters the centre is configured with.
- Export (CSV), or choose Export (row per item) for line-level detail. In the row-per-item file, adjustments appear alongside the invoice's line items, and an adjustment's Date is the date of the adjustment itself — not the invoice date, which is what it used to show. Line-item rows still carry the invoice date, so a credit raised in a later period now falls in that period when you sort or total the file by date.
- Track drafts and outstanding items to follow up. One possible configuration of this type is a Missing payments centre filtered to invoices with an outstanding balance.
Receipts summary (Financial - Receipts summary)
- Set the date range in the Dates fields at the top (start date to end date).
- Shows the total amount paid per contact within the window.
- Export as needed — useful for period reporting and statements.
Payroll Deduction (Financial - Payroll)
- Record and track manual payroll deduction receipts in one place, for money that flows outside the payment gateway.
- Use New Payroll Deduction to add one; the view shows name, created, received, effective, completed, received amount, total and status.