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 → Feature menu → Action centres (grouped under Financial).
There are six 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 — import receipts in bulk.
- Financial - Invoices — invoices across the database. (For example, a "Missing payments" centre is a Financial - Invoices view filtered to outstanding/overdue invoices.)
- 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, status, method and receipt number (you can unhide further columns such as line type and details). An Import Receipts action is available on this view.
Search & filter
- Free-text search.
- Filter by date (before / after / on / between).
- Filter by status (for example Success, Refunded, Pending, Failed).
- Filter by method and other columns.
Export & summary
- Export (CSV) respects the current filters. Use Row per item to separate 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 a contact name (or its open-profile icon) 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, due, method, status, 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), with Row per item available.
- Track drafts and outstanding items to follow up. A common configuration of this type is a Missing payments centre filtered to invoices with an outstanding balance.
Receipts summary (Financial - Receipts summary)
- Set From and To dates at the top.
- 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.