Bank Feed - Charities Aid Foundation (CAF)
For Xero to expand their bank feed connections to develop a feed that supports Charities Aid Foundation (CAF)

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Ben Jeffery commented
@CliveMence
Have you tried setting up a Bank Rule for your incoming payments. These are really powerful as they can be highly selective or quite broad, and can allocate the transaction however you want. If the transaction are regular from the same source this works really well.https://central.xero.com/s/article/Create-a-bank-rule
Hope it helps.
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Paul Ingram commented
I haven't tried out getting the OFX format yet. Only heard of this today. So, thanks, everyone, for the tip.
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Clive Mence commented
I'm new to Xero after manually working my charity accounts for the last 30 years and it's quite easy to download the .OFX file and drag it across. However allocating incoming payments to their respective codes is tedious.
I'm told there is some expensive add-on that will do it automatically, but I'm sceptical. -
Ben Jeffery commented
@PaulIngram
Have you tried downloading your transaction data from CAF as an .OFX file as Susan mentioned? This will import directly into Xero with no issues at all. This can be done from CAF Bank Online and not their 'Statements' site which only provides PDF versions. -
Paul Ingram commented
@Benjeffery thank you for clarifying and confirming that CAF have updated their sysyem. Just hope now Xero will now get this updated! Can't even upload a pdf statement to Hubdov to convert to Xero format like other processing softwares like Dext. Frustrating.
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Ben Jeffery commented
@PaulIngram - Sorry.
I meant we are waiting for Xero to create this link. Previously, due to the way CAF Bank wanted Third Parties to connect to them Xero was unable to, however, CAF have now updated their system, so my understanding is that Xero could create the connection if they wanted to, but until enough people ask for it, it will probably remain low in their priority. -
Susan Jones commented
Just an interim suggestion for people waiting patiently for the automated bank feed to arrive - if in CAF you download your transactions into an OFX format it can be directly imported into Xero without any fiddling around.
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Paul Ingram commented
I am a bit confused with last comment!..........Just looked on my client who has CAF Bank account but not seeing you can connect the bank ffeds. When on the settings (COA) there is the following message Still 'CAF Bank Limited is not a recognised bank with an available feed. Please be sure you entered the bank's name correctly. You will need to manually import transactions for unrecognised banks manually.
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Ben Jeffery commented
CAF Bank now offers Open Banking with Direct API connections, so there is no reason that Xero cannot have an automatic bank feed for them. They just need to decide to do it.... PLEASE DO THIS!...
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Paul Ingram commented
Don't understand why can't a CAF bank statement (pdf-csv) bank statement is a bank statement! When other processing software can!
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Paul Ingram commented
Converting a pdf file to csv file for CAF Bank
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Sasha East commented
As a small/medium charity we have banked with CAF for a long time. Having worked for other charities with bank feeds I can clearly see how much time and faff we have to endure just because we don't have a bank feed. Doing manual uploads takes time and can create errors. Please help us!!
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Susan Jones commented
We really need this - hours wasted manually uploading two different bank accounts weekly and our receivables are always out of date.
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Robert Flook commented
This would be really useful for our charity
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Annette Keith commented
This would really help our charity, allowing our volunteers to focus on achieving the charity’s aims of helping the disabled, rather than on doing the admin!
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Nicky Coates commented
This is is an important way that Xero could support UK charities. Having to log in to the bank to do manual downloads takes up time that would be better spent on something more productive. It was the one thing that made me hesitate about transferring the charity accross from Quickbooks (which does have a CAF bank feed), but I did so in hope that Xero would catch up.
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Victoria Hibbs commented
We have had to open a second bank account to facilitate using xero but as a charity would much prefer to return to CAF. As the previous post says, we have been asking for this for years (along with being able to schedule an invoice. Grrrr!) and it would be so beneficial
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Jacqui Rickman commented
We’ve been asking for this for 5 years, going back to the days when we had a personal account manager. It would make a huge difference to several of my charity clients.
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Craig Price commented
Will really help our charity