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Quick Books are amazing. Much better than Zero especially as they have been proactive in getting a banking feed established. So pleased with the customer service from Quick Books, an amazing organisation who understand the needs of charities

Thanks for the update, but it’s hard not to feel that we’re hearing the same message we heard a year ago, interest noted, no timeframe, maybe someday.

At this point, it comes across less like a development challenge and more like prolonged procrastination. A bank feed is not a niche request; it’s a core function that many Xero users desperately need. The continued lack of clarity suggests that either this isn’t a priority for Xero, or there is no real intention to deliver it any time soon.

The absence of even a rough timeline is simply unacceptable for users trying to plan their financial operations. Many of us are now questioning whether Xero is still the right platform for our businesses/organisation. A clearer commitment, not just “hope to explore”, is long overdue.

We urgently require bank feeds activation. This is essential to our business. We will have no choice but to go with another accounts software provider if Xero cannot accommodate.

Dear Georgia Clarke,
I don't understand why you keep on resending the same respnse from months ago.
And no reply if you would create any templates more suitable to the legal requirements of Charities.

This would be a crucial requirement for as, as many charities in the UK using CAF. Hoping to see a development on this asap!

Please, I beg you Xero, action this asap.

It's October tomorrow, any update on this?

This is critical for us, as so many other organisations. A timeframe would be extremely useful along with an understanding of whether this has been given any sort of priority. Thank you.

I understand that CAF are ready to go at their end, the sooner Xero can action it the better

This is the number 1 change request we have.

The manual download from CAF and upload to Xero is a nightmare - someone has to find the time to do every week or we can't reconcile our accounts. And we have several bank accounts in two different legal entities, so it takes forever. As a small organisation, we're thin on the ground re people who know how to do this and have the proper authorisation at either 'end'.
Pleas prioritise, it would be fantastic.

Thanks, Pennoyer Centre

This is critical to our banking. We desperately want to do open banking with CAF and Xero - it will help us significantly.

Thanks CPSL Mind Ltd

On behalf of The Witney Town Charity, I confirm that this is becoming critical to our banking and accounting package. We will either have to leave CAF Bank or Xero. Please set up a Bank feed.

Hi Xero
Another CAF Bank customer here - would love to link our account to Xero.
Anne Murray, Manager, Noel Buxton Trust

CAF Bank are ready to onboard Xero and are keen to be able allow customers to access their account data from their Xero account. Contact details are on the Open Banking directory and the developer portal is assessable from their website https://www.cafonline.org/home/caf-bank/current-account/open-banking

Dear Susan,
As treasurer of a medium/small charity I have only recently moved to Xero and also find it infuriating that I canot find who has transferred money into our CAF account.
I have several times commented on this forum that Xero does not seem to have a template for a charity income & expenditure account which differs from a limited company layout. It's taken me sometime to create my own 'custom' P & L. No one has ever replied.
A forum for charities would be very ehlpful
Clive

"if one of them doesn’t do something very soon - their customers will be voting with their feet"

Aren't we already - we've certainly moved most of our payments to an alternative current account we already had.

Out of interest does anyone use a forum for finance managers in medium sized charities?

Onwards and upwards!

Sue

I’ve been in contact with CAF Bank’s Business Technology Programme Manager who said that he has approached Xero and invited them to on-board. The response from Xero was CAF Bank were on their list of future feeds to integrate with and will be looking to visit this “sometime later this year”. He mentioned that CAF Bank are very keen to be a supported bank.

So this does look to be fully in Xero's court right now.

@Rachel Salisbury, I completely agree, it's a mess and a complete downgrade. I have also reported an issue with QFX files where the end date of transactions is wrong causing Xero to show a statement date far in the future.
Regarding card transactions showing only as POS, the Merchant Name can be found on the transactions page by clicking the drop-down (see attached). But obviously this is not a convenient workaround.

I have just tried the recently introduced QFX download on CAF and it is no less trouble than a CSV. Card purchases appear as POS without any further info. When raising it with customer services the advice was to go back to using CSV - so two months after their system upgrade we are all still in a worse position than we were before. This lack of connectivity is turning a Xero/CAF combination into a headache and if one of them doesn’t do something very soon - their customers will be voting with their feet.

Thanks for the suggestion of QFX format. But this is NOT available in CAF - see sccreenshot attached. We are currently restricted to CSV, PDF, Excel

I am just about to take on a charity accounts and cannot believe that XERO do not supprt CAF bank syncing. Please XERO do consider facilitating this.

Eching Darren Taylor - With Xero supporting over 1.1 million users in the UK and CAF Bank serving over 14,000 charity customers, enabling this connection would make a meaningful difference across the charity sector. Thank you again, and I hope this gets prioritised soon.

Mary