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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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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Middleton (Admin, Xero) responded  · 

Hi everyone, we appreciate all the interest a feed for CAF has gained and we want you to know this has definitely got attention from our product team, and something they hope to explore in the future however we can't provide any timeframes around at this time. I'll be sure to keep you updated of any progress that moves this along. Thanks

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  • Paul Ingram commented  ·   ·  Report

    @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.

  • Ben Jeffery commented  ·   ·  Report

    @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  ·   ·  Report

    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.

  • Paul Ingram commented  ·   ·  Report

    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.

  • Ben Jeffery commented  ·   ·  Report

    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!...

  • Paul Ingram commented  ·   ·  Report

    Don't understand why can't a CAF bank statement (pdf-csv) bank statement is a bank statement! When other processing software can!

  • Sasha East commented  ·   ·  Report

    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!!

  • Susan Jones commented  ·   ·  Report

    We really need this - hours wasted manually uploading two different bank accounts weekly and our receivables are always out of date.

  • Annette Keith commented  ·   ·  Report

    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!

  • Nicky Coates commented  ·   ·  Report

    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.

  • Victoria Hibbs commented  ·   ·  Report

    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

  • Jacqui Rickman commented  ·   ·  Report

    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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