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Banking & chart of accounts

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3 results found

  1. Bank Feed - Charities Aid Foundation (CAF)

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

    405 votes

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    184 comments  ·  Bank feeds  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the growing interest this idea's gaining and want you to know our product teams are very attuned to our customers desire for a bank feed for CAF bank.

    We're continuing to work closely with our third party integrators to make more bank feeds available via open banking. A feed for CAF is high on our agenda, however we're reliant on third party integrators to support this integration in order for us to deliver this for you all.

    I want to assure you we're pushing for it's integration, but we cannot commit or confirm a timeline for this work to be undertaken.

    As soon as there's progress to share we'll happily provide further updates for you all.

  2. Lock dates - Ability to add password protection

    Dear Xero product team,

    Please could we have an option to Password protect Lock Dates.

    Where certain user can only unlok Lock dates i.e. Accountants or Subscriber

    At the moment anyone can unlock the Lock dates which defeats the purpose of the Lock Dates.

    154 votes

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    10 comments  ·  Chart of Accounts  ·  Admin →
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    Accepted  ·  AdminKelly Middleton (Admin, Xero) responded

    Thank you for your engagement and feedback on this idea. We’ve seen some great suggestions in this thread on how a password-protected lock date could work. The current lock date feature prevents new transactions from being entered and can only be removed by Advisor level users, but we recognise that some users would benefit from introducing password protection.


    As part of our new Xero Product Idea process, we have recently reviewed the idea and shifted this to “Accepted”. This reflects that this is an idea we’d like to develop, but that this isn’t currently on the roadmap. We'll be back with another update as soon as we have more to share.


  3. Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled

    Ability to send an automated 'Payment received with thanks' email to the customer

    Purpose: To give a professional image to users’ customers/clients, and save time in a current manual process

    516 votes

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    194 comments  ·  Reconciliation  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.

    Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.

    We’ll be sure to update you all again when we are able to look into this deeper. Thanks

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