Bank Feed - Charities Aid Foundation (CAF)
For Xero to expand their bank feed connections to develop a feed that supports Charities Aid Foundation (CAF)
Hi everyone, thank you all for your support and engaging to let us know the importance and use you'd have in being able to receive bank feeds for Charities Aid Foundation(CAF) bank.
We're pleased to share that our provider Tink is building this at present and we're currently testing with a small group of users.
We appreciate your interest, and look forward to getting this in your hands soon. I'll be back to share more news as things progress. Thanks
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Phil Gooch
commented
Please could you expedite implementing a bank feed for CAF. I've just taken over as Treasurer for a local charity. I am an existing Xero customer with my company. I am planning on recommending Xero to the charity, but first we need a working bank feed for CAF.
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Daniel Helen
commented
This is getting silly now. It feels like Xero does not care. It is not fair that most corporate customers will benefit from bank feeds but many UK charities have to spend time manually importing data. Perhaps Xero should offer a discounted subscription to charities as compensation?
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Phil Hindle
commented
we use XERO for all our business and charity accounts, and find the manual process currently imposed is very bad for us, time consuming and costly. we love our other bank feed to XERO and hope that CAF can be added very soon.
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Deborah Burrows
commented
Come on Xero, help the charity sector! This would save us so much time.
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Andrew Chaplin
commented
As a charity we are considering switching to CAF bank, we would have to leave Xero for an alternative platform if we did this in order to maintain efficiencies.
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Tom Mitchell
commented
Wtih more than 25 CAF accounts across 6 Xero clients you can imagine that bank feeds will be exceptionally high on my efficiency agenda.
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Clive Mence
commented
Dear Jackie Turpin
Why don't you use QFX instead of Excel?
It works -
Gemma Cox
commented
This would save a huge amount of time and potential duplications constantly downloading and importing into Xero. Please, please, please, let this happen
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Sam Jones
commented
Another small charity here. Time is a precious resource and integration would save us so much time, and remove the errors that creep in from time to time as they would with any manual process.
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Jackie Turpin
commented
This would save us a huge amount of time and help us avoid some of the data formatting errors which creep in when we download from CAF Bank into Excel and then upload again into Xero.
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Jean Cape
commented
As a volunteer treasurer with a small charity it is vital to be able to easily upload bank feeds. The time it takes to add every transaction separately is an enormous waste of precious time
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Anne Anderson
commented
We've gone to another bank to reveive our income because of the time consuming manual download from CAF and upload to Xero process. Having this within the bank feeds like other banks would mean we could manage our funds in one bank rather than across 2, significantly reducing staff and volunteer time for our charity. please make this happen.
Just imagine how many charities would be positively impacted by this one integration for CAF bank. I would think this would be seem as part of Xero's corporate social responsibility! -
Neil Brent
commented
We are migrating our accounting to XERO and currently use the manual upload to send coded data, having a direct feed would make reconciliation more straightforward
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Helen Phenix
commented
I use Xero in another setting which receives a daily feed from HSBC and find this invaluable. The current process with CAF bank of having to download and then upload transactions takes up too much time especially when the work undertaken using CAF is on a volunteer basis.
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Susan Collins
commented
This would be a major improvement to our business
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Julie Eady
commented
I have recently switched to Xero and am finding it very frustrating that CAF can not be a linked bank account. The work around is time consuming and open to wrror.
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Andrew Crisp
commented
As with all those who commented before, a bank feed between CAF and Xero would be very valuable.
Also to say that I understand using a CSV import requires some intervention but I find the QFX file works seamlessly without any intervention. This, combined with the use of bank rules in Xero, does save a lot of time.
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Fiona Wales
commented
As with many other comments, this would save time, reduce the possibility for errors to be made, and bring CAF customers in line with other banks.
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Clive Mence
commented
This is a response to Rebecca Freeman who posted March 19, 5.47pm
I have no difficultly with the QFX manual tansfer now that the $ £ bug was resolved. However I cannot get the direct feed with Zettle to work, as it causes double counting especially with old fashioned cash received but entered on the card reader.
Clive Mence treasurer@honeyshow.co.uk -
Jane Harnden
commented
Currently we have to make several adjustments to the feed from CAF Bank to incorporate it into Xero, which opens up the possibility of errors.