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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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Accepted  ·  AdminGeorgia Clarke (Admin, Xero) responded  · 

Hi all, just updating the status of this idea to Accepted here, to align with our new statuses for Xero Product ideas. You can read more about this on our blog.

We're also pleased to see in your comments here that CAF have introduced QFX file types for downloading transactions - this'll make manually importing more streamlined until a bank feed is made available.

As per our last update, 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 at this time. I'll be sure to keep you updated of any progress that moves this along. Thanks

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really need this - hours wasted manually uploading two different bank accounts weekly and our receivables are always out of date.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