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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.

Wtih more than 25 CAF accounts across 6 Xero clients you can imagine that bank feeds will be exceptionally high on my efficiency agenda.

Dear Jackie Turpin
Why don't you use QFX instead of Excel?
It works

This would save a huge amount of time and potential duplications constantly downloading and importing into Xero. Please, please, please, let this happen

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.

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.

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

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!

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

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.

This would be a major improvement to our business

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.

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.

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.

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

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.

We have 6 CAF bank accounts and at present have to export CSV files and import them manually which would save a lot of time and staff time which we could be spending on other areas of the charity accounts. It also increases the risk of errors and duplication so an automated bank feed would make a huge difference to ourselves.

Having this option will significantly save time for our small charity, especially as we have part-time staff and reduces the risk of errors.

Please add a direct bank feed for CAF Bank in Xero.

Currently, users must export CSV files and import them manually—this is time-consuming and increases the risk of errors and duplication.

CAF Bank is widely used by charities and non-profits, so this integration would significantly improve efficiency, accuracy, and real-time reporting for a large number of UK organisations.

A direct feed would bring CAF Bank in line with other supported UK banks and greatly enhance the user experience.

It is probably a common theme, but as a volunteer doing a Charity's accounts, this would greatly simplify managing the accounts.