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  1. Bank Feed - Charities Aid Foundation (CAF)

    407 votes

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    188 comments  ·  Banking & chart of accounts » 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.

    Tarn Heeks supported this idea  · 
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    Tarn Heeks commented  · 

    CAF bank have removed the OFX download option, so please prioritise this

  2. Tracking - Make mandatory / required

    242 votes

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    89 comments  ·  Projects & tracking » Tracking categories  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.

    Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned. 

    Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here. 

    Tarn Heeks supported this idea  ·