Settings and activity
2 results found
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407 votes
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.
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Annette Keith
supported this idea
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90 votes
Really appreciate those who’ve taken the time to share how this’d help in your day-to-day. We know being able to filter a Profit & Loss report by project would make it easier to understand how your jobs are performing.
Right now, the best workaround is to export your data and make adjustments for this in Excel, but we get that it adds extra steps.
There’s also the Profitability dashboard feature in Xero Projects, which gives a quick view of how each job is tracking, and may be helpful.
We’ll keep an active eye on the interest this idea continues to build through votes, but do want to be transparent that this is not in our roadmap for the foreseeable future. Thanks again for your input through Xero product ideas.
Annette Keith
supported this idea
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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!