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  1. Bank Feed - Charities Aid Foundation (CAF)

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    184 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.

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    Clive Mence commented  · 

    Dear Georgia Clarke,
    I don't understand why you keep on resending the same respnse from months ago.
    And no reply if you would create any templates more suitable to the legal requirements of Charities.

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    Clive Mence commented  · 

    Dear Susan,
    As treasurer of a medium/small charity I have only recently moved to Xero and also find it infuriating that I canot find who has transferred money into our CAF account.
    I have several times commented on this forum that Xero does not seem to have a template for a charity income & expenditure account which differs from a limited company layout. It's taken me sometime to create my own 'custom' P & L. No one has ever replied.
    A forum for charities would be very ehlpful
    Clive

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    Clive Mence commented  · 

    Dear Mat Mellor,
    I have finally signed on to the new CAF Login, (apparently I wasn't swiping right firmly enough in HID) and Firefox is giving problems.
    Now I am getting the USD warning. When I open the .qfx in Notepad there is no refernce to USD. Where can I find it?

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    Clive Mence commented  · 

    I have found Xero not much quicker than the spreadsheets I created 30 years ago, when I inherited the hand written ledgers the Charity had been using. However I find that the standard Xero formats seem to be aimed largely at limited companies and their layout requirements.
    Charity accounts are different, especislly for below the line overhead expenses. I have created a new Chart of Accounts, so that the profit and loss account will need minimum attention at the end of the financial year. As well as creating a feed from the CAFBank, it would help to have a standard balance sheet as specified for Charities.
    I am in my mid 80's and feel like Ian Kelly

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    Clive Mence commented  · 

    I'm new to Xero after manually working my charity accounts for the last 30 years and it's quite easy to download the .OFX file and drag it across. However allocating incoming payments to their respective codes is tedious.
    I'm told there is some expensive add-on that will do it automatically, but I'm sceptical.

    Clive Mence supported this idea  ·