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  1. Bank Feed - Charities Aid Foundation (CAF)

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    313 comments  ·  Banking & chart of accounts » Bank feeds  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you all for your support and engaging to let us know the importance and use you'd have in being able to receive bank feeds for Charities Aid Foundation(CAF) bank.

    We're pleased to share that our provider Tink is building this at present and we're currently testing with a small group of users.

    We appreciate your interest, and look forward to getting this in your hands soon. I'll be back to share more news as things progress. Thanks

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    Susan Jones commented  · 

    "if one of them doesn’t do something very soon - their customers will be voting with their feet"

    Aren't we already - we've certainly moved most of our payments to an alternative current account we already had.

    Out of interest does anyone use a forum for finance managers in medium sized charities?

    Onwards and upwards!

    Sue

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    Susan Jones commented  · 

    Just to let everyone who is using Xero know - CAF has reinstituted a QFX download on the transactions screen which works the same way as an OFX without needing to be amended. You need to use the download button when you're looking at your account and it will give you options of dates to download and output options. DON'T use the historic transactions tab, just the download icon on the banking screen where you can see your recent transactions.

    Hope that helps a bit.

    Commiserations to anyone who's had time sucked into the CAFBank systems upgrade wormhole.

    Sue

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    Susan Jones commented  · 

    The CAF "upgrade" is going swimmingly so far isn't it?!

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    Susan Jones commented  · 

    Just an interim suggestion for people waiting patiently for the automated bank feed to arrive - if in CAF you download your transactions into an OFX format it can be directly imported into Xero without any fiddling around.

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    Susan Jones commented  · 

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

    Susan Jones supported this idea  ·