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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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    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  ·