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  1. Bank Feed - Charities Aid Foundation (CAF)

    151 votes

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    55 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminGeorgia Clarke (Admin, Xero) responded

    Hi all, just updating the status of this idea to Accepted here, to align with our new statuses for Xero Product ideas. You can read more about this on our blog.

    We're also pleased to see in your comments here that CAF have introduced QFX file types for downloading transactions - this'll make manually importing more streamlined until a bank feed is made available.

    As per our last update, we appreciate all the interest a feed for CAF has gained and we want you to know this has definitely got attention from our product team, and something they hope to explore in the future however we can't provide any timeframes at this time. I'll be sure to keep you updated of any progress that moves this along. Thanks

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    Paul Ingram commented  · 

    Just had the OFX format. Worked well and quick.

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    Paul Ingram commented  · 

    I haven't tried out getting the OFX format yet. Only heard of this today. So, thanks, everyone, for the tip.

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    Paul Ingram commented  · 

    @Benjeffery thank you for clarifying and confirming that CAF have updated their sysyem. Just hope now Xero will now get this updated! Can't even upload a pdf statement to Hubdov to convert to Xero format like other processing softwares like Dext. Frustrating.

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    Paul Ingram commented  · 

    I am a bit confused with last comment!..........Just looked on my client who has CAF Bank account but not seeing you can connect the bank ffeds. When on the settings (COA) there is the following message Still 'CAF Bank Limited is not a recognised bank with an available feed. Please be sure you entered the bank's name correctly. You will need to manually import transactions for unrecognised banks manually.

    Paul Ingram supported this idea  · 
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    Paul Ingram commented  · 

    Don't understand why can't a CAF bank statement (pdf-csv) bank statement is a bank statement! When other processing software can!

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    Paul Ingram commented  · 

    Converting a pdf file to csv file for CAF Bank

  2. Hubdoc - Allocate to any bank account

    14 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Paul Ingram supported this idea  · 

  3. Hubdoc - Keep the highlights for extracted line items.

    6 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Paul Ingram supported this idea  · 

  4. Hubdoc - Attach multiple documents when publishing from Hubdoc

    59 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Paul Ingram supported this idea  ·