Settings and activity
5 results found
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422 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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Paul Ingram
commented
Just had the OFX format. Worked well and quick.
An error occurred while saving the comment Paul Ingram
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I haven't tried out getting the OFX format yet. Only heard of this today. So, thanks, everyone, for the tip.
An error occurred while saving the comment Paul Ingram
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@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.
An error occurred while saving the comment Paul Ingram
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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
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An error occurred while saving the comment Paul Ingram
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Don't understand why can't a CAF bank statement (pdf-csv) bank statement is a bank statement! When other processing software can!
An error occurred while saving the comment Paul Ingram
commented
Converting a pdf file to csv file for CAF Bank
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23 votes
Hi Megan, when your talk about the training and events could you explain a bit more of your business flow when using Projects?
Atm, you can create bills and invoices for different contacts and associated these transactions with a single project.
Paul Ingram
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15 votesPaul Ingram
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8 votesPaul Ingram
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78 votesPaul Ingram
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I Reiterate al the comments today. It would really be helpful to have bank feeds with CAF. So my workflow can run more efficiently. CAF changed / upgraded there account so it it would able to connect with accounting software. Apparently I have heard they have have done this with QBO.