Settings and activity
4 results found
-
33 votes
Ben Jeffery
supported this idea
·
-
98 votes
An error occurred while saving the comment An error occurred while saving the comment Ben Jeffery
commented
@PaulIngram
Have you tried downloading your transaction data from CAF as an .OFX file as Susan mentioned? This will import directly into Xero with no issues at all. This can be done from CAF Bank Online and not their 'Statements' site which only provides PDF versions.An error occurred while saving the comment Ben Jeffery
commented
@PaulIngram - Sorry.
I meant we are waiting for Xero to create this link. Previously, due to the way CAF Bank wanted Third Parties to connect to them Xero was unable to, however, CAF have now updated their system, so my understanding is that Xero could create the connection if they wanted to, but until enough people ask for it, it will probably remain low in their priority.An error occurred while saving the comment Ben Jeffery
commented
CAF Bank now offers Open Banking with Direct API connections, so there is no reason that Xero cannot have an automatic bank feed for them. They just need to decide to do it.... PLEASE DO THIS!...
Ben Jeffery
supported this idea
·
-
11 votes
An error occurred while saving the comment Ben Jeffery
commented
Whilst an automatic Gift Aid Claim would be great (as other platforms offer), even the ability to run a simple report that would provide a simple copy & paste to the Gift Aid schedule would be amazing. All the data is there, but currently there is not report that shows it it one place. Income by Contact is close but you can filter by account for some reason and the doesn't pulling through the address details as needed by HMRC. However, this should be very simple to do if XERO wanted to.
Ben Jeffery
supported this idea
·
-
63 votes
Hi Lilly, with Xero expenses you can upload a copy of a receipt and have it auto capture the contents to create an expense through the app - See more on this here
Is there a reason you'd prefer to email receipts to your org over the existing method? Will help when sharing back with the team.
An error occurred while saving the comment Ben Jeffery
commented
As ALL purchases online will have receipts emailed to the purchaser, not being able to forward these to their expense claim is baffling.
Please add this to the Expense function SOON.Ben Jeffery
supported this idea
·
@CliveMence
Have you tried setting up a Bank Rule for your incoming payments. These are really powerful as they can be highly selective or quite broad, and can allocate the transaction however you want. If the transaction are regular from the same source this works really well.
https://central.xero.com/s/article/Create-a-bank-rule
Hope it helps.