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  1. Bank Feed - Charities Aid Foundation (CAF)

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    35 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Middleton (Admin, Xero) responded

    Hi everyone, 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 around at this time. I'll be sure to keep you updated of any progress that moves this along. Thanks

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    Matt Mellor commented  · 

    Bank Feed it vital now as others have said, I thought it might be helpful to list some of the issues I have identified and reported to CAF bank about statement exports since their "upgrade":

    1) You need other select more than 1 day for an export to contain any data
    2) QFX is the one to choose instead of OFX
    3) CAF are coding their files as US dollars so Xero rejects them. Workaround is to open the QFX file in a text editor (notepad for PC or Textedit for Mac), search for "USD" and overtype with "GBP". Import will then work.
    4) Any purchase on a CAF Card will import just as "POS" no more data about Merchant.
    5) For incoming Faster Payments, the Account name and reference are now reversed vs old online banking so this caused several of our bank rules to not work.

    I have reported these all to CAF Bank, and I hope they can fix them, but the need for a bank feed it even more urgent now.

    Hope this helps others.

    Matt Mellor supported this idea  ·