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  1. Bank Feed - Charities Aid Foundation (CAF)

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    188 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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    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  ·