Settings and activity
2 results found
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585 votes
Hi everyone, thank you all for your support and engaging to let us know the importance and use you'd have in being able to receive bank feeds for Charities Aid Foundation(CAF) bank.
We're pleased to share that our provider Tink is building this at present and we're currently testing with a small group of users.
We appreciate your interest, and look forward to getting this in your hands soon. I'll be back to share more news as things progress. Thanks
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Marion Moore
commented
Echo the comments below, CAF are saying the ball is in your court. It really would make such a difference to have this facility. In practice charities often have a very limited choice of banking partners and CAF is sometimes the only feasible option. It would be great to feel that Xero were really getting behind the charity sector in this way.
An error occurred while saving the comment Marion Moore
commented
The bank feeds from Xero work so well, and now I understand it's possible for CAF to be given a feed, please Xero make it happen! Charities are under so much pressure, many of them bank with CAF because other banks don't understand charities or are actively trying to de-bank charities and it would really help. As other commentors have said, it would make my year if you were able to do this in 2026!
Marion Moore
supported this idea
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284 votes
Hi everyone, we'd like to provide an update as we’ve recently launched the new Manual Journals experience in the US, in which this idea has now been addressed.
From the Manual Journals list, you can toggle the “Show manual journals on a cash basis” setting on or off. This sets the default for all journals you create in that org, and it can also be changed within individual journals.
This is currently available in the US only, but we’re planning to roll it out to other regions soon. I’ll keep this thread updated as it lands in more places.
An error occurred while saving the comment Marion Moore
commented
It seems so bizarre that the default is for journals to show up on cash basis reports. It's so hard to remember to turn this off every single time I post a journal, and if I don't then my cash reports don't work properly. At least allow users a default choice please!
Marion Moore
supported this idea
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So pleased to hear this!
And thanks Alison Carey (previous commentator) for your helpful comments which told me so much more than either company's previous responses.
Please Xero keep us updated, and keep your eye on progress. I appreciate that Tink is an independent organisation and that you have no direct control over them, that is not the same as having no influence or not following up on progress.