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Home overview

Home overview in COMMITLY: bank accounts, sync status, integrations, team, transactions and activities at a glance.

Several widgets are shown at the top, presenting the status of the company in a compact and clear way.

  • Bank Accounts – shows the number of active bank connections
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  • Last Sync – shows when the last synchronization with the bank took place. Clicking Sync again (green refresh icon above) starts the synchronization manually.
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  • Integrations – number of connected tools such as Moco, Zapier, etc.
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  • Team – how many users have access.
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  • Unmapped Transactions – transactions without a category that still need to be mapped.
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  • Overdue – open items whose due date has passed
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  • Today's Activities – number of changes made by the team or the system.
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  • COMMITLY Level – shows progress through the recommended getting-started steps. The level rises with each completed step, such as connecting a bank account, adjusting categories, inviting team members or opening articles in the FAQ section. The goal is 100% progress once all suggested tasks are completed.

Clicking “View” (blue link) leads directly to the related detail view.
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