My Bank Accounts
Manage bank connections & link accounts securely
10 articles
- Basic logic of accounts and cards & security notesManage bank connections & link accounts securely
- Basic functions in ACCOUNT SetupBasic functions for bank accounts in COMMITLY: connect a new bank, add accounts, assign them to companies, set limits and manage access.
- Synchronize / check statusTrigger synchronization manually / refresh not working
- Delete a bank accountInstructions: disconnect a bank connection, delete the account, keep or remove the history.
Add a Bank
Add a new bank in COMMITLY: connect an account, choose the connection type (PSD2 or EBICS) and assign a company.
- Important notes
- Connect to a bank and add an account
- Selecting the connection typeConnection types in COMMITLY: PSD2/FinTS or EBICS - differences, security and how they work.
- Select the synchronization start dateChoose the synchronization start - import transactions from the selected date.
- Example - connection process with the test bankDemo credentials for the test bank
- Using a shared bank access for multiple companiesUse a shared bank access: connect and assign accounts of multiple companies in COMMITLY.