First Steps
Get started quickly and easily with COMMITLY!
9 articles
- Set up your companyDefine the settings for your company
- Connect a bank accountLink an account to COMMITLY
- Connection types in COMMITLYPSD2/FinTS and EBICS
- Create an additional company (optional)Professional Edition, Enterprise Edition, create an additional company
- Customize categoriesCreate new categories, delete categories, rename, change order, move
- Map transactionsAssign account transactions to the cash flow scheme
- Create a forecastCreate a forecast, cash flow projection, planning, create recurring budgets
- Collaborating as a teamCollaboration, comments, activities
- Global searchSearch for transactions, budgets, etc.
