COMMITLY Release Notes

Release Notes 2025

Release 6.0.9 — Stable bank data & smarter payment logic

📅 Published on February 10, 2026

Introduction

This update enhances reliability for bank and card transactions and improves the logic surrounding payments and receipts. 💳

Improvements & new functions

Credit notes for liabilities
Credit notes can now be processed cleanly with open liabilities.
Card transactions grouped by payment
Transactions are grouped more logically—even in more complex cases.
Direct payment without approval policy
If there is no active approval policy, a payment can be submitted directly.
Improved duplicate checking for documents
Duplicates are marked more clearly—including activity and notification.
Faster return connection after finAPI connection
After connecting to the bank via finAPI, forwarding is noticeably faster.

Technical improvements

The processing of credit card transactions via the bank interface has been stabilized—missing sales are now imported correctly.
The processing of ZUGFeRD documents has been optimized, especially when reading bank information.
Internal logging for banking and integration processes has been expanded to enable faster identification of errors.
Security and stability updates in the system kernel increase overall robustness.

Bug fixes

Fixed an issue that prevented credit card transactions from being imported completely.
Account status updates were displayed incorrectly in some cases—this has been corrected.
Some users were unable to create subcategories—this is now working again.
A problem with jumping navigation elements has been fixed.
Pop-ups continued to appear after logging out – they now close correctly.
Individual calculation and comparison errors that could lead to inconsistent values have been fixed.
Styling and interaction issues (e.g., cursor behavior or comment display) have been corrected.

In short

More reliable bank data, clearer payment logic, and lots of small UI improvements—an update that makes everyday life noticeably calmer. ✨

Release 6.0.8 — Stability in matching, budgets, and integrations

📅 Published on February 2, 2026

Introduction

This release is a true stability update: we have specifically corrected and made matching, budget calculations, and several integrations more robust. 🔧

Improvements & new functions

More transparency for synchronization errors
The last synchronization error is now displayed on transaction and "Unpaid Invoices" pages.
Enhanced Excel exports
Exports now include additional information such as source and creation date.
Multilingual emails & reports
Email notifications and Excel reports are available in different languages.
Direct link in comment emails
Comment notifications now contain a direct link to the relevant location in COMMITLY.
Extended date formats in import
Additional date formats are supported during import.

Technical improvements

Matching logic for documents and transactions has been fundamentally stabilized.
Dynamic budget calculations were reviewed and corrected.
Integrations (including lexoffice, PayPal, Pleo, DATEV, and finAPI) have been made more robust and error handling has been improved.
Nightly synchronizations now run more reliably.
Internal validations prevent inconsistent or incomplete data sets.

Bug fixes

Dynamic budgets could calculate incorrect values in certain cases—this has been corrected.
Approval guidelines could not be activated in certain cases – now possible again.
Some subcategories were not displayed – they now appear correctly.
Several integration issues (including PayPal, lexoffice, Pleo, and DATEV) have been resolved.
Problems with nightly synchronization have been resolved.
Various technical exceptions led to incorrect displays or calculations—these cases have been corrected.

In short

A release focused on reliability: matching is accurate, budgets are correct, and integrations are more stable. Exactly what you need in everyday life. ✨

Release 6.0.7 — More stable integrations & fine-tuning in detail

📅 Published on January 29, 2026

Introduction

A compact update focusing on integrations, data consistency, and a few UI details that make a difference in everyday use. 🔍

Improvements & new functions

Greater transparency for integrations
Available documents from connected systems are now displayed more clearly in columns.
Extended DATEV support
An additional template for DATEV Workplace has been added.
In addition, total lines are now automatically ignored during DATEV import to avoid errors.
AI Insights description updated
The feature description has been refined to clarify what AI Insights can do.

Technical improvements

Synchronization messages for integrations have been reviewed and made clearer.
Internal audit mechanisms help to identify duplicate receipts or transactions at an early stage.
Connection problems with external payment providers have been analyzed and stabilized.
The display after complete data cleansing of a company has been technically revised (zero-state logic).

Bug fixes

Fixed an issue where comments and activities were not correctly assigned after a change of ownership.
A problem prevented connection to Stripe in certain cases—the connection now works reliably again.
Unwanted scrolling in the import area has been prevented.
A console error on the add-ons page has been fixed.
A permanently visible loading indicator after status changes for invoices or receipts has been corrected.

In short

More stability for integrations, cleaner data, and a few quiet improvements in the background—exactly the kind of update you hardly notice but appreciate. ✨

Release 6.0.6 — AI Insights for Everyone & New Performance Base

📅 Published on January 28, 2026

Introduction

A real milestone release: We are opening AI Insights to all users (as a beta) – and converting the entire database architecture to performance in the background. 🚀

Improvements & new functions

AI Insights now available to everyone (beta)
Our AI-powered insights are now available to all users.
The beta provides intelligent summaries, anomalies, and context from your financial data—optionally activated and deactivated at any time.
Improvements to AI Insights
The quality of insights has been further refined to make summaries more understandable, relevant, and consistent.
Tags for manually created documents
Manually created documents can now also be neatly tagged—for greater structure.
Filter for unexported documents
Unexported documents can be filtered specifically and found more quickly.
Improvements in the loan area
The start date for repayments can now be delayed.

Technical improvements

New database architecture (Aurora)
We have migrated the database to a more powerful architecture.
The result: better performance, greater stability, and a solid foundation for future growth.
More stable processing of receipt emails
The processing of incoming receipts has been made more robust to avoid delays.
Security and stability updates
Internal dependencies have been updated to reduce potential security risks.
Optimized calculation logic
Archived forecasts and inactive scenarios are no longer unnecessarily recalculated, saving time and resources.

Bug fixes

Fixed a bug that caused opening balances between actual values and forecasts to not match.
Minor display issues in the loan area have been corrected.
An issue where the account setup menu unexpectedly disappeared has been fixed.
The placement of detailed information in the AR/AP overview has been corrected.

In short

AI Insights goes live (beta)—and COMMITLY gets a significantly stronger foundation in the background.
More clarity today, more performance tomorrow. ✨

Release 6.0.5 — More robust document processing & more peace of mind in the background

📅 Published on January 27, 2026

Introduction

This update addresses a specific issue with a significant impact: documents are processed even more reliably, and unnecessary background load has been reduced. 🧘‍♀️

Improvements & new functions

ZUGFeRD files correctly recognized and processed
Documents in ZUGFeRD format are now processed reliably—even if the XML is embedded directly in the PDF.
Smarter email processing
Email attachments with simple images will be ignored in future to prevent processing errors.

Technical improvements

The processing of ZUGFeRD documents has been technically redesigned to increase stability and future-proofing.
Background processes have been streamlined so that less unnecessary data is stored and the system runs more smoothly overall.
Checks relating to bank details have been tightened up in order to identify connection problems more quickly.

Bug fixes

Fixed a bug that caused certain structured document files to be processed incorrectly.
Discrepancies in automatic document recognition have been corrected so that ZUGFeRD files are no longer misinterpreted.

In short

More precision in receipts, less clutter in the background—a technical update that noticeably brings peace of mind. ✨

Release 6.0.4 — Improved stability for emails, accounts, and currencies

📅 Published on January 22, 2026

Introduction

Another refinement release: We've been working on reliability, account logic, and currency support—so everything runs smoothly. 🧩

Improvements & new functions

New currencies available
AUD and JPY are now also supported—useful for more international setups.
Improved handling of multi-currency accounts
Accounts with one IBAN but multiple currencies are now processed correctly.

Technical improvements

Transaction and activity processing has been made more robust to prevent duplicate entries.
The connection of external bank accounts has been further refined.

Bug fixes

Fixed a bug that prevented emails from being delivered in some cases.
Duplicate activities after importing transactions have been corrected.
An issue with multiple bank account details has been resolved.
Missing offline accounts were displayed correctly again.

In short

More stability in the background, better support for currencies, and clean account logic—an update that works where you expect it to. ✨

Release 6.0.3 — Planning exports, onboarding overview, and stability updates

📅 Published on January 21, 2026

Introduction

This release combines practical enhancements for planning and exports with important stability fixes in the background—so everything continues to run reliably. 🧭

Improvements & new functions

Complete forecast export from planning
Forecasts can now be exported in their entirety—ideal for further processing and coordination.
More options for Excel exports
Exports from planning can be configured more flexibly and are better tailored to different use cases.
Copy function for plans
Existing plans can now be easily duplicated—quick start instead of new setup.
Actions for budgets in drill-down
Budget actions are available directly in the detail view without changing context.
Suggested future periods in the date picker
The date picker now actively supports planning for upcoming periods.
Visual onboarding roadmap
A new overview clearly and comprehensively shows progress and next steps in onboarding.
Enhanced PDF export for audit trails
Transaction and document data are now included in PDF exports—for greater traceability.
Improvements to DATEV document image service
The connection has been updated and tags are now correctly taken into account.
Minor UI improvements
Revised labels, additional loading indicators, and clearer previews provide better orientation.

Technical improvements

Email processing has been stabilized, so notifications are once again being delivered reliably.
Internal checks and translations (including for ZUGFeRD) have been updated.
Background processes for audit trails have been cleaned up to display system entries more clearly.

Bug fixes

Fixed a bug that prevented some users from logging in.
Emails were occasionally stuck in limbo, but delivery is now working reliably again.
A problem with tags in the DATEV document image service has been corrected.
Minor UI inconsistencies have been fixed.
System entries in the audit trail are now displayed correctly.

In short

More options for planning and exports, better onboarding, and a more stable foundation in the background. A well-rounded update for everyday use. ✨

Release 6.0.2 — Stability, security, and fine-tuning in the document area

📅 Published on January 15, 2026

Introduction

A quiet maintenance release with a focus on security and reliability—ensuring that the new document area continues to run smoothly in the long term. 🔧

Technical improvements

Updated security components
Internal communication libraries have been updated to further enhance security and compatibility.
OCR service technically prepared
Access data for the new OCR service has been updated and securely stored—an important basis for stable document recognition and future developments.

Bug fixes

Fixed a bug that caused complex approval rules to not be processed correctly in certain situations.
A problem has been fixed where address data for business partners could not be edited in the document area.

In short

No visible innovations, but a solid foundation: greater security, clean approvals, and stable master data. That's exactly what a maintenance release should be. ✅

Release 6.0.1 — Stabilization & fine-tuning after the big restart

📅 Published on January 9, 2026

Introduction

Right after the big 6.0 release, we followed up with a few tweaks, improved performance, and eliminated minor inconsistencies. 🔧

Technical improvements

Improved performance in the document area
Internal processes related to document authentication and processing have been optimized so that pages load faster and more reliably.

Bug fixes

Fixed a bug that caused the interface in the document area to not display correctly in some places.
An issue has been fixed where changes to business partners were not reliably applied to invoices.
Individual transactions were not processed correctly in specific cases – these cases have now been rectified.

In short

Not a new chapter, but an important refinement: 6.0.1 ensures that the major overhaul of 6.0 also runs smoothly in everyday use. ✨

Release 6.0 — COMMITLY Bills completely redesigned

📅 Published on January 8, 2026

Introduction

A big step at the start of the year: We have completely revamped our entire document and invoice processing system—including a new OCR service for better quality today and greater flexibility tomorrow. 🚀

Improvements & new functions

Bills completely redesigned
The entire document and invoice area has been redesigned from the ground up. The structure, processes, and data model are now clearer, more robust, and more scalable.
New OCR service
We have replaced our previous OCR service and switched to a new provider. This ensures better recognition quality, more stable processing, and a future-proof basis for further automation.
Improved approval and role logic
Approval processes, roles, and permissions have been restructured and now work together seamlessly.
Greater transparency for receipts
The origin, status, validations, and details of invoices are more clearly visible and traceable.
Enhanced export and XML options
XML exports have been expanded and validated, including clear notifications if a file cannot be generated.
Improved analysis and evaluation
Analyses and evaluations in the document area have been expanded and stabilized.

Technical improvements

New infrastructure for the entire Bills area – designed for stability, scalability, and future expansion.
Conversion of central processing procedures related to OCR, validation, and data migration.
Security and policy adjustments for external services.
Internal data models, checks, and background processes have been comprehensively modernized.
UI fundamentals and dependencies have been updated to ensure long-term maintainability.

Bug fixes

An error has been fixed that prevented invoices or receipts from being displayed or processed correctly in certain cases.
Display errors in various views (including Dark Theme, Reports, Drill-downs) have been fixed.
Inconsistencies in currencies, dates, and validations have been corrected.
Minor UI inconsistencies and edge cases in the new Bills section have been fixed.

In short

Release 6.0 is not a refinement, but a restart: Bills rebuilt, OCR changed, foundation laid.
Or in other words: ready for anything that comes. ✨

Release 5.14.11 — Technical refinements for the year-end closing

📅 Published on December 23, 2025

Introduction

A small maintenance update just before the holidays: We have checked, corrected, and stabilized everything so that everything runs smoothly into the new year. ❄️

Technical improvements

Internal audits in the planning and budgeting area were tightened up to ensure consistent presentation of periods.
The display of the date selection in side panels has been technically revised and stabilized.
UI configurations have been cleaned up to avoid display differences in the dark theme.

Bug fixes

Fixed a bug that caused the onboarding status to be displayed incorrectly in some cases.
Discrepancies in the processing and display of individual transactions have been corrected.

In short

No new features—just a clean foundation. That's exactly what a year-end financial statement should look like. 🎄✨

Release 5.14.10 — Fine-tuning in the loan area

📅 Published on December 19, 2025

Introduction

Shortly before the holidays, we tidied things up once again: fewer distractions in activities, more stability in loans. 🎯

Technical improvements

Internal queries and redirects have been simplified to keep processes more stable and clearer.

Bug fixes

A bug has been fixed that caused evaluations in the loan area to be displayed incorrectly.
An issue with activities and comments on loan agreements has been fixed—all entries now appear completely and reliably.
Outdated forwarding information has been removed, making integration processes more robust.

In short

Less clutter, more clarity—a small update with a noticeable effect in everyday life. ✨

Release 5.14.9 — More stable budgets, reliable planning, and minor UI updates

📅 Published on December 17, 2025

Introduction

We have made further refinements for the final sprint of the year: budgets, planning, and reports are now running as they should again.

Improvements & new functions

UI optimizations for document export
The interface for exporting has been redesigned and is now clearer and more consistent.

Technical improvements

Internal metadata has been updated so that COMMITLY is displayed correctly and up to date in external app directories.
Background processes for budget and planning logic were reviewed and stabilized.

Bug fixes

Fixed a bug that caused budgets from the annual view to be incorrectly assigned to the wrong time period.
An issue with splitting transactions has been fixed—splits are now processed correctly again.
Fixed a bug that prevented plans from being updated in certain cases.
Account settings could not be fully edited in certain cases—this is now possible again.
Some saved reports could not be opened – the reports can now be reliably accessed again.
A minor typo in a dialog box has been corrected.

In short

Many small corrections in the right places – for reliable budgets, clean planning, and a peaceful end to the year with COMMITLY. 🎄✨

Release 5.14.8 — Better overview, improved sorting, and many important fixes

📅 Published on December 15, 2025

Introduction

Shortly before the end of the year, there's another package full of detail improvements: clearer sorting, more visible map information, and numerous bugs fixed. 🎁✨

Improvements & new functions

New filters for card transactions
More filter options make evaluation easier and allow anomalies to be identified more quickly.
Marking rejected card transactions
Rejected transactions are now highlighted more clearly—greater transparency at a glance.
Remaining card limit visible
Card limits are clearly displayed, which improves the overview for users.
Improved due date display for invoices
Outstanding amounts and due dates are displayed more consistently.
Optimized sorting of invoices and accounts The default sorting has been revised so that you can find the most important information faster.
New info element for loans
Additional notes make it easier to understand the loan area.
More consistency in the UI
Spacing, icons, hover effects, and integration views have been standardized.
Bulk export of receipts for card transactions
Receipts can now be exported collectively—ideal for accounting and monthly statements.
Onboarding status for cards
Open steps in card onboarding are displayed more clearly.

Technical improvements

XML exports now consistently use the account holder's name.
Improved validations prevent incorrect activations.
Sorting logic and widget structures have been harmonized.
Transaction processing has been further stabilized.

Bug fixes

A bug has been fixed that caused some booked card transactions to be hidden.
Drop-down menus used to close unintentionally in certain situations—not anymore.
Blocked transactions were incorrectly displayed after individual transactions – fixed.
Filters disappeared after selecting "My Filters" – now remain reliably visible.
Tags were not always updated after status changes in card transactions – now correct.
Unwanted horizontal scrolling on the reporting page has been eliminated.
An incorrect display in the cash flow visualization (Sankey) has been corrected.
Editing categories using the Enter key now works as expected again.
Multiple user assignments due to internal inconsistencies have been corrected.

In short

Many small improvements, significantly more clarity—and a stable end to the year with COMMITLY. 🎄✨

Release 5.14.7 — More stability for budgets, runway, and imports

📅 Published on December 9, 2025

Introduction

A release with a clear mission: budgets should run smoothly, runway data should be complete—and a few important details have been improved at the same time. 🚀

Improvements & new functions

Harmonization of add-ons
The presentation and structure of our add-ons has been standardized to make everything clearer and more consistent.
Optimized PayPal import
Import processes have been revised and now run more reliably with up to 10,000 transactions per day.
Transparency of release notes
The current release version, including a link to the release notes, is now displayed in the Account Setup area.

Technical improvements

Internal adjustments improve the calculation of dynamic budgets.
Security and communication rules for external services have been updated.
Background processes have been modernized to run more stably and perform better.

Bug fixes

Fixed a bug that caused budget recalculations in scenarios to not run correctly at night.
Fixed an issue that caused runway data for 2026 not to be displayed.
An error in the processing of certain data structures has been fixed, allowing analyses to function reliably again.
A BANKSapi-related error has been fixed, allowing affected connections to synchronize stably again.

In short

A release that brings order: Runway data is back—and imports are running more smoothly. ✨

Release 5.14.6 — Minor updates for greater precision in everyday use

📅 Published on December 4, 2025

Introduction

A compact update that focuses on refinement: better search results, more stable imports, and greater flexibility when uploading. 🔧

Improvements & new functions

More flexible uploads for card transactions
Files between 1 KB and 20 MB can now be uploaded without any problems.
Improved search function in Approval Policies
The search function now ignores upper and lower case letters, allowing you to find the right rules more quickly.

Technical improvements

This release includes minor adjustments for improved processing of imports and data sources.

Bug fixes

Fixed a bug that caused transactions with identical IBANs but different currencies to be incorrectly assigned.
A problem in the filter function has been corrected, so that data can now be reliably filtered by DATEV source again.

In short

Small, clear, and helpful—an update that makes everyday life a little smoother. ✨

Release 5.14.5 — Greater clarity, clearer visualizations, and important corrections

📅 Published on December 3, 2025

Introduction

This time, the update brings more clarity to budgets, cash flow displays, and the AI summary—plus some important stability improvements. 🎯

Improvements & new functions

Release notes directly in account setup
Users can now see the link to the release notes with the latest changes in the COMMITLY subscription area in account setup.
Optimized texts & links for specific functions
Descriptions have been updated so that users can understand more quickly how to use specific features.
Cash flow visualization (Sankey)
A new visual representation of cash flow makes money flows much easier to understand.
improves runway development The runway calculation has been further refined and now provides more reliable projections.
DATEV export expanded
Export of multiple or individual documents in DATEV document image service is supported—ideal for companies that use DATEV.
AI summary expanded
The AI now automatically selects the appropriate analysis focus and also generates summaries of the cash flow visualization.

Technical improvements

Internal systems for document generation and processing have been updated to run more stably and quickly.
Background processes for calculating dynamic budgets were reviewed and optimized.

Bug fixes

Fixed a bug that prevented budget recalculations from being triggered or performed as expected in scenarios.
An issue has been fixed that caused incorrect plan views for a few users in certain situations.
The display of certain account types has been revised and improved.
An error in the date selection led to invalid days – this has now been fixed.
The date selection for future months now works reliably.
A discrepancy in the loan area led to incorrect calculations – this has been corrected.
The cardholder dropdown has been fixed and now displays all relevant entries again.

In short

A release with a lot of clarity: better visualizations, smarter AI, more stable budgets—and a few fewer bugs in everyday use. ✨

Release 5.14.4 - More space for your loan agreements

📅 Published on November 27, 2025

Introduction

A small update with a big impact: you can now upload much larger files (loan agreements) - more practical for everyday use and less clicking. 📄✨

Improvements & new functions

Upload size for documents / loan agreements increased
You can now upload files of up to 20 MB directly to COMMITLY Loans. Ideal for large PDFs or detailed documents that were previously too large.

In short

More scope for large files - and fewer hurdles in everyday work. 🚀

Release 5.14.3 - Fine-tuning for login & UI

📅 Published on November 26, 2025

Introduction

A small but effective update: we have optimized interfaces, modernized the login and further improved our loan module. ✨

Improvements & new functions

New icon for voucher attachments for card transactions
Attachments are now easier to recognize - clearer, more modern, more visible.
Revised login page
The login page has been updated and now looks more modern and clearer.
UI fine-tuning
Several small visual details have been improved to make COMMITLY even more harmonious to use.
Improvements in the loan area
The module for loan agreements has been further refined and made more stable and clearer in several areas.

Technical improvements

This update contains minor internal adjustments that contribute to a more stable display and smoother user interaction.

Bug fixes

No individual bug fixes have been listed for this version.

In short

A compact update full of fine-tuning - for even smoother working in COMMITLY. 🚀

Release 5.14.2 - Small improvements for smoother working

📅 Published on November 25, 2025

Introduction

In this update, we have improved several details in the interaction of maps, planning and user rights - and removed a few small stumbling blocks. 🎯

Improvements & new functions

New role: Card holder
Users can now be assigned their own role, which is specifically intended for accessing card functions.
Minor UI optimizations
Several minor display and layout details have been adjusted to make operation even smoother.
Mobile login even more flexible
The mobile login page has been updated and adapts better to different screen sizes.
Clearer labeling in the map diagram
The diagram heading has been adjusted to reflect the content more precisely.
Improved visibility rules
Users without booking rights can now still see card transactions if they are authorized to do so.

Technical improvements

Internal test mechanisms for integrations have been improved so that settings work reliably in all common browsers.
Notifications for internal quality controls have been extended to catch potential errors earlier.

Bug fixes

Fixed a bug that caused map charts to display unrounded values.
A problem when switching from overviews to the detail view has been corrected.
An error in the planning area has been fixed which prevented the expected invoice date from being saved reliably.
A display problem in certain browsers prevented the editing of integration settings - this has been fixed.
Individual discrepancies in the processing of transactions have been corrected so that all values are displayed correctly again.

In short

An update that brings a lot of fine-tuning - so that COMMITLY also makes your life easier in the details. ✨

Release 5.14.1 - Small fixes, big impact & Loans Private Beta

📅 Published on November 20, 2025

Introduction

A small but nice service release: We have corrected some discrepancies and brought two new functions closer to product maturity. 🔧

Improvements & new functions

AI summary publicly available
Our new AI-based summary can now be used more widely and is available to all users.
First step towards managing loan agreements
The new module for managing loan agreements is available in an early version and lays the foundation for further expansion stages.

Technical improvements

Internal checking mechanisms have been improved so that planning views and transactions are loaded more consistently.
Some internal data comparisons have been optimized to avoid incorrect or duplicate values.

Bug fixes

Fixed a bug that caused the account balance to be displayed instead of the company name in some places.
A problem where transactions were not restored correctly in individual cases has been fixed.
The side panel for planning details has been revised and now loads reliably.
A bug has been fixed that caused certain internal transfers to be interpreted incorrectly.
A display problem caused a wallet balance to be displayed twice or calculated incorrectly - this has now been corrected.
An error in the document check has been fixed so that relevant documents are processed correctly again.

In short

A release that cleans up, smoothes and prepares - so that COMMITLY continues to run as reliably as you need it to. Including a small, exciting sneak peak. Psst! 🚀

COMMITLY Release 5.14 - More clarity for cards & transactions

📅 Published on November 20, 2025

Introduction

In this release, we have taken care of many small but effective improvements in the card and transaction area - for a well-rounded, stable experience. ✨

Improvements & new functions

More account information in the Excel export
The flexible export now contains additional account data and is therefore more helpful for analyses.
Automatic tags for card transactions
The card name is now automatically used as a tag - ideal for structured evaluations.
Transparency for blocked transactions
If information is missing, COMMITLY now clearly shows these bookings as blocked.
Tags for account transactions
Postings to accounts can now also be tagged.
New filters for cards & transactions
Cards, cardholders and tags can now be filtered - getting the right information faster.
Small UI improvements for maps
Fine-tuning for a more consistent appearance.
Automatic tags for virtual IBANs
Transactions via virtual IBANs are now tagged automatically.
Less noise in the weekly mail
Internal transfers are removed from the weekly report - clearer, more focused.
More info link for banking functions
An additional note makes it easier to understand the available functions.
Settings for test accounts
Test environments deliberately do not display certain payment functions - for a clean setup.
Visibility rules for cards
Users only see the cards and transactions to which they are authorized.
Information banners for functions
A discreet notice informs users better about available features.
XML export for top-ups
Top-ups can now be exported as XML files—handy for processing in online banking.
Mobile access functions extended
Relevant banking functions are also reliably available on mobile devices.

Technical improvements

Libraries that are no longer required have been removed, making the application leaner and more stable.
An internal update ensures improved stability and future-proofing.

Bug fixes

Fixed a bug that caused amounts in card transactions to be displayed negatively due to a calculation error.
Diagrams and balances in the chart area now show the correct values.
New tags can again be created directly from a card transaction.
Missing categories for individual account transactions are now processed correctly.
A bug has been fixed that led to a missing account assignment in individual cases.
Certain external error messages are now intercepted and processed cleanly.
The page for card transactions reacts correctly again, even if invalid entries are made.
The date picker has been revised and works reliably again.
Values in map charts are now displayed rounded.
A bug in the user administration that led to missing attributes has been fixed.

In short

Many details polished, some stumbling blocks removed - and an overall more stable and clearer COMMITLY experience. 🚀

Release 5.12.4 - More dynamics for budgets

📅 Published on November 12, 2025

Introduction

Freshly calculated, automatically updated. 🔁
With 5.12.4, everything revolves around dynamic budgets - so that planning will be even more flexible and consistent in future, even overnight. 🌙

Improvements & new functions

Dynamic budgets by category groups: Budgets can now be created directly on the basis of category groups - ideal for complex scenarios and structured planning.
Automatic recalculation: Dynamic budgets are automatically updated overnight so that planning data is always up to date - without any manual intervention.

Bug fixes / stability

Budget creation: A problem with the creation of dynamic budgets has been fixed - all users can now create new scenarios again. ✅

In short

A small but effective update for more intelligence in planning.
Or in short: 5.12.4 - budgets that think for themselves. 🧠

Release 5.12.3 - Secure connections & clean assignments

📅 Published on November 10, 2025

Introduction

A technical interim release that takes care of the things you can't see, but notice immediately: Stability, security and smooth bank connections. 🏦✨

Improvements & new functions

Comment icon for bills: Bills now show at a glance if comments are available - communication directly in context. 💬
Support for multi-currency IBANs: Accounts with identical IBANs but different currencies can now be assigned correctly. 🌍

Technical improvements

reCAPTCHA migration: New Google reCAPTCHA integrated - better spam protection and more stable login. 🔒
Integration logs expanded: JSON logs in Django Admin have been expanded - more transparency for interface errors.
Tenant migration: successfully transferring Perlenreich to a new instance.
Excel import: Improved stability when importing budgets from Excel.

Bug fixes / stability

Bank details for admins: Error when connecting bank accounts by administrators fixed.
Automatic account allocation: Corrected behavior for Auto-Allocate to avoid unwanted allocations.
Date & time zones:
Fixed comparison error between time zone aware and unaware date values.
AmbiguousTimeError eliminated - no more confused time zones.
Search function: Problems with encoding in search queries fixed.

In short

A technical fine-tuning release that brings bank connections and system stability up to scratch.
Or in short: 5.12.3 - securely connected, neatly sorted. 🔗

Release 5.12.2 - More stability, more overview

📅 Published on November 5, 2025

Introduction

After the major wallet update, it's time for more fine-tuning. 🧰
Release 5.12.2 brings performance improvements, visual clarity and security updates - a quiet but important interim release.

Improvements & new functions

Planning & Charts:
Available funds are now displayed directly in the legend - immediately visible, without calculating. 💡
Exported diagrams now always come with a white background - no more dark mode chaos in presentations.
Internationalization: New currency: MXN (Mexican Peso) added. 💵
Invitations & tags: Uniform sorting for invitations and harmonized tag lengths for clean presentation.
Excel add-in: Improved company sorting and customized display in dark mode.

Technical improvements

Security update: Fixing a potential XSS vulnerability in Getstream. 🔒
Automated tests: Regression tests and unit tests now also active in the test environment.
Increased performance: Faster tag queries thanks to optimized database access.
Error monitoring: Elimination of console errors and performance problems in the test environment.

Bug fixes / stability

Budgets: Creation in the main node now prevented - more structure, less chaos.
easybill import: Date formatting corrected.
Contracts: Sorting by start and end date works again.
Intercompany budgets: Are displayed correctly, even without a group structure.
Insights & Planning: Starting balance and drill-down views are synchronized again.
Dark Mode in Excel Add-in: Display and readability problems fixed.
Duplicate activities and incorrect report parameters removed.

In short

An inconspicuous but strong release: faster, safer and clearer.
Or in short: 5.12.2 - runs smoother, looks better and remains secure. ✅

Release 5.12.1 - Fine-tuning after the major update

📅 Published on October 31, 2025

Introduction

Following the major 5.12 release, the first fine-tuning is now underway. 🔧
Version 5.12.1 fixes minor inconsistencies, improves integrations and provides a better overview of the UI and activities.

Improvements & new functions

Version display: The current version of COMMITLY is now displayed directly on the account page.
DATEV upload: New confirmation message after successful upload - for more transparency.
UI details:
Revised pop-up dialog when deleting rules.
Larger alias field for accounts
Updated registration email with clearer structure and language.

Technical improvements

Test basis: Basic framework for automated regression tests created (Page Object Model).
Integration checks: Improved validation and system monitoring for accounts, invoices and PayPal transactions.

Bug fixes / stability

Activities & categories: Category is now displayed correctly in the remapping activity.
Booking rules: Incorrect pre-filling after clicking on tags has been fixed.
Amount logic: Bills with amount 0 are now saved correctly.
Login & security: Pop-up on the login page disappears reliably after automatic logout.
Search function: More stable - no more crashes when searching for transactions.
Design & display: Address fields visible in dark mode, integration details in side panel updated.
Pleo & API: Bugs in the interface fixed, sync processes are stable.

In short

A technical maintenance update with attention to detail.
Or in short: 5.12.1 - small things, big impact. ✨

Release 5.12 - The big banking update (private beta)

📅 Published on October 29, 2025

Introduction

With version 5.12, COMMITLY is entering the next round of digital financial management. 🚀
This release brings the new COMMITLY Wallet with numerous improvements to cards, transactions and banking - plus a technical upgrade to the foundation.

Improvements & new functions

COMMITLY Wallet:
New design, new structure, new experience - all card transactions now clearly displayed. 💳
Comments, tags & categories can be maintained directly in card transactions.
Quick Search for cards and transactions makes finding them lightning fast.
Attach invoices: Documents can be assigned directly, including improved error handling.
Redesign of the Wallet Summary: clearer, more modern, more informative.
Roles & authorizations: Precise control for tenant, admin and manager.
Top-up currently temporarily deactivated - stability before new features.
Balance → Card Spend: new, clearer designation for expenses.
Optimized status display & synchronization: fewer sync errors, clearer status messages.
User-friendliness & UI:
Side panels for transactions and cards can now be closed with Escape.
Mobile sign-up optimized - easy access on the go.
Invoice names from bills are transferred correctly (no more "n/a").

Technical improvements

Framework upgrade: Migration Django - more modern, more secure, better performance. ⚙️
Search & Navigation: Search errors on subsequent pages corrected.
English wallet version updated, including all new terms and labels.

Bug fixes / stability

UI & data corrections:
Removed duplicate amounts in rule preview and duplicate times in activities.
Fixed width and layout problems in the map area.
Incorrect sorting, missing IDs and incorrect synchronization in the wallet area solved.
Wallet sync error: connection problems with banking services fixed.
Import error: "n/a" invoice names and search aborts corrected.

In short

Probably the biggest update in the 5 series: the COMMITLY Wallet (initially in private beta) is here! 🎉
More banking, fewer hurdles, clean processes - and a stable technical foundation.
Or in short: 5.12 - the release that reshuffles the cards. ♠️💼

Release 5.11.9 - Minor maintenance, clean data

📅 Published on October 24, 2025

Introduction

No big features, no fuss - just a solid technical maintenance release. 🧱
5.11.9 brings stability, data completeness and a few precise corrections in the background.

Improvements & new functions

Complete data for counterparties & tags: The API now provides all available information on business partners and tags - more context for reports and automations.

Technical improvements

Unit tests: Incorrect tests have been corrected - ensures more stable deployments and faster CI/CD runs. ✅
System check: Several accounts checked to ensure bank details and imports.

Bug fixes / stability

Comments & activities: Improved behavior in the event of changes of ownership - history remains traceable.
Rule logic: Incorrectly assigned transactions are recognized and handled correctly.

In short

An interim technical update for more reliability behind the scenes.
Or in short: 5.11.9 - less code flickering, more peace and quiet in the system. 💡

Release 5.11.8 - Scrolls like clockwork again

📅 Published on October 23, 2025

Introduction

Sometimes a single fix is enough to get things back on track. 🧭
5.11.8 is a small, quick maintenance release - with a focus on ease of use and a few backend checks in the background.

Bug fixes

Scroll fix: Scrolling in the invoice side panel works smoothly again. No more jerky edit windows, no more stuck screen. ✅
Other
System checks: Several accounts were checked and validated to resolve synchronization and connection issues for individual customers.

In short

A small fix that makes everyday life run smoothly again.
Or in short: 5.11.8 - the wheel is turning again. 🌀

Release 5.11.7 - Quiet screen, clearer charts, stable planning

📅 Published on October 22, 2025

Introduction

Small steps, big impact. 🪶
With 5.11.7, we're focusing on smoothing, stability and user experience - no new features, but lots of things that let you scroll, click and plan more smoothly.

Improvements & new functions

Visual clarity: The dark segment in bar charts has been revised - the display of the "Actuals" is now clean and legible again.
Visual details: Background in the approval panel, placement of the date selector (especially in Safari) and minor UI adjustments improved.

Bug fixes / stability

Planning remains smooth: the screen no longer jumps when navigating with arrow keys - smooth working guaranteed. ⬅️➡️
Date logic & picker: Unusual behavior in the calendar fixed.
Bills: Amounts are now correctly synchronized in the company currency 💶
Mobile links removed: Links to app stores (Apple & Google) have been temporarily hidden.
User activities: New users no longer see old activities - no more déjà vu effects.

In short

A release without show effects, but with a lot of impact in everyday life.
Or in short: 5.11.7 - less jumping, more working. 🧘‍♂️

Release 5.11.6 - Ciao, fine-tuning with an international touch 🇮🇹

📅 Published on October 20, 2025

Introduction

Ciao, bug fixes! 👋
With version 5.11.6, we are rolling out a small but nice update - including Italian language support, smarter budget views and a few much-needed detail corrections.

Improvements & new functions

New language: Italian 🇮🇹 - COMMITLY now speaks one more language!
Budget overview: Long description text? No longer a problem - horizontal scrolling is here.
Smarter date logic: Expected due date can now be before the actual due date - more realistic for payment planning.
Small UI improvements: No more "hand" cursors in irrelevant places on the transaction page, clear indications for archived categories.

Bug fixes / stability

Invoice Sidepanel: Correct calculation of overdue periods.
Filter & Navigation: Month filter opens the correct period again.
Offline accounts: Transactions can now be reliably deleted.
Notifications: Email links lead to the right environment again - no more detours into the staging world. 🌍
"Lexoffice" correctly renamed to "Lexware".

In short

A release for the details - clearer, more precise, multilingual.
Or in short: 5.11.6 - piccolo, ma potente. 💬

Release 5.11.5 - Integration, stability & a bit of order

📅 Published on October 14, 2025

Introduction

Sometimes a release is like a well-oiled cogwheel - inconspicuous but crucial. ⚙️
With version 5.11.5, we have made many small adjustments: from integrations and security to cleaner data handling. A major tidy-up with a noticeable effect.

Improvements & new functions

Auto-mapping for budgets: COMMITLY now recognizes and assigns budgets automatically - fewer clicks, more efficiency.
Bank account archiving: Deleted accounts retain their "Archived" status to keep histories traceable. 🗃️
Weclapp integration extended: Now imports order status and uses cost types as tags - clearer structure, better allocation.
Stripe refunds: Now show the customer name instead of cryptic IDs.
Integration buttons: Interfaces can be synchronized manually on the contract page.
Statistics tidied up: Internal transactions will be excluded in future - real data, no distortion.
Polishing up the appearance: Standardized spelling "COMMITLY" and updated year display in the footer - small but nice details. ✨

Technical improvements

More security & control: Improved authorizations for deleting tenants in Admin.
Pagination for Banking API: Better overview and performance with large amounts of data.
New monitoring structure: introduction of a central alert channel for faster system messages.
History data in the DB: Company data records now have fields for "Created At" and "Updated At" - more transparency in the data history.

Bug fixes / stability

Banking: Stabilization of BanksAPI connections - even with incomplete SCA releases.
Integrations:
easybill synchronizes the payment status correctly again.
sevDesk now provides correct due dates and contract data.
Bank accounts & interfaces: Sorting and empty connections have been cleaned up.
Contracts & budgets: Category change is saved, budget creation from Insights works again.
UI & usage: Search behavior in transactions, comments for bookings and export functions improved.
Bug fixes (Sentry): Various AttributeErrors eliminated - from Banking to Transactions to Budgets. 🧩

In short

This release doesn't bring any loud features, but ensures that everything runs quietly and perfectly again.
More stability, better integrations, clean data.
Or in short: 5.11.5 - the release you can't see, but you can feel. 💪

Release 5.11.4 - Clean views & stable processes

📅 Published on October 3, 2025

Introduction

A long weekend? Not for us. 😉
With 5.11.4, we're bringing you an update that's all about stability, clear rules and bug-free interfaces. Many small issues have been closed - so you can concentrate on numbers instead of bugs again.

Improvements & new functions

Clear text in the UI: "Actuals" is now called "Transactions" - clearer, easier to understand, more user-friendly.
SevDesk import optimized: Delivery bills are no longer synchronized so that only relevant documents are imported into the system.

Technical improvements

Staging tidied up: The old staging environment has been removed - less complexity, faster deployments. 🚀
FlatFile standard: CSVs now use semicolons (;) as separators - more compatible with EU formats.

Bug fixes / stability

Date Picker: Weeks now finally start on Monday. Calendar logic made in Europe. 📅
Banking & Budgets: Connection to bank accounts and budget creation in the weekly view are running smoothly again.
Rules & approvals: Error in the approval workflow fixed (high priority!) - approval processes work reliably again.
UI fine-tuning: Various glitches in invoice and rule views fixed, CSS errors corrected.
Missing transactions: A reported case with missing transactions has been checked and corrected.
Error console: Several annoying JS errors (e.g. with empty syncs or invoice processing) are history.

In short

A release that creates order: better logic, more stable processes, less visual chaos.
Or in short: 5.11.4 - everything smoothed out again, from the calendar to the account. 🧼

Release 5.11.3 - A small update for complete lists

📅 Published on September 29, 2025

Introduction

Small update, clear thing. 🧩
A short stopover on the way to the next major release - this time with a targeted fix in the approval area.

Bug fixes

Supplier display corrected: All suppliers are now displayed in full again in the Approval Policies side panel. No more missing names. ✅

In short

A mini-release that ensures complete lists again.
Or in short: 5.11.3 - because "almost all" suppliers are simply not enough. 😉

Release 5.11.2 - Security fixes, stability & new functions

📅 Published on September 25, 2025

Introduction

Fast, important, secure. ⚡
Release 5.11.2 closes a security gap, improves data stability and brings minor functional updates. No major fireworks - but a very important maintenance release. 🔒

Improvements

Split Transactions: New function for splitting transactions - more flexibility for complex bookings. ✂️
Lexoffice import extended: Quotations can now also be imported from Lexoffice - a further step towards full integration.

Technical improvements

Persistent IDs in the database: IDs are now stored permanently - ensures more stable links and fewer synchronization errors. 🧱

Bug fixes

Security: Permissions error fixed - user rights work reliably again.
Insights drill-down: Categories are now displayed correctly for all user roles ✅

In short

Security, stability, structure - the motto of this update.
Or in short: 5.11.2 - small patch, big impact. 🛡️

Release 5.11.1 - A mini release for maximum peace of mind

📅 Published on September 23, 2025

Introduction

Sometimes all it takes is a small fix to bring peace and quiet back to the system. 😌
This mini update takes care of a critical access companion that crept in after 5.11.

Bug fixes

Access problem fixed: Several users were temporarily unable to access transaction and invoice lists - the error has been fixed, everything is running as usual again. ✅

In short

Quick intervention, clear effect.
Or in short: 5.11.1 - the digital door opener is back. 🚪✨

Release 5.11 - More overview, more security, more convenience

📅 Published on September 22, 2025

Introduction

5.11 is a really well-rounded release for the game. 🎯
We've added new integrations, made important improvements to export and matching - and polished off a few stumbling blocks from the last round. In short: COMMITLY now runs even smoother, smarter and safer.

Improvements & new functions

Excel export on steroids: Now all categories can be exported from the planning - including a clean format and a fix for long names.
Always on the screen: The deviation tab will always be displayed from now on - no more guesswork.
Weclapp & Billomat & sevDesk & lexoffice: New or extended imports for recurring invoices, quotes and templates. Everything automated, everything synchronized. 🔄
ZUGFeRD & activation: Integration with smart interface and stored company address for more clarity during setup.
Colors & Charts: New colors ensure better readability and clarity in diagrams.
Global search: Invoices are now sorted from new to old - as they should be.
Matching & planning: Improved filters, more stable page navigation and clearer behavior in the side panels.

Technical improvements

Analytics in the Admin: Key performance indicators can now be calculated directly in the Django Admin - for better transparency and debugging.
Intercom tracking: Color change in the theme is recorded as an event - for better user analysis and support.
MFA (multi-factor authentication): Activated and productive - an important step for more security. 🔐

Bug fixes / elimination of various bugs

Excel export: Problems with exporting categories and plans solved.
Transaction rules: Search fields and filters for categories work again - including display and design.
UI & layouts: Numerous minor UI corrections (buttons, toggles, spacing) implemented.
Matching & Filter: Basic functions for transaction and matching filters corrected.
Data imports: Missing categories for Banksapi imports fixed.
Admin function: Deleting consents now works as intended.
XML export: Special characters and spaces in counterparty names are handled correctly.

In short

5.11 brings stability and fine-tuning to the series - from planning and matching to export.
New integrations, more security and a little more color in everyday life. 🌈
Or in short: 5.11 - the update that makes everything fit together again. 🧩

Release 5.10.3 - Focus on search & stability

📅 Published on September 12, 2025

Introduction

Fast bug fix, clear focus. 🛠️
This release is small, but important - we have added a few critical issues right away to keep everything running smoothly.

Improvements

AR/AP search extended: The search now also finds invoice IDs - finally no more half hits. 🔍

Bug fixes

Date Picker: An urgent error in the date picker has been fixed. No more wrong days, no more gray hair.
FlatFile error: Import/Export is stable again.
Decimal validation: Correction of a rounding error in the transaction preview.

In short

A quick, targeted update - less chaos, more precision.
Or in short: 5.10.3 - bug hunted, bug tamed, let's move on. 🐛✨

Release 5.10.2 - Fast update for more stability

📅 Published on September 11, 2025

Introduction

A mini-release directly after 5.10.1 - because perfection sometimes needs two attempts 😉.

Bug fixes

Sentry error fixed: Minor system messages that occurred after the major update have been fixed. Stability: back to COMMITLY level. ✅

In short

Not a big deal - just a quick polish after a big release.
Or in short: 5.10.2 - we've given it another quick dusting. 🧽

Release 5.10.1 - Minor improvements after the major update

📅 Published on September 11, 2025

Introduction

Small, fine, efficient. 💨
After the major 5.10 update, we're continuing to tidy things up - with small but useful improvements and fixes.

Improvements

Bill add-on: Now live in production - for easier invoice handling.
Contract page: New, more logical position for faster access.
Search for amounts: Refined to better recognize roundings and small deviations.

Bug fixes

FlatFile error: Data imports run clean and stable again. ✅

In short

A mini release with maximum benefit: clean, stable, unagitated.
Or in short: 5.10.1 - the digital janitor was here. 🧹

Release 5.10 - A big update! Dark, dark, baby 😎

📅 Published on September 10, 2025

Introduction

Wow - this release has it all! 💥
Version 5.10 is not a small maintenance update, but a big step forward. We have rolled out new functions, modernized the technical foundation and polished dozens of areas. In short: a release that you can notice - and feel.

Improvements & new functions

Dark mode: The time has finally come - COMMITLY shines (or rather darkens) in a modern, eye-friendly dark mode. 🌙
Labels & Tags: Own page with new filter options in the approval process - organization and overview made easy.
Contract management: Separate contract page with tabs ensures clearer structures.
Table upgrade: Revised tables with fixed headers, better alignment and stable list position.
Account & matching improvements: Optimized panels and sorting - smarter, faster, more consistent.
Search & Insights: Approximate amount search, better drill-down charts and automatic slider positions in the planning area.
New role: The "Bills Assistant" helps teams to better separate tasks and organize approvals more efficiently.
Workflows with check: counterparties must be confirmed before payments - less risk, more control.
Usability tuning: spinners, better navigation, help pages in a new tab - lots of little things that together make all the difference. ✨

Technical improvements

Updated runtime environment: Migration to the latest Python version for greater stability, performance and future-proofing.
Clearly defined DOM structure: IDs for UI elements facilitate test automation and error analysis.
Rethinking widget components: Universal building blocks for more consistency and fewer code duplicates.
Approval tags: Improved tag logic in the approval process.
Banking integration: Live and ready for production - with clearer status displays and smarter behavior in the event of connection errors.

Bug fixes / elimination of various bugs

UI cleanup XXL: Dozens of small errors in tables, dialogs, buttons and panels fixed.
Comments & activities: Displays, links and synchronization are running smoothly again.
Language & format problems: Standardized number formats - regardless of the client.
System stability: Various Sentry errors eliminated, including 500s for bank interfaces.
Dark Mode fine-tuning: Buttons, contrasts and themes fine-tuned in detail.
Integrations & interfaces: AMEX and COMMITLY Bills connections optimized.
Invoice logic: Bills and invoices are created, updated and displayed correctly.

Improvements

Help page: The COMMITLY help page now opens automatically in a new tab - simpler, clearer, more user-friendly. 💡

Bug fixes

Bills activation: A critical error prevented Bills from being activated - fixed. Bill management is stable again. ✅

In short

A compact, quick update that gets everything up and running again.
Or in short: 5.9.5 - Bills back at the start, support right along with it. 🚀

Release 5.9.4 - Clean connections, clear processes

📅 Published on August 29, 2025

Introduction

Bank connections are the backbone of COMMITLY - and with 5.9.4 we've made sure they run perfectly again. 💪
This update eliminates duplicate connections, corrects sync errors and brings more stability to Stripe, PayPal & Co.

Improvements

BanksAPI synchronization: The sync process has been revised - more reliable, more transparent and more resource-efficient. ⚙️

Bug fixes / stability

Bank details:
Fixed a bug where connections remained after deleting the last account.
Duplicate connections are no longer created - everything remains unique.
Account assignment: 500 error when assigning accounts via BanksAPI fixed.
Stripe & PayPal:
Stripe payments are assigned correctly again.
PayPal synchronization stabilized - no more "Unknown error".
Performance: A Celery task loop has been mitigated - tasks now run at regular intervals instead of every five minutes. 🕒

In short

A technical release with a great effect: clear assignments, stable connections, quiet logs.
Or in short: 5.9.4 - everything connected, nothing duplicated. 🔗

Release 5.9.3 - Banks online again!

📅 Published on August 21, 2025

Introduction

Sometimes it looks worse than it is - all banks "offline"? Not anymore! 🏦⚡
This mini release fixes the connection display so that you can see what's really online.

Bug fixes

Bank status: An error caused all bank connections to be displayed as offline - fixed. The actual connection status is now displayed correctly again. ✅

In short

A small fix with big benefits: everything online, everything in the green.
Or in short: 5.9.3 - the banks are back online. 🌐

Release 5.9.2 - Automatic budgets & clean connections

📅 Published on August 20, 2025

Introduction

With 5.9.2, we are bringing more order to the system - for budgets, domains and bank details. 🧭
A solid technical release that automates background processes and eliminates duplicate accounts.

Improvements & new functions

Dynamic budgets:
New nightly Celery task automatically recalculates budgets as soon as a new month begins.
This means that scenarios are always up to date - without any manual intervention. 🌙💼

Technical improvements

Domain protection: Suspicious or unwanted domains are now automatically blocked to ensure system integrity. 🔒
Bank details:
Error analysis and rectification of duplicate or incorrect account connections.
Improved detection and clean-up of root cause problems in synchronization.

Bug fixes / stability

Sign-up page: Old text removed and updated - new users now see the correct information.
Budget recalculation: Problems with the nightly calculation fixed - the routine is stable again.

In short

Automated budgets, secure domains, stable bank connections - the foundations are solid again.
Or in short: 5.9.2 - cleanly planned, cleanly connected. 🧮✨

Release 5.9.1 - Better safe than sorry? Not with accounts.

📅 Published on August 18, 2025

Introduction

Sometimes we have to dig deep into the technology to make everything fit together again. 🧩
5.9.1 focuses on bank details and transaction details - two small but essential building blocks in everyday COMMITLY life.

Technical improvements

finAPI transaction details: Improved processing and stability when retrieving transaction data via finAPI. More reliability, fewer outliers. ⚙️

Bug fixes / stability

Double account assignment: An error led to double account assignment for bank connections - fixed. Now each connection remains unique. 🔗

In short

A technical mini-update that sorts out banking again.
Or in short: 5.9.1 - double-checked, simply stable. ✅

Release 5.9 - New integrations & more automation

📅 Published on August 14, 2025

Introduction

A major summer release with a lot under the hood. ☀️⚙️
Version 5.9 brings new integrations, more stable processes and automations that make everyday life with COMMITLY even smoother.

Improvements & new functions

Integration with banking (pre-private beta): First credit card integration is live - card activities can be viewed and assigned in COMMITLY. 💳
DATEV upload: Automatic mapping suggestions for IDs ensure faster workflows.
Bills & Invoices: PDF invoices are displayed correctly again.
E-mail confirmation for created invoices.
Planning & Forecasts: Forecast end dates can now be easily reset.
Planning diagrams show correct values and time periods.
Domain protection: New rules for blocking suspicious domains active. 🛡️
Site Search & Login: Trimmed search results for more precise hits and revised login/sign-up pages with a clearer structure.

Technical improvements

Automated tests: Extensive smoke tests and new CI/CD setups.
Improved test coverage with AutoTests for multiple scenarios.
Demo accounts: Stabilized - bank interfaces and test data load correctly again.
Multi-tenant handling: Better overview and management in the admin backend.
Console & Logging: Cleaned up to simplify error analysis and increase performance.

Bug fixes / stability

I/C budgets: Creation in affiliated companies works reliably again.
Amex transactions: Missing bookings are synchronized again.
Bank details:
Problems with duplicate or multiple assigned accounts eliminated.
Incorrect EBICS links corrected.
sevDesk: Unconnected items are no longer displayed incorrectly.
MOSS & Flatfile: Data export and import stable again.
Matching & planning: Numerous small UI and data corrections implemented.

In short

A release full of technical and functional improvements - with new banking, more stable processes and cleaner data.
Or in short: 5.9 - COMMITLY is smarter, more stable, stronger. 🚀

Release 5.8.17 - Order is a must

📅 Published on August 7, 2025

Introduction

This update is like a digital tidy-up on Friday lunchtime: done quickly, but with a big effect. 🧼 A few duplicate payments removed, a few buttons made to work again - and COMMITLY feels the way it should again: reliable, clear and stress-free.

Improvements & new functions

Small but nice:
Domains on the blocklist have been expanded - another step towards more security and less spam. 🛡️

Technical improvements

Categories can be deleted again - no more getting stuck in the administration.
Payments are no longer recorded twice when they are compared with invoices.
Bills can be assigned correctly again - the contra account tab now works as intended.

Bug fixes 🐛

Matching works precisely again, categories behave properly, and blocked domains stay where they belong.

In short ☕️

Version 5.8.17 is the digital equivalent of the "Reset" button: unnecessary duplications removed, processes cleared and the system breathes again.
A small update with a big impact - that's exactly how we like it. 🚀

Release 5.8.16 - Small bugs, big impact

📅 Published on July 31, 2025

Introduction

Sometimes it's the little things that make the biggest difference. This release is not a giant leap - more of a precise fine-tuning. But one that brings noticeable order to the system: contracts can be processed reliably again, bank details are more stable and CSV imports are finally doing what they should again.

Improvements & new functions

Bills get a little more sensitivity: the messages when marking as paid have been revised and are now clearer and more helpful. Small change, big aha effect. 💬

Technical improvements

Editing contracts works smoothly again - no more blocked side panels.
EBICS connections were checked and stabilized, especially for specific user cases.
Duplicate data is a thing of the past - problematic duplicates have been removed.
The CSV import now automatically triggers a recalculation - so figures and analyses remain up-to-date.

Bug fixes 🐞

We have fixed a few small but annoying bugs: Panels, connections, imports - everything is back where it belongs.

In short ☕️

Version 5.8.16 is like a good system reboot: unspectacular, but liberating.
Everything runs smoothly again - and that's sometimes the best kind of update. 🚀

Release 5.8.15 - More power for bills & planning

📅 Published on July 30, 2025

Introduction

Sometimes you don't need a big firework display of features - just clean processes, fewer clicks and the good feeling that everything is working as it should. This release is exactly that: a small, fine maintenance update with a big effect. 💪

Improvements & new functions

Bills management deluxe!
Bills can now be marked as paid or deleted in one go - perfect for anyone who likes to tidy up.
Admins and group managers can now activate add-ons themselves - more autonomy, fewer tickets.
Add-ons for approval policies can now be managed centrally.
The export of bills is more secure than ever - thanks to encrypted download including audit trail.
XML exports have been revised: Bills are now automatically grouped by due date in order to transmit payments in a more structured way.
And because we can: The Cash Burn widget no longer shows extra hints when the account is looking a little thin 😉.

Technical improvements

In the background, we have tidied up the rules a little:
Passwords with special characters (yes, even "?"!) now work smoothly.
Empty payment amounts in bills are automatically interpreted as 0 - no more guessing game.
Budgets in already fixed plans can no longer be edited (stability > chaos).
Transactions from the banking integration contain the correct counterparties again - so everything remains traceable.

Bug fixes 🐛

An error in the bill export with throttling has been fixed - exports are now running smoothly again.
A rare KeyError with bank details is history.
Bills in the approval process now reliably assign their approval policy again.

In short ☕️

Fewer clicks, clearer structures, more peace of mind in day-to-day business - that's 5.8.15.
In other words: we have smoothed out the foundations so that you can concentrate fully on managing your company - without any stumbling blocks in the system.

Stable, practical, COMMITLY. 🚀

Release 5.8.14 - EBICS via BANKSapi & more transparency in banking

📅 Published on July 28, 2025

Introduction

This release marks another milestone in COMMITLY's banking integration:
The EBICS connection via BANKSapi has now been implemented - an important step towards making professional corporate banking connections even more secure and flexible.

In addition, 5.8.14 brings more transparency to the management of bank accounts as well as targeted stability and UI improvements.
New functions & stories
EBICS via BANKSapi 🏦
COMMITLY now supports EBICS connections via BANKSapi.
This integration creates a standardized, future-proof solution for companies with professional bank access.
Basis for the further expansion of the COMMITLY Banking Engine.
Extended data in the admin area ⚙️
The Django Admin now displays extended information on the status of banks and accounts.
Better diagnostics and support options for complex multi-account setups.

Improvements & bug fixes

Banking & Synchronization
Fixed an error when calculating account limits.
Duplicate account assignments further reduced - especially after reconnects .
Correction for older transactions after reconnection via BANKSapi .
Improved WebSocket stability for BANKSapi communication.
ValidationError and OpenBanking problems from Sentry reports solved.
Usability & UI
Revised display for the Cash Burn widget when no data is available
Excel add-in no longer shows misleading warnings during installation

In short ☕️

COMMITLY 5.8.14 strengthens the banking architecture with the next big step:
EBICS via BANKSapi.
At the same time, account management, stability and transparency are further improved - particularly important for companies with complex financial structures.

5.8.14 - Banking intelligence, thinking ahead. 🚀

Release 5.8.12 - More stability for BANKSapi and EBICS

📅 Published on July 24, 2025

Introduction

With 5.8.12, the integration of the new BANKSapi interface has been further refined. The aim was to increase the reliability of bank reconciliation and improve the handling of exceptions such as aborted processes or empty connections. The update also contains minor bug fixes and optimizations in interaction with EBICS.

Improvements & technical stability

BANKSapi & EBICS 🏦
Empty bank details after a canceled connection process are now automatically cleaned up.
Import of older transactions via BANKSapi corrected - prevents duplicate or missing entries.
IBAN validation improved: Empty IBANs are no longer incorrectly recognized as duplicates.
Duplicate account assignments are reliably prevented.
EBICS connections checked and stabilized.
Bug fixes (Sentry Reports) ⚙️
Fixed several exceptions in connection with BANKSapi).
OpenBanking error fixed.
Further adjustments
Invitation e-mails now correctly contain the tenant's company name.
Improved error handling for transaction syncs
Forecast was extended until 2035 for certain users.

In short ☕️

Release 5.8.12 strengthens the foundation of the new banking integrations.
With more stable BANKSapi connections, clearer error messages and more precise validation, COMMITLY ensures a smoother user experience - especially when interacting with EBICS.

5.8.12 - Banking as it should be: stable, secure, reliable. ✅

Release 5.8.11 - More control for bills, better planning & stability

📅 Published on July 22, 2025

Introduction

This release clearly focuses on reliability and precision: invoices (bills), planning functions and synchronization have been specifically improved. At the same time, 5.8.11 ensures that users with basic and business subscriptions once again have full access to important approval functions.

Improvements & new functions

Bills & releases 💼
New and rejected bills are clearly displayed under a quick filter.
When creating an invoice, the expected date is automatically pre-filled - less manual input.
Processing of the paid amount is possible again.
Bills are filtered by widgets by default to improve the overview.
Users with Basic or Business subscriptions can perform Approve/Reject actions again.
Planning & forecasting 📊
Optimized recalculation of planning tables (incl. plan commit data).
Incorrect or duplicate plan values are automatically detected and corrected.
Bug fixes
Bills integration
Incorrect payment amounts after matching or marking as paid have been corrected.
Fixed rounding error when editing amounts.
Activities in the audit trail (e.g. when changing the name of bills) are now displayed correctly.
Search on the Bills page empties automatically after selecting a widget - intuitive operation.
Warnings for SEPA XML exports have been improved, especially for countries outside the SEPA area.
Bank & Sync 🏦
Fixed duplicate account assignments in the same company.
Problems with missing or not automatically assigned accounts solved.
Improved stability of sync processes (e.g. Lade.de).
UI & Usability
Links for the Microsoft Authenticator app updated.
Minor visual improvements, e.g. widget header formatting.

In short

With 5.8.11, COMMITLY is noticeably more stable and precise in the central areas of bills, planning and synchronization.
More automation, fewer errors, clearer processes - so Cash flow planning remains reliable and transparent.

5.8.11 - Stability meets precision. ✅

Release 5.8.10 - Launch of COMMITLY AI (Private Beta)

📅 Published on July 17, 2025

Introduction

Version 5.8.10 marks the start of a new phase in COMMITLY: the introduction of COMMITLY AI.
In a first private beta, an intelligent feature that automatically analyzes and summarizes financial data is released - an important step towards smart finance automation. 🤖

New functions
AI Summary (Private Beta) 🧠
COMMITLY AI creates automatic summaries of important financial developments.
The aim is for users to understand at a glance what is happening in their Cash position - without manual reports or analyses.
First beta phase for selected test customers only.

Technical adjustments

AI infrastructure
The previous test AI environment has been deactivated in order to focus resources entirely on the stable beta.
Basis for future AI features and the planned expansion into productive operation.

In short

A small release with a big impact: COMMITLY AI is here - initially in beta mode, but with the clear aim of making financial management smarter and more efficient.

5.8.10 - the beginning of a new era in COMMITLY. 🚀

Release 5.8.9 - Stability for rules, add-ons and bank details

📅 Published on July 16, 2025

Introduction

This release focuses on the heart of many workflows: Automation and reliability. With 5.8.9, rule assignments, bank connections and audit trails in particular have been optimized - for an even cleaner and more consistent user experience.

Improvements & new functions

Bills add-ons 🧩
With the new feature, add-ons for Bills can be managed directly. This simplifies administration and allows finer control of the additional functions.
Bug fixes & stability
Rules (Rules) ⚙️
Fixed a problem where not all transactions were mapped correctly.
Specific rule problems with individual users (e.g. coreo.de) have been corrected.
Audit trail 🧾
Inconsistencies in logging on DEV and PROD eliminated - changes are now fully and reliably documented.
Bank details 🏦
Fixed cases of duplicate account allocation in the same company.
Duplicate data records (e.g. due to migration or re-sync) are automatically recognized and corrected.

In short

A smaller but very effective update: more reliability for automations, cleaner data structures and expandable bills functionality.

Or in short: 5.8.9 - Precision in detail. ✅

Release 5.8.8 - More transparency in bills & user management

📅 Published on July 10, 2025

Introduction

Release 5.8.8 brings improvements that make everyday life easier: clearer authorizations, more meaningful bill information and fine-tuned processes relating to synchronization and forecasting.

Improvements & new functions

Bills 💰
Display of paid and open amounts directly in the bill overview.
Approval policy is now also displayed in the audit trail - full traceability of the approval steps.
New minimum size for uploads (100 KB) ensures stable processing and prevents incorrect uploads.
Roles & authorizations 🔒
Access to approval policies is specifically restricted for AR/AP Assistants and AR/AP Managers - clear responsibilities.
Mentions on restricted pages improved - better internal communication.
UI & Usability
New icon for "Open Items" for a more consistent user interface.

Technical & functional improvements

Forecast: planning horizon can now be extended to 2035 - more scope for long-term scenarios. 📈
Synchronization: Problems with groups with multiple companies (sync status) have been fixed.
Bills: Error fixed when updating - no more aborts during processing.
User interface: The "Change password" button is now visible on all tabs.
Minor corrections: typos removed, translations adjusted, budget buttons checked.
Security & data quality
Improved recovery of transactions (e.g. after migrations or sync problems).

In short

With 5.8.8, COMMITLY is getting a little smoother again: more stable workflows, clearer processes and cleaner data.
Or in short: more reliable. Clearer. Fit for the future. 🚀

Release 5.8.7 - More control in bills, flat file & group planning

📅 Published on July 8, 2025

Introduction

5.8.7 brings back structure and stability - to annual views, invoice processes and flat file uploads. 🧮
A release that particularly shines internally: more checks, fewer errors, clearer processes.

Improvements & new functions

Flatfile:
New validations for DATEV exports, invoice IDs and tags.
Back button added - easy navigation during import.
Additional checks ensure that incorrect data is not processed in the first place. 📂
Approval Policies: Now also with currency conversion - ideal for international teams. 🌍
Domain protection: Registration of fuasha.com blocked.

Technical improvements

Bills:
More detailed VAT information in the Audit Trail.
Improved handling when updating due dates.
Corrected checkbox behavior in the Bills overview.
Group planning: Synchronization status between multiple companies has been corrected - all companies now show the correct status.
BANKSapi migration: Duplicate data records are automatically recognized and cleaned up.

Bug fixes / stability

Year view: The display of the actuals has been fixed - no more incorrect diagrams.
Bill export: All files are exported again in full. ✅
Email delays & transaction gaps eliminated.
DATEV flat file: Improved type checking and field validation.

In short

A release for accuracy and reliability - with many small improvements that make the difference in everyday life.
Or in short: 5.8.7 - everything tested, everything included. 🔍

Release 5.8.6 - More overview in planning and invoices

📅 Published on July 2, 2025

Introduction

This release is all about clarity - in diagrams, tables and workflows. ✨
With 5.8.6, we ensure that planning data, invoices and emails are displayed as they should be - without duplicate lists or unexplained waiting times.

Improvements & new functions

Audit trail for bills: PDF exports now also contain invoice data and history - for greater transparency and traceability. 📄
Bills & Payments:
Spinner removed for manual invoice creation - smoother working.
Invoices are displayed directly when counterparties are created.
Labels in approval policies can be deactivated to make processes clearer.
SEPA-XML: Problems with forbidden characters have been fixed - payment exports now run without errors.
Bills integration: Improved management of user rights and workflows.

Technical improvements

Planning tables: Totals in group planning are calculated correctly again. 📊
Bills: Error when saving bills in draft status fixed.
UI optimization: Revision of the scenario side panel for better readability.
Cash Burn Widget: The shadow effect is back - small but nice visual improvement. 🌫️

Bug fixes / stability

E-mail notifications: Confirmation emails now arrive immediately, not days later.
Invoice view: Different invoice lists on different devices are a thing of the past.
Duplicate data records (e.g. during synchronization) are automatically detected and cleaned up.

In short

A release with a focus on overview, performance and reliability.
Or in short: 5.8.6 - clear figures, clear processes. ✅

Release 5.8.5 - Fine-tuning for banking and more transparency

📅 Published on June 30, 2025

Introduction

Sometimes it's the little things that have a big impact. 🧩
With 5.8.5, we have further refined our banking integrations and ensured that account balances, transactions and user rights work together perfectly again.

Improvements & new functions

EBICS: Banks that are activated but without transactions are now displayed correctly - more clarity in the banking area. 🏦
Bills: Open invoices are now also visible to regular users - for more transparency in the team. 👀

Technical improvements

Banking synchronization: discrepancies between finAPI account status and COMMITLY display have been fixed - bank status and app now show the same screen.
Transaction structure: Internal tree structures (tree_id, lft/rght) for transactions have been corrected to ensure clean data links. ⚙️

In short

A small but important release: banking data clear, authorizations clean, structures tidied up.
Or in short: 5.8.5 - everything in balance. ⚖️

Release 5.8.4 - More security, better control, fewer errors

📅 Published on June 26, 2025

Introduction

In 5.8.4, everything revolves around stability, data security and banking integrity. 🔒
We have further refined the interaction between BANKSapi, finAPI and payment processing - so that everything runs smoothly, even with large uploads or complex budgets.

Improvements & new functions

New document sources: Additional files can now be imported directly from GetMyInvoices - even more overview of all incoming invoices.
Cost centers from weclapp: Cost Types are now automatically imported as tags to make planning more granular.
Cash Burn Widget: Now shows the values based on available funds, not just posted transactions. 🔥
Extended validations:
Intercompany budgets receive additional checks.
Negative VAT amounts are now possible.
Sorting & Usability:
Invoices can be sorted by ID.
Expected due dates can be flexibly earlier than the actual due date.
Access control: Registration of suspicious domains (fxavaj.com, linacit.com) is blocked.
Zapier link updated - direct access to automations. ⚙️

Technical improvements

BANKSapi & finAPI:
Improved handling of credentials (incl. password strength validation).
Cleanup process for empty or incorrect bank details after broken links.
Zero values and status errors in BANKSapi communication fixed.
Background error correction: Several Sentry messages (IntegrityError, AttributeError, ValueError) have been corrected.

Bug fixes / stability

Payment error fixed: XML errors prevented invoices from being paid in individual cases - now solved. ✅
Invoice categories & uploads: After larger data imports, categories are assigned correctly again.
Removed duplicate activities on the start page.
Error in budget creation corrected.

In short

A robust update for clean connections, stable payments and less data chaos.
Or in short: 5.8.4 - safer, leaner, more stable. 🧱

Release 5.8.3 - New ways for interfaces & integrations

📅 Published on June 20, 2025

Introduction

Small but important steps for big connections. 🌐
With 5.8.3, we have modernized the integrations to lexoffice, Lexware and Zoho - so that everything continues to run smoothly and securely.

Improvements

lexoffice: Conversion to OAuth 2.1 completed - more security and stability for authentication. 🔒
Lexware: New endpoints implemented to support future API enhancements.
Zoho: Updated redirect URL ensures that connections work reliably again.

Bug fixes / stability

Export & Uploads:
The export of filtered invoice lists now works again with all filter options.
Individual upload problems (e.g. with certain users) have been fixed.
API & Synchronization:
Old API calls that no longer worked have been adapted.
Incorrect token expirations ("expires_int must be an int") corrected.
Duplicate data records are automatically recognized and prevented.

In short

A technical update with a lot of impact in the background - stable integrations, secure logins and less API stress.
Or in short: 5.8.3 - interfaces that deliver what they promise. 🤝

Release 5.8.2 - More control, more automation, fewer clicks

📅 Published on June 19, 2025

Introduction

With 5.8.2, we have further refined the invoice process in COMMITLY - from approvals and payments to synchronization with COMMITLY Bills. 💼
There is also a technical foundation update with Docker and extended logs - for more stability and insight behind the scenes.

Improvements & new functions

Bills & Payments:

Invoices can now be marked as paid directly from COMMITLY.
New method for rejecting bills ensures clearer processes in the approval flow.
Linking of invoices and bills - quick change between the views.
Improved UI & icons for a cleaner experience.

Bills integration:

New payment function for Austria. 🇦🇹
Automatic query of the counterparty list during sync.
New authorizations for COMMITLY Bills roles.

Further finishing touches:

Standardized IBAN formatting.
New validation for quantity fields in bills.
Discount field added to invoices.
Improved handling of OCR error status.

Technical improvements

Dockerization: COMMITLY now runs entirely in Docker containers - making deployments more stable, secure and faster. 🐳
Logging: Extended logging for drafts, canceled and paid invoices in Admin.
Performance & security: Various bug fixes in the backend, including for Bills data and daily balance evaluations.

Bug fixes / stability

Planning & budget view: Improved handling of the side panel.
Bills:
Delete function reactivated.
Calculation of totals for foreign currencies corrected.
Language of confirmation emails taken into account.
Miscellaneous: Errors in entries with Enter key and invalid database queries fixed.

In short

A major update for the details: better processes, clearer workflows and more technical power in the background.
Or in short: 5.8.2 - fewer clicks, more control. ✅

Release 5.8.1 - Fine-tuning after the big step

📅 Published on June 16, 2025

Introduction

After the major BANKSapi update, it's now time for the finishing touches. 🧩
Version 5.8.1 takes care of visual and technical details - to make charts clearer, processes more stable and bank connections more reliable.

Improvements

XML export: The revised export procedure has been further optimized to enable even more stable and faster outputs.

Technical improvements

Banking interfaces:
Improved XS2A data display - only relevant content information is displayed.
Various errors in the BankingAPI session and in asynchronous tasks corrected. ⚙️

Bug fixes / stability

Planning diagrams:
The future values ("Future Actuals") are now displayed correctly again.
Lines in the planning bar chart are visually different again - no more double display. 📊
Synchronization & integrations:
Individual sync problems (e.g. DKB, weclapp) have been checked and corrected.
Duplicate data records are automatically recognized and prevented.

In short

A maintenance release that strengthens the foundation: clear diagrams, clean bank data, stable connections.
Or in short: 5.8.1 - small patch, big impact. 💪

Release 5.8 - More banking power thanks to BANKSapi

📅 Published on June 12, 2025

Introduction

Secure, stable and even better connected - COMMITLY now has another strong banking partner on board with BANKSapi. 🏦
This puts us in the best possible position for the future: more robust connections, more reliable synchronization and the next step towards EBICS integration directly in COMMITLY.

Improvements & new functions

Integration with BANKSapi:
COMMITLY now supports BANKSapi as an additional banking service provider.
This means: more stable bank connections, faster synchronization and, in the long term, the basis for the EBICS interface directly in COMMITLY.
Notifications for multiple assignments: Users are now informed when an account has been assigned multiple times - clear notifications, less chaos.
Status overview for bank details: Missing status displays in the "Manage Your Accounts" area are now visible again.

Technical improvements

XML export revised: Optimized structure and higher compatibility.
Duplicate check for accounts: Prevents bank accounts from being assigned more than once.
Cookie Consent Banner: Revised to ensure data protection transparency.
Automatic release notes: COMMITLY now informs you directly about new versions - never miss an update again. 🔔

Bug fixes / stability

Sync problems with managers have been fixed - all roles can synchronize again without any problems.
Various minor errors in status processing and logging fixed.

In short

A release with substance: more security, more banking, more future.
Or in short: 5.8 - BANKSapi inside. Securely connected, better integrated. 🚀

Release 5.7.3 - Small corrections, big effect

📅 Published on June 06, 2025

Introduction

Sometimes it's the little things that make everyday working life trouble-free. 🔧
With 5.7.3, we have made adjustments in several areas - so that planning, searches and imports once again run as smoothly as you are used to from COMMITLY.

Improvements & new functions

This version does not focus on any new functions, but there is an important upgrade for roles & accesses:

New role: "Internal Reviewer Extended " - more transparency and extended review options for internal teams.

Technical improvements

Various registration logics have been tightened up: certain risky domains can now no longer be used for registration - a small security plus for everyone. 🔐

Bug fixes / elimination of errors

Planning & budgets:

The weekly export for Excel now shows historical data correctly again.
The monthly display when editing recurring budgets is now reliably correct.

System behavior & operation:

A bug where users were unexpectedly redirected to the company settings has been fixed.
The search also works correctly again for mapped transactions.
Opening the planning works as usual again.
Improved handling of XML exports and DATEV uploads.
Minor console and linking errors (e.g. in the contracts area) have been corrected.

Stability & data quality:

Incorrect API responses and mapping inconsistencies in the background have been corrected so that forecast and budget data can be processed cleanly again.

In short ☕️

A compact but effective release: fewer errors, more stable planning and clearer user guidance.
In other words: 5.7.3 makes COMMITLY quieter - in the best sense of the word. 🔇✨

Release 5.7.2 - Plan more stable, work faster

📅 Published on May 20, 2025

Introduction

This update is one of the quiet but important ones: We've sharpened it up, sped it up and cleared a few stumbling blocks out of the way. ✨
5.7.2 ensures that scheduling, uploads and integrations run smoothly again - without endless spinners or unexpected detours.

Improvements & new functions

Date logic for add-ons: A settlement date can now be selected in the Excel and Google add-ons - perfect timing for reports.
Clearer communication: Release e-mails now contain the company name so that responsibilities are more clearly visible.
Logo and connectivity checks: Logos, connections (e.g. Revolut) and import behavior have been revised to ensure correct display and stable synchronization.
Performance Boost: Improved processing speed for large data retrievals (over 20,000 transactions per retrieval, handling of 100,000+ transactions).

Technical improvements

This version contains various background optimizations to make integrations, API behaviour and internal data processing more stable.

Bug fixes / elimination of errors

Login & roles:

Access for AR/AP supervisors has been corrected - secure and reliable login.

Planning & scenarios:

Hanging spinners in drill-down views are a thing of the past.
Errors in connection with planning charts and new financial years have been corrected.

Integrations:

Improvements to banking interfaces, PayPal, sevDesk, weclapp and the deletion of transactions or entire clients.
Sync problems (including missing payment coverage, items not transferred) have been corrected.

Upload & data:

Corrections to the transaction upload, pivot tables and the display of imported data.

In short ☕️

A release that brings noticeable calm: more stable logins, fewer hangs, better integrations.
In short: 5.7.2 makes COMMITLY faster, more stable and clearer. 🚀

Release 5.7.1 - More overview & more stable workflows

📅 Published on May 19, 2025

Introduction

A small but fine release: We have made the planning clearer, stabilized integrations and removed a few stumbling blocks - so that COMMITLY runs even more smoothly. ✨

Improvements & new functions

Clearer planning view: Sub-totals in the planning sidebar have been revised and are now much easier to understand.
"Show all" link in planning: scenarios and plans can now be viewed more quickly and centrally.
Improved date entry: Validation for expected due dates has been optimized - fewer errors, better clarity.
MOCO integration can be used multiple times: Connections to MOCO can now be set up repeatedly.
Stripe note added: A helpful note on the secret key supports integration.
Open invoices immediately visible: Open invoices are now correctly filtered after forwarding.
New icon for open items: more modern, clearer and easier to recognize.
Duplicate check for Monite: Prevents multiple entries and ensures cleaner data.

Technical improvements

Improved logic and validations in several areas to make navigation, integrations and workflows smoother.

Bug fixes / stability

Freeze after Chargebee return fixed: The page no longer freezes after returning from the customer portal.
MOCO connection problem solved: A rare case in which a connection could not be re-established is working reliably again.

In short

A release that cleans up: clearer planning, more stable integrations and a smoother user experience.
In short: 5.7.1 - cleaner, more stable, faster. 🚀

Release 5.7.1 — Greater clarity, smoother processes

📅 Published on May 19, 2025

Introduction

Small release, noticeable effect. 🧩
Version 5.7.1 brings targeted refinements to planning, integrations, and user guidance—modest in scope, but effective in everyday use.

Improvements & new functions

Planning – Side panel overview: Subtotals in scenarios are displayed more clearly — improved readability for complex planning. 📊
Planning – "View all" navigation: Directly switch between scenarios and plans from the side panel — faster access with fewer clicks. 🔍
Date logic: Improved validation of the expected date in the date picker — more realistic planning without unexpected input errors. 📅
Integrations – MOCO: Multiple connections are now possible — more flexible handling when re-establishing links. 🔗
Integrations – Stripe: Clear note on secret key added — more security and fewer configuration questions. 🔒
Invoices & Open Items: After forwarding from the home page, unpaid invoices are filtered correctly — allowing you to focus on open items more quickly. 💼
UI update: New icon for "Open Items" — consistent look and better visual orientation. ✨
Integrations – Monite: Improved duplicate detection — clean data and less manual rework. 🧹

Bug fixes / stability

Billing & Navigation: A page freeze after returning from the customer portal has been fixed — switching back to COMMITLY now works smoothly again. ✅
Integrations: Connection problems during new setups have been eliminated — connections can once again be established and used reliably.

In short

A quiet refinement release with a focus on planning, integrations, and user guidance.
Or in short: 5.7.1 – more clearly planned, neatly connected. ✨

Release 5.7 — Invoices reimagined, processes clearly structured

📅 Published on May 15, 2025

Introduction

A major feature release with lots of substance. 🚀
With version 5.7, COMMITLY is launching a comprehensive new invoicing and approval logic—including new pages, smart workflows, and a deeply integrated payables connection. In short: more control, more automation, more overview.

Improvements & new functions

Invoices (Payables): New central invoice page for incoming invoices — clearly structured, easy to navigate, and ready for efficient workflows. 💼
Payables integration: Incoming invoices can be directly connected and synchronized—seamless transition between systems without media discontinuity. 🔗
Counterparties: Dedicated overview page for business partners — clean master data and better allocation in invoicing and payment processes. 🧾
Approval policies: New, flexible approval rules for invoices—more control and clear responsibilities within the team. ✅
Comments & activities: Comments and activity histories are visible directly on invoices — full transparency for every processing step. 💬
Notifications: Automatic emails for uploads and approvals—everyone involved stays informed without manual follow-ups. 📧
User management: Advanced user control for billing processes — clear roles, clear responsibilities. 👥
Invoice uploads: Webhook-supported invoice upload — more stable processing and faster further processing. ⚙️
Exports: Incoming invoices can be exported collectively as ZIP files — ideal for archiving and sharing. 📦
Payment files: Generation of XML files for payment processes — structured transfer to downstream systems. 🧩

Technical improvements

Integrations: Reduced external API calls during invoice synchronization — more efficient processes and better performance. ⚡
System communication: More stable synchronization for billing and status updates — consistent data without delays.
Automation: Enhanced background processes for uploads and approvals — greater reliability in day-to-day business.

Bug fixes / stability

Invoice filter: Filtering by invoice status checked and corrected — lists now show exactly what they should. ✅
Categories: Improved instructions for archiving categories — clearer feedback and less confusion.

In short

A feature-rich release focusing on invoices, approvals, and automation.
Or in short: 5.7 – Payables under control, processes in flow. 💼🚀

Release 5.6.3 — More stability, cleaner data, smoother operation

📅 Published on April 29, 2025

Introduction

A classic maintenance and stability release. 🛠️
Version 5.6.3 focuses on everyday reliability: more stable bank connections, clean data, and minor corrections in areas that are immediately noticeable when they are not correct.

Improvements & new functions

Add-ons: Google and Excel add-ons are now clearly displayed on the Add-ons page—more transparency about available extensions. 🧩
Exports: Counterparty IBAN is added to Excel transaction exports — more complete data for further processing and reports. 📊
Integrations: Improved search behavior in external information integrations — find the right results faster. 🔍

Technical improvements

Data consistency: Improved handling of duplicates, copying, and removal of transaction data — cleaner database in the system.
Banking stability: Bank connections have been checked and stabilized—more reliable synchronization even in critical cases.
Access & Security: Improvements to login and password handling — more stable access without unnecessary error messages. 🔐

Bug fixes / stability

Insights & Drill-down: When opening additional entries, the view no longer jumps to the top of the page — smoother working in detail views. ✅
Reports: Current months are displayed correctly in actuals reports again.
Browser compatibility: Access via Safari is working reliably again.
Tags & duplicates: Deleting tags and handling duplicate entries has been corrected — fewer inconsistencies in everyday use.

In short

A solid maintenance release for greater stability and clean data.
Or in short: 5.6.3 – less friction, more reliability. ✅

Release 5.6.2 — Planning fixed, exports more reliable

📅 Published on April 24, 2025

Introduction

Small, technical, but important. 🧩
Release 5.6.2 brings targeted corrections to planning, exports, and integrations—with a focus on data accuracy and stable workflows.

Improvements & new functions

Planning: Edit and delete icons for daily and weekly budgets are available again — full control over recurring budgets. 📅
Reports & Exports: File names and time periods for Forecast Excel exports have been corrected — clear files without guesswork. 📁
Notifications: Weekly emails are disabled by default for new companies — less noise, more focus. ✉️
Banking data: Accounts without names are given a neutral designation — more consistent display for bank imports. 🏦

Technical improvements

Error monitoring: Several internal error states have been fixed — more stable background processes.
Integrations: Connection issues with external systems have been analyzed and resolved — more reliable synchronization.
Planning tables: Improved logic when extending past months — consistent display across time periods.

Bug fixes / stability

Planning & Actuals: Current monthly values are displayed correctly in planning tables again. ✅
UI & Layout: Fixed display issues with individual widgets on integration pages.
Reports: Standard years and periods corrected in drop-down menus and exports — correct data at the first click.

In short

A technical correction release focusing on planning and data quality.
Or in short: 5.6.2 – figures are correct again, processes are running smoothly. 📊✅

Release 5.6.1 — More stable integrations, budgets reliable again

📅 Published on April 17, 2025

Introduction

A small interim release, but a big relief in everyday life. 🧩
With 5.6.1, we have ironed out important issues relating to integrations, budgets, and synchronization—so that COMMITLY runs smoothly again.

Improvements & new functions

Imports: DATEV import has been stabilized — more reliable data transfer without unexpected interruptions. 📄
Integrations: Improved connection to payment integrations — fewer hurdles during setup. 🔗

Technical improvements

Error handling: More robust processing for authentication and token processes — more stable connections in the background. 🔒

Bug fixes / stability

Budgets: An issue that was blocking work with budgets has been fixed—you can now create and edit plans as usual. ✅
Banking Sync (finAPI): Deleted transactions are correctly taken into account again after synchronization — consistent data without gaps. ✅
Integrations: Connection errors during setup have been fixed — integrations can now be reliably connected again. ✅

In short

A quick stability release for budgets, sync, and integrations.
Or in short: 5.6.1—fewer bugs, more flow. ✅

Release 5.6 — Greater clarity in Insights, improved planning, more stable workflows

📅 Published on April 16, 2025

Introduction

This release is a major overhaul—visible in the interface, noticeable in stability. 🚀
With 5.6, we are improving insights, planning, exports, and integrations in many areas at once—for clearer decisions and more reliable processes in day-to-day business.

Improvements & new functions

Insights – more orientation: Widgets and analyses are available more consistently — faster overview without having to "click correctly" first. 🔎
Insights – Drill-down & Actions: Split and matching actions are more easily accessible directly in detail views — fewer detours when working with individual bookings. 🧩
Insights – Deviations: Sort by deviations and more precise calculations — identify and prioritize anomalies faster. 📈
Planning – Excel export: Exporting plans and categories has been expanded and improved — better processing in Excel, clean formatting. 📊
Planning – Fiscal year logic: Planning can be more closely aligned with the individual fiscal year — suitable for companies with a different fiscal year. 🗓️
Planning – Group overview: Improved visualization and display in group planning — clearer lines and fewer "empty" months. 📉
Integrations – nightly synchronization: Automatic synchronization in the background — up-to-date data in the morning, without manual intervention. 🌙
Integrations – greater transparency: Notifications, status messages, and logging related to synchronizations have been improved—understand what happened more quickly. ✅
Team & Administration: Greater transparency regarding who has issued invitations or connected integrations — improved traceability within the team.
Security & Sign-up: Registration via conspicuous domains will be restricted and entries will be checked more thoroughly — providing greater protection against misuse. 🔒
Cash burn ratio: New metric for better classification of liquidity development — faster sense of pace and direction. 🔥

Technical improvements

Security updates: Components in the background have been updated—better protected and future-proofed. 🔐
Performance optimizations: Fewer unnecessary background queries and faster response times in key areas — noticeably smoother when handling larger amounts of data. ⚡
More stable system processes: Improved error monitoring and more robust processing for integrations and reports—fewer failures, smoother operation. 🧱

Bug fixes / stability

Search: Transaction search is working more reliably again — more stable hit lists without delays. ✅
UI details: Several minor display and usability issues have been fixed — fewer visual stumbling blocks in everyday use. ✅
Budgets & Forecast: Date logic and recalculations have been corrected — consistent figures even with changes in the past and future. ✅
Reports & Excel: Export logic improved (e.g., formatting, time periods, table structure) — results are clean and compatible again. ✅
Integrations: Improved stability and status indicators — fewer connection errors, clearer feedback when problems occur. ✅

In short

A major quality release for insights, planning, exports, and integrations.
In short: 5.6 – more overview, more stability, more speed. 🚀✅

Release 5.5.10 — More stable access & more reliable integrations

📅 Published on April 3, 2025

Introduction

A small maintenance release with a big impact on everyday life. 🧩
With 5.5.10, we have primarily smoothed out stability, access issues, and integrations—so that sync, imports, and permissions work reliably again.

Improvements & new functions

Roles & permissions: AR/AP roles can no longer unintentionally change categories — clear responsibilities and less risk within the team. 🔒
Preparation for upcoming features: Technical foundations laid for future data-based evaluations — so that new features can launch smoothly later on. ⚙️

Technical improvements

Integration stability: Improved error handling and monitoring in important sync flows — fewer dropouts during connections and imports. 🧱

Bug fixes / stability

DATEV import: Import processes have been stabilized — data is arriving reliably again. ✅
Synchronization: Cases with missing transactions after sync have been fixed — more consistent data in COMMITLY. ✅
Integrations: Connection issues (including with easybill and flat file uploads) have been fixed—connections are working more smoothly again. ✅
Data quality: Improved handling of duplicate entries — fewer "duplicates," more clarity. ✅

In short

A stability release for permissions, imports, and integrations—quiet but important.
Or in short: 5.5.10 – access is working, sync is running. ✅

Release 5.5.9 — Smoother planning, cleaner imports

📅 Published on April 26, 2025

Introduction

A polished release for anyone who plans and imports a lot. 🛠️
With 5.5.9, we have stabilized dynamic budgets, date logic, and import workflows—so planning remains smooth even in complex scenarios.

Improvements & new functions

Banking (finAPI): Improved filtering of supported banking interfaces — quickly identify what is actually available. 🏦
Pleo: Improved account import — easier to get started and more complete database. 💳
Flat file: Decimal separators are processed more robustly — less formatting stress during upload. 📄

Technical improvements

Performance & Efficiency: Reduced unnecessary repetition of background requests — faster, more stable background processes. ⚡

Bug fixes / stability

Dynamic budgets: Recalculations in past months corrected — figures remain consistent, even retroactively. ✅
Forecasts & Budgets: Deleting and editing in long forecasts is now more stable — fewer hang-ups in complex planning. ✅
Date logic: Improved expected date and date picker in planning and drill-down — less unexpected behavior with time periods. ✅
Imports & mapping: Calculation and update logic corrected after fast imports — evaluations remain reliable. ✅
Transactions: Missing transactions from Pleo/finAPI fixed in individual cases — data is now arriving in full again. ✅

In short

A planning and import update that brings calm to complex workflows.
Or in short: 5.5.9—less wobbling, more planning reliability. ✅

Release 5.5.8 — Greater clarity in matching, export, and team workflows

📅 Published on March 19, 2025

Introduction

Small but effective—especially for lists, exports, and team access. 🧩
Release 5.5.8 brings corrections to login, matching, and flat files – plus a few improvements that make everyday life noticeably easier.

Improvements & new functions

DATEV: DATEV button made visible to users — faster access without detours. 📤
finAPI: Transaction types can be adopted as tags — more structure for evaluations and rules. 🏷️

Technical improvements

Data processing: Improved stability for uploads and import routes — more robust processes for larger data volumes. 🧱

Bug fixes / stability

Login & Groups: An access issue when logging into groups has been fixed — team workflows are running reliably again. ✅
Split Transactions: Pagination corrected when splitting transactions — lists remain usable, even with many entries. ✅
Forecast PDF: Archived categories are no longer incorrectly displayed in the PDF — cleaner reports. ✅
Matching: Avoids mismatched suggestions for already matched transactions — less confusion, more precision. ✅
Flat file: Several issues related to uploading and processing have been fixed — import is stable again. ✅

In short

A fine-tuning release for access, matching, and reliable exports.
Or in short: 5.5.8 – cleanly matched, cleanly exported. ✅

Release 5.5.7 — More stable planning and reliable synchronization

📅 Published on February 27, 2025

Introduction

A classic stability release with a focus on planning and integrations. 🧩
Version 5.5.7 fixes stumbling blocks in sync, matching, and budgets—so data flows smoothly again and planning remains reliable.

Improvements & new functions

Integrations – lexoffice: Automatic synchronization after connecting has been improved — data is available faster and more reliably. 🔗
Matching: Links and assignments of transactions checked and stabilized — fewer manual corrections required. 🧩

Technical improvements

Synchronization: More robust processing of individual sync cases — fewer interruptions with larger amounts of data.
Error handling: Improved stability in early system processes — smoother user experience immediately after startup.

Bug fixes / stability

Planning: Issues with creating and updating plans have been resolved — forecasts can once again be used reliably. ✅
Budgets: Dynamic budgets stabilized — consistent calculations without unexpected jumps. ✅
Integrations: Upload and sync issues with individual connections fixed — data is now arriving in full again. ✅

In short

A solid maintenance release for planning, synchronization, and data consistency.
Or in short: 5.5.7 – stable planning, clean synchronization. ✅

Release 5.5.6 — Dynamic budgets refined

📅 Published on February 24, 2025

Introduction

Small in scope, targeted in effect. 🛠️
Release 5.5.6 focuses on dynamic budget logic and import reliability.

Improvements & new functions

Budgets & Scenarios: Further refinement of logic for dynamic budgets — more realistic progress in scenarios. 📊
Imports: DATEV and invoice imports checked and stabilized — less rework after uploading. 📄

Bug fixes / stability

Planning: Inconsistencies in dynamic budgets in scenarios fixed — figures remain traceable. ✅
Integrations: Individual import issues fixed — invoices and bookings are now being processed correctly again. ✅

In short

A targeted update for anyone who works intensively with budgets.
Or in short: 5.5.6 – dynamic budgets under control. 📈✅

Release 5.5.5 — More security in forecasts and integrations

📅 Published on February 11, 2025

Introduction

An important corrective release for planning, forecasts, and bank connections. 🧩
Version 5.5.5 addresses critical areas where errors are particularly damaging.

Improvements & new functions

Forecast & Planning: Improved protection against changes to forecasts — accidental overwriting is prevented. 🔐
Interfaces: More accurate storage of exchange rates — more precise calculations for foreign currencies. 💱

Technical improvements

Interface access: Advanced options for editing forecast data — more stable processes for external connections.
Data processing: Improved validations for complex planning operations.

Bug fixes / stability

Banking: Duplicates and connection issues with bank accounts resolved — cleaner database. ✅
Forecasts: Improved restoration and protection of forecast data — greater security for longer-term planning. ✅
UI & Navigation: Fixed pagination and display issues in transaction lists. ✅

In short

A security and stability release for planning and banking.
Or in short: 5.5.5 – forecasts protected, data stable. 🔒✅

Release 5.5.4 — Clearer data, calmer insights

📅 Published on February 5, 2025

Introduction

Fine-tuning for Insights, Sync, and API usage. 🧩
Release 5.5.4 ensures more reliable displays and more stable processes after connecting bank accounts.

Improvements & new functions

Interfaces: Transactions can be updated selectively — more flexible working with existing bookings. 🔄
Insights: Current sync times are displayed correctly — greater transparency regarding data status. 👀

Bug fixes / stability

Insights charts: Display issues in drill-down views fixed — numbers are now visualized correctly again. ✅
Integrations: Forwarding and access issues with bank details fixed — work without interruptions. ✅
Synchronization: Missing transactions in individual cases fixed — more complete database. ✅

In short

A quiet refinement release for Sync and Insights.
Or in short: 5.5.4 – Clear figures, stable views. 📊✅

Release 5.5.3 — Budgets stable again, imports more flexible

📅 Published on February 4, 2025

Introduction

A small interim release that provides immediate assistance in everyday use. 🧩
With 5.5.3, we have stabilized budget workflows, improved forecast updates after uploads, and made data import more flexible.

Improvements & new functions

Flat file import: Support for both import methods (classic and new platform) — more flexibility, less adjustment. 📥
Forecast update: Uploaded invoices are once again being incorporated into planning more reliably — more up-to-date figures without manual follow-up. 📈

Technical improvements

Stability optimizations: Improved processing in import and planning workflows — fewer interruptions in data-intensive workflows. 🧱

Bug fixes / stability

Budgets: A bug that prevented budgets from being created has been fixed—planning is working as usual again. ✅
Bank accounts: Improved handling of disconnected/interrupted connections — more stable access to synchronization data. ✅
Data maintenance: Cleanup and corrections for individual account/client data — clean conditions without side effects. ✅

In short

A quick stability release for budget creation, forecast updates, and import flexibility.
Or in short: 5.5.3 – fewer blockers, more planning. ✅

Release 5.5.2 — More robust uploads, more stable insights

📅 Published on February 3, 2025

Introduction

Fine-tuning in areas that are immediately noticeable: uploads, charts, and data consistency. 🛠️
With 5.5.2, we have stabilized import routes and made the display in Insights more reliable.

Improvements & new functions

Invoice upload: Expected date from uploads is transferred more consistently — better planning immediately after import. 📅

Technical improvements

More stable processing: More robust handling of special cases in accounts and transactions — fewer outliers in large data sets. 🧱

Bug fixes / stability

Flat file: Problems in the upload and processing stage have been fixed — imports are running smoothly again. ✅
Insights Outlook: Charts and displays corrected — values are now displayed consistently again. ✅
Transactions: Fixed errors in individual transaction cases — fewer unexpected crashes in everyday use. ✅

In short

A fine-tuning release for uploads, charts, and stability.
Or in short: 5.5.2 – imports cleanly, displays correctly. ✅

Release 5.5.1 — Categorization consistent again

📅 Published on February 2, 2025

Introduction

A quick patch right after the big release—because data consistency knows no compromise. 🧩
Release 5.5.1 fixes an important issue related to transaction assignments.

Bug fixes / stability

Transactions & Categories: An issue that caused transactions to lose their assignment after the update has been fixed — categories remain stably linked again. ✅
Data consistency: Improved protection against duplicate records — fewer duplicates, cleaner lists. ✅

In short

A quick fix for clean assignments after the update.
Or in short: 5.5.1 – categories remain intact. ✅

Release 5.5 — Faster matching, better exports, more control

📅 Published on February 1, 2025

Introduction

With version 5.5, COMMITLY gets a noticeable upgrade in search, matching, and performance. 🚀
This release brings smarter filters, better exports, and many improvements related to transactions, planning, and integrations—for more speed and clarity in your daily business.

Improvements & new functions

Matching by amount: Search and assignment now also work with reporting amounts and approximate values — faster matching, less manual work. 🔍
Autosplit for bookings: Transactions can be split more easily into net and tax portions — cleaner accounting in one step. ✂️
Transaction details: IBAN and other account details are more visible in detailed views — more context without detours. 👀
Exports: Filtered transactions and invoices can be exported selectively—exactly the data you need. 📤
Excel export: Improved flexible exports (including additional IDs) and tidy columns — more compatible and easier to process. 📊
Lists & Pagination: More choices for page sizes (e.g., 100/200 entries) — work more efficiently with large amounts of data. 📄
UI polish: Dialog boxes, side panels, and detail views have been smoothed out—less jumping, more calm when clicking. ✨
Security: Registration via certain email domains will be restricted — better protection against misuse. 🔒
Flatfile migration: Progress on the new import setup — a more stable foundation for modern uploads. 📥

Technical improvements

Performance: Search, company data, deal allocation, and other core processes have been accelerated—noticeably faster for larger tenants. ⚡
Stability & Monitoring: Improved error handling for integrations and API calls — fewer 500 errors, greater reliability. 🧱
System modernization: Internal foundations for improved testability and maintenance expanded — clean basis for upcoming releases. ⚙️

Bug fixes / stability

Planning & Charts: Planning diagrams and calculations have been corrected — more stable visualization and consistent values. ✅
Categories & Matching: Categories are correctly transferred again for partial matches — less rework. ✅
Integrations: Improved stability for syncs (including MOCO, easybill) — fewer interruptions in data flow. ✅
Transaction lists: Fixed several issues in bulk actions, tags, and detailed transactions — more reliable list processing. ✅
Billing & Access: Issues in the subscription/access logic have been resolved — more stable usage without surprises. ✅

In short

A major quality release for search, matching, exports, and performance.
Or in short: 5.5 – find faster, assign cleanly, export better. 🚀✅

Release 5.4.6 — Cleaner data, more stable processes

📅 Published on January 14, 2025

Introduction

Small release, big impact in the background. 🧩
With 5.4.6, we have further improved data quality and stability—including more reliable uploads and more robust checks in assignment.

Improvements & new functions

Account assignment: Validations have been expanded — fewer misassignments, more security when working with accounts. ✅

Technical improvements

Data maintenance: Background data has been cleaned up and tidied—ensuring more stable system performance and less legacy baggage. 🧱

Bug fixes / stability

Branding: Logo uploads are working reliably again—no more interruptions during uploading. ✅
Synchronization: Status displays and individual sync events have been stabilized — less confusion, more reliability. ✅
Imports: Budget imports via Google Sheets are running more consistently again — planning remains up to date. ✅

In short

A maintenance release for data quality, uploads, and more stable assignments.
Or in short: 5.4.6 – tidy, tested, reliable. ✅

Release 5.4.5 — More stability in planning and integrations

📅 Published on January 7, 2025

Introduction

Quiet but important: 5.4.5 brings refinements to areas that are immediately noticeable in everyday use. 🛠️
The focus is on more stable planning processes, better filter logic, and more reliable integrations.

Improvements & new functions

Integrations: Multiple connections to external tools are now possible — more flexibility with reconnects and setups. 🔗
Activities & comments: Presentation and text logic have been refined — clearer communication in context. 💬

Technical improvements

User feedback: Improved integration of product information — more relevant without being disruptive.

Bug fixes / stability

Planning: Empty plans can be created correctly again — no more blockers at startup. ✅
Transactions: Deallocation and filter behavior have been stabilized — processing is running reliably again. ✅
UI details: Fixes to charts and date formats — fewer visual stumbling blocks. ✅
API workflows: Recurring elements are stored more consistently via interfaces — more stable automations. ✅

In short

A fine-tuning release for planning, filters, and integrations.
Or in short: 5.4.5 – fewer hiccups, more flow. ✅

Release 5.4.4 — Improved measurability, more stable account status

📅 Published on December 30, 2024

Introduction

A small update at the end of the year – with a focus on stability and better insights. 🎛️
Release 5.4.4 strengthens monitoring and data consistency for accounts and transactions.

Technical improvements

Analysis & Tracking: System components for measuring usage have been updated — better data basis for product improvements. 📈
Banking status: Accounts without a clear status are processed more robustly — more reliable display and fewer outliers. 🧱

Bug fixes / stability

Data consistency: Individual transactions and contracts have been corrected—so that lists and evaluations are accurate again. ✅

In short

A technical update for more stable displays and better system insights.
Or in short: 5.4.4 – clearer measurements, more stable displays. ✅

Release 5.4.3 — Matching suggestions become more accurate

📅 Published on December 26, 2024

Introduction

Small release, noticeable when assigning. 🧩
With 5.4.3, we've made matching suggestions smarter and stabilized integration setups.

Improvements & new functions

Matching: Important keywords are given greater consideration — more relevant suggestions and faster matching. 🔍

Bug fixes / stability

Integrations: Connection issues with individual connections have been resolved — setups are running more reliably again. ✅
Matching quality: Suspicious suggestions were reviewed and corrected — fewer "off-target hits." ✅

In short

A fine-tuning release for better matching results and more stable integrations.
In short: 5.4.3—smarter suggestions, less rework. ✅

Release 5.4.2 — More secure comments, more consistent categories

📅 Published on December 23, 2024

Introduction

Tidied things up again just before the holidays. 🧼
5.4.2 improves reliability for comments, activities, and categories—for smooth team collaboration.

Improvements & new functions

Activities: Changes made by different roles are recorded more consistently — better traceability throughout the process. 🧾

Bug fixes / stability

Categories: Incorrect category assignments have been corrected — evaluations remain consistent. ✅
Comments: Comments reliably end up in the right context again — no confusion between areas. ✅

In short

A minor quality update for team workflows and data consistency.
Or in short: 5.4.2 – clearly commented, clearly categorized. ✅

Release 5.4.1 — More stable exports, smoother budgets & UI

📅 Published on December 18, 2024

Introduction

A technical maintenance release focusing on everyday issues. 🧰
With 5.4.1, exports run more reliably, budgets are more stable, and the interface is smoother in many areas.

Improvements & new functions

Invoice lists: New filter for complete invoice overviews — faster overview without detours. 🔎
Team communication: Mentions can be used more widely — collaboration becomes easier. 💬
Activities: Creation and updates are displayed more precisely in the timeline — more transparency, less guesswork. 🧾

Bug fixes / stability

Exports: Filtered invoice exports are working stably again — results match the filters set. ✅
Synchronization: Missing transactions in individual cases fixed — database now complete again. ✅
Budgets: Several issues with budget workflows have been fixed — planning is running reliably again. ✅
UI & Navigation: Minor display and loading issues resolved — fewer glitches when switching between areas. ✅

In short

A maintenance release for exports, budgets, and a more polished user experience.
Or in short: 5.4.1 – exports cleanly, plans stably. ✅

Release 5.4 — More collaboration, better exports, smoother workflow

📅 Published on December 11, 2024

Introduction

A major quality release with lots of fine-tuning—and a few real highlights. 🚀
With version 5.4, COMMITLY is noticeably more polished: better team collaboration, more flexible filters and exports, and more stable integrations – so you can get from data to decisions faster.

Improvements & new functions

Team communication: Mentions via email have been introduced (DE/EN) — Team members are informed directly, ensuring nothing gets lost. 💬📧
Activities & History: Activities have been expanded and differentiated (e.g., creation vs. update) — more transparency about who did what and when. 🧾
Home & Status: Dashboard and status views have been merged and tidied up — quick overview right from the start. 🏠
AR/AP Overview: New filter for invoices — find open items faster and work more efficiently. 🔎
Transactions – Filter: Filter for "without tags" and additional category filters in mapped/unmapped lists — more control in large data sets. 🏷️
Exports – more context: IBAN/alias and category IDs can be included in Excel exports — better further processing and cleaner evaluations. 📊
Budgets – greater clarity: Budget types are displayed more clearly and validated more effectively — fewer surprises when planning. 📅
Planning – Charts: Planning charts have been enhanced (zoom/usability) — analyze faster without losing sight of the big picture. 📈
Integrations – more reliable: Improvements to Stripe, easybill, sevDesk, weclapp, Zoho Books, and PayPal — more stable syncs and better data quality. 🔗
Data quality: Duplicates and error-prone special cases in imports have been reduced — cleaner lists, less rework. 🧼
Security: Registration via certain email domains will be restricted — additional protection against misuse. 🔒

Technical improvements

Performance: Unnecessary transaction queries reduced and background processes optimized — noticeably smoother, even with large amounts of data. ⚡
Security update: Components with potential vulnerabilities have been updated — better secured during operation. 🔐
More stable automation: Nightly processes have been reorganized and made more robust—more reliable updates without manual intervention. 🌙

Bug fixes / stability

Planning & Side Panel: Alignment and display of invoices in the planning side panel corrected — less "jumping," more clarity. ✅
Reporting: Upload issues (including authorization errors) have been resolved — reports can now be edited reliably again. ✅
Banking & Limits: Fixed errors when working with online bank accounts and limits — more stable workflows for bank data. ✅
Budgets: Fixed several budget issues (creation, spinner, validation, time period) — planning is running smoothly and reliably again. ✅
Integrations: Improved handling of multiple Stripe connections and data errors during sync and mapping—fewer interruptions in data flow. ✅
UI refinement: Harmonized widths, header designs, and side panels — more consistent user experience overall. ✅

In short

A major release for collaboration, exports, filters, and more stable integrations.
In short: 5.4—more overview, more teamwork, more flow. 🚀✅