Connect to your Bank Account using Plaid
1. Log in to your PaymentReport profile.
2. Go to Settings.
3. Select the Connect to Your Bank button.
Note: If the Connect to your Bank button is not visible, please refresh the page if you recently added a Monthly Lease record. If you do not have a Monthly Lease added, you will not be able to use the Bank Verification option for Flat-Fee Lease records.
4. Select Continue when prompted with the Plaid welcome screen.
5. Select your bank.
6. Enter your bank login information and select Submit.
7. Complete any verification steps required by your bank.
8. Select Continue when the Plaid connection has completed.
9. When you are returned to the Settings page, select Import Transactions to import your bank data.
Note: It may take a few minutes for Plaid to import your full transaction history. Initially, only the past 30 days may be available and after a few minutes the rest of your history should be available.
10. You may now go to the Dashboard to select Verify Payments to verify any Unverified Payment records.
Related Articles
How to Refresh Bank Account Data with Plaid
1. Log in to your PaymentReport profile. 2. Go to Settings. 3. Select the Refresh button within the Bank Verification section. 4. You may also select the Refresh button in the Payments section. If there are no Unverified Payment records, the ...How to Change to a Different Bank Account
Note: You may only connect to one bank profile per month but refresh unlimited times during the month. For example, if you have a profile with Wells Fargo you cannot connect to Bank of America in the same month. You would need to verify the ...As a tenant, may I update a Payment record to Paid/Received?
Yes, there are multiple payment verification options depending on the type of Lease record you added to the system. Monthly Lease: Note: The use of bank data to verify payments is not available for Flat-Fee Lease records. Please follow these steps ...What are the fees for the Monthly Plan Pricing Option?
Set-Up Fee: $0 Ongoing Reporting: $2.95/month Past Reporting: $0.50/month Additional Roommates or Spouse: Free* *If roommate or spouse submits payments through a separate bank account, a separate Monthly Plan would ...Why are the payment records not available to verify?
If the payment records for a lease have not been created, in order for the property manager/landlord to verify, this indicates the verification process has not been completed by the property manager/landlord or the review process is in progress for ...