Connect to your Bank Account using Plaid
1. Log in to your PaymentReport profile.
2. Select Click Here to Verify Your Payment on the Dashboard.
3. Select the Lease record you want to verify.
4. Select Continue.
5. Select Bank Verification.
Note: If you have not entered your payment information, you will be prompted to enter your billing information.
6. Select Continue when prompted with the Plaid welcome screen.
7. Select your bank.
8. Enter your bank login information and select Submit.
9. Complete any verification steps required by your bank.
10. Select Continue when the Plaid connection has completed.
11. When you are returned to the Verification Wizard, 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.
12. Please use the Bank Transactions section to select the matching records. Please use the Filter icon 
to adjust the records displayed, which by default are limited to records matching the Lease Rent Amount.
Related Links:
Related Articles
How to Refresh Bank Account Data with Plaid
1. Log in to your PaymentReport profile. 2. Select Click Here to Verify Your Payment on the Dashboard. 3. Select the Lease record you want to verify. 4. Select Continue. 5. Select Bank Verification. 6. Select the Refresh button in the Bank ...How to Change to a Different Bank Account
Note: You may only connect to three bank profiles per month but refresh unlimited times during the month. 1. Log in to your PaymentReport profile. 2. Select Click Here to Verify Your Payment on the Dashboard. 3. Select the Lease record you want to ...What if I don't have a bank account?
Our Bank Verification option is the best way to verify your past and future payments. If you do not have a bank account, we recommend the following options: Option #1 - Open an account through Chime® - Put cash in your account. - Pay rent through ...How do I use the Verification Wizard to verify past payments?
Note: You may use both the Bank Verification and Proof of Payment Upload options to verify your full lease history. Verify as many payments with the Bank Verification option as that is the quickest way to verify payments. For any payments you ...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: Please use the Verification wizard to verify your payments: How do I use the Verification Wizard to verify past ...