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 to update a Payment record to Paid/Received using your bank data:
1. Log in to your PaymentReport profile.
2. If you have not connected your bank account to your profile, please see the "Connect to your Bank Account Using Plaid" article below.
3. Go to Settings.
4. Select Refresh to refresh your bank account transaction history.
5. Go to the Dashboard.
6. Select the Payment Tile, such as Past Due, Due Within 30 Days, on the Dashboard.
7. Select the
View icon

for the unverified payment.
8. In the Bank Transactions section, select the matching bank account transaction that verifies the payment.
Note: The system will display transactions within 15 days of the Due Date of the Payment record. If necessary, select All Dates to view additional bank transaction history.
9. If you submitted multiple transactions, select each transaction.
10. Select the Match Transaction button to verify the payment.
Note: The Match Transaction option will only appear when the selected transactions equal the Amount Due value listed in the Payment record.
11. Select Payments to view any additional Unverified Payment records.
12. If you match the wrong payment, you may select Unmatch Payment to unmatch the record:
If your landlord/property manager has selected the "self-report" option for your lease record then you may mark pending payment records as Received.
Please follow these steps to update a Payment record to Paid/Received, if permitted by the lease:
1. Log in to your PaymentReport profile.
2. Select Payments from the main menu or on the Dashboard select the Past Due, Due Today, or Due Within 30 Days link in the "You have unverified payments" section to be taken directly to a list of unverified payments.
3. Unverified payments will have a
False icon

in the Verification column.
4. Select the
View icon

for the unverified payment.
5. There are two options for marking a payment received/verified:
- Receive Payment (Quick) - This allows you to select the Received Date and mark the full payment amount received.
- Receive Payment (Manual) - This allows you to enter a partial amount received, enter a memo, and select the tenant that submitted the payment if you need to enter additional details.
6. Select either the
Quick icon

in the Applied Payments section or the
Receive Payment button

in the top-right of the window for the
Manual option.
7. Enter the payment details on either the Quick or Manual screen.
8. Select Confirm to verify the payment.