Possible reasons for issues in the set up process include:
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Bank Account linking issues:
- When setting up Plaid, all permissions were not given to Plaid.
- Your linked bank account must be under the the legal name as listed on your Kikoff account. This requirement may be stricter than for other Kikoff features, so previously linked Bank Accounts may not support Bill Reporting if they are under a different owner's name.
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Bill detection issues:
- It may take up to an hour or two for our system to fully process your bank transactions. You will receive an email and/or app notification once transactions are processed and bills are detected.
- The service provider is spelled differently from how it is reported on your bank statement, please verify name of service provider on your bank statement.
- The service provider is paid with a different bank than the one connected to Kikoff through Plaid.
- The service provider has not been paid within the last three months
If issues with setting up Bill Reporting persist, please visit support.kikoff.com or call us at (844) 741-9275, between the hours of 4am-7pm PST, 7 days a week.