Getting started
Who is Kick for?What’s included?What’s next?Onboarding and Setup
1. Welcome!2. Personalization3. Real-time P&L4. Receipt matching5. Deadlines6. BillingFAQs
How to use KickReportingYour AccountGetting started (v1)
Getting StartedSetupExtra page templates
SetupBlocksDocumentationDesign SystemYou can add a receipt to any transaction, and Kick also helps you stay on track with IRS receipt management best practices. We’ll flag specific transactions for which the IRS wants you to hang onto a receipt- this will appear as an Action Item in your Activity feed. You can easily upload your receipt to the corresponding transaction in your Kick account. You can email or text photos of your receipts to us, and we’ll automatically match them to your transactions. Or, you can use the “Upload receipt” field in the transaction detail box. Simply drag & drop or find a file on your computer.
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