Modulr User Guides
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Getting Started
Modulr Overview
Businesses
Delegates/Accountants
Portal Setup and Authenticating Access
Authy Multi-Factor Authentication
Using Modulr with Connected Software
Getting Started with Xero
Making payments with Xero
Getting Started with BrightPay
Getting Started with Thesaurus
Getting Started with Sage
Getting Started with Iris
Getting Started with Staffology
Using the Modulr Portal
Security and Access
Users
Access Groups
Delegates
Delegate Dashboard
Adding Funds
Managing Beneficiaries
Viewing accounts and transactions
Managing Accounts
Making Payments from the Portal
Pending Payments
Payment Approvals
Payment file upload
Payment Rules
Reports – Transactions and User Activity
Email notifications
Using the Modulr Approvals App
Using Payment File Upload with Modulr
Using Virtual Cards and the Travel sector
Modulr and Virtual Cards
Manging Virtual Cards
Reports
Using Modulr as a Partner
Partner Portal overview
Creating Customers
Cards (for Partners)
Viewing Virtual and Physical Cards
Creating Cards
Cards API
Modulr Developer
Customer Support
Browse our guides and resources to learn about how to use Modulr’s features
Getting Started
Signing up and Setting up the Modulr Portal
Using Modulr with Connected Software
Use Modulr to make payments via popular accounting & payroll software such as Sage, Xero and more
Using the Modulr Portal
Help, Guides & How to use the Modulr Portal features
Using the Modulr Approvals App
Setting up the app and making payment approvals on the move
Using Payment File Upload with Modulr
Upload multiple payments from compatible file formats
Using Virtual Cards and the Travel sector
Creating and managing Virtual Cards and Reporting
Using Modulr as a Partner
Creating Customers, managing Cards and other Partner-specific features
Modulr Developer
Using our API, Technical Guidance and Access to Sandbox
Customer Support
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