- Modulr User Guides
- Using the Modulr Portal
- Managing Accounts
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Getting Started
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Using Modulr with Connected Software
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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
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Using the Modulr Approvals App
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Using Payment File Upload with Modulr
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Using Virtual Cards and the Travel sector
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Using Modulr as a Partner
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Modulr Developer
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Customer Support
Account Statements
Download monthly account statements from the account view as they become ready.
Tip
Turn on Statement notifications in Notifications in the side menu to receive an email each time a statement is ready on an account.
How to download a statement
- Navigate to the account you want a statement of.
- Select the ‘Account Options’ button next to the account name at the top.
- Select ‘Download Statements’ from the list that appears.
- You'll see a window displaying all your available statements for that account.
- Download by selecting the download icon on the right
