- 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
Adding More Accounts
Add as many accounts as you need, each one will have its own sort code and account number.
Adding a new account
- Select Accounts in the side menu. Select ‘Add new account’.
- Complete the short form – options here may differ depending on the kind of account products you have access to.
- You can give your account an optional alias – a nickname – here if you like.
- Select ‘Add new account’ to finish.
- Your new account will appear in the list with the others.