Modulr can send notifications via email alerting you to certain activity on your accounts such as when funds are paid in or your balance drops below a certain amount you define.
Only users with Admin or Admin+Approver roles can manage notifications for your accounts. Other users can only view which notifications are on or off.
A summary of the email notifications available from the Modulr Portal
| Notification name | Description | When sent |
|---|---|---|
| Payment summary | Summary of Pending Payments across all accounts | Sent each morning at 9am if accounts have items pending Sent day before future dated payments are due to send Sent day before payments that are due to expire |
| Approvals | Summary of payments and beneficiaries that require approval | Whenever there are approvals outstanding. Sent at 9am each day NOTE: Automatically sent – only sent to users with any "+Approver" role (View+Approver, User+Approver, Admin+Approver), and is not configurable in the Modulr Portal. |
| Pay in | Receive a notification when a payment above a user-defined amount is received into an account | Sent when an account receives a pay-in above the user-defined amount |
| Balance below | Receive an email when a balance falls below a user-defined amount | Sent when an account’s balance falls below the user-defined amount |
| Balance above | Receive an email when a balance goes above a user-defined amount | Sent when an account’s balance goes above the user-defined amount |
| Scheduled balance alert | Receive an email containing account balances on user-selected day(s) | Scheduled by user |
| Statement | Receive an email when a new statement is downloadable | Sent when a statement is available at the beginning of each month. |
| Authorisations Window Report (Virtual Card / Travel users) | Receive a daily email containing your authorisation window report | Daily at 9am |