- Modulr User Guides
- Using the Modulr Portal
- Managing Beneficiaries
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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
Deleting Beneficiaries
You can remove any Beneficiaries that are no longer required in a few simple steps.
- Select ‘Beneficiaries’ in the side menu
- Select the checkbox on the left of the row of the Beneficiary you want to delete
- Select the red trash icon that appears above the table
- Confirm you want to delete the beneficiary in the pop up that appears (or you can cancel – don’t forget to de-select the checkbox)
- The beneficiary will no longer appear in the table.