- Modulr User Guides
- Using the Modulr Portal
- Payment Rules
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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 Payees
- 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 Accounts Payable
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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
Editing or Deactivating a Payment Rule
Learn how to change the settings or stop previously set up payment rules from running.
Editing a payment rule's settings
Once a Rule has been set up, you can easily edit its settings from the 'Rules on this account' screen
- Navigate to the Account that the rule you want to edit is on
- Select 'Account options' and choose 'Rules on this account'
- Select the Rule you want to edit from the list
- The Rule's settings screen opens – make any changes you wish and select 'Save changes'
- The updated Rule summary can be viewed in the 'Rules on this account' screen
Deactivating a payment rule
Once a Rule has been set up, you can easily deactivate it if you need to in the 'Rules on this account' screen – the Rule will no longer run once it's deleted.
- Navigate to the Account that the rule you want to deactivate is on
- Select 'Account options' and choose 'Rules on this account'
- Select the checkbox on the left of the Rule you want to deactivate
- Select the red bin icon in the top right
- Select 'Delete' from the popover box
- The Rule will deactivated and removed from the 'Rules on this account' screen.