Modulr User Guides
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Getting Started
Getting Started
Modulr Overview
Businesses
Delegates/Accountants
Portal Setup and Authenticating Access
Authy Multi-Factor Authentication
Using Modulr with Connected Software
Getting Started with Xero
Making payments with Xero
Getting Started with BrightPay
Getting Started with Thesaurus
Getting Started with Sage
Getting Started with Iris
Getting Started with Staffology
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
Using the Modulr Approvals App
Using Payment File Upload with Modulr
Using Virtual Cards and the Travel sector
Modulr and Virtual Cards
Manging Virtual Cards
Reports
Using Modulr as a Partner
Partner Portal overview
Creating Customers
Cards (for Partners)
Viewing Virtual and Physical Cards
Creating Cards
Cards API
Modulr Developer
Customer Support
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Modulr User Guides
Getting Started
Getting Started
Modulr Overview
Businesses
Delegates/Accountants
Portal Setup and Authenticating Access
Authy Multi-Factor Authentication
Using Modulr with Connected Software
Getting Started with Xero
Making payments with Xero
Getting Started with BrightPay
Getting Started with Thesaurus
Getting Started with Sage
Getting Started with Iris
Getting Started with Staffology
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
Using the Modulr Approvals App
Using Payment File Upload with Modulr
Using Virtual Cards and the Travel sector
Modulr and Virtual Cards
Manging Virtual Cards
Reports
Using Modulr as a Partner
Partner Portal overview
Creating Customers
Cards (for Partners)
Viewing Virtual and Physical Cards
Creating Cards
Cards API
Modulr Developer
Customer Support
Getting Started
Signing up and Setting up the Modulr Portal
Modulr Overview
How it Works
Security
Modulr Portal Setup Types
Businesses
Signing Up to Use Modulr
How to sign up with Sage
Information we ask for at signup
Completing an application invitation from your Delegate
ID verification for shareholders
See more
Delegates/Accountants
Signing up as a Delegate/Accountant
How to Add Your Clients
Portal Setup and Authenticating Access
Setting up Portal access and Twilio Authy
What do I do when Authy is required?
When to use Authy MFA
Authy Multi-Factor Authentication
Email Verification – Authy Alternative
Authy Desktop App migration