Exporting your payments from BrightPay to be approved and sent from Modulr just takes a few simple steps.
Once you’ve set up your access to the Modulr Portal and are successfully signed in, you’re ready to set up and export payments from BrightPay to approve and send in Modulr.
A brief summary of the process:
- Before you set up payments in BrightPay, make sure you are able to sign in to the Modulr Portal after setting up your access
- In BrightPay, set up employees and the payroll as you normally would
- From the ‘Pay’ menu in BrightPay, select ‘Modulr’
- Select 'Continue' on the next screen.
- Next, enter your Modulr username and password in the fields provided.
Delegates – use your Modulr credentials here, not your client's. Next, select 'Sign in to Modulr'. You'll only need to do this the first time you make payments.
- You'll now be asked to authenticate your Modulr account using Authy. To do so, you will need to have installed and registered Authy on your mobile device. Simply follow the instructions on your phone when you receive the message from Authy:
7. Once signed in, a list of customers linked to your Modulr account will now be made available for selection.
Please note: Delegates/Bureau users will require the necessary permissions to send a payment request on behalf of clients.
Simply select the applicable customer making the payment from the drop-down menu:
Employees whose payment method has been set to credit transfer will now be displayed for review.
• Pay from Account - select the account you wish to make payment from using the drop-down menu
• Payment Date - select the payment date required
• Payee - review the list of payees for payment and de-select any who you wish to exclude from the payment run
• Sort Code & Account number - ensure the correct bank details are entered for each applicable employee
Please note:
Bank details which have been entered on the employee's record will be displayed by default.
• Reference - enter a reference for the payment, if desired
Please note
Where you would like to use the same reference for each employee, this can be entered once and quickly copied to all other employees by clicking the spanner symbol which will appear to the right of the reference field.
In addition, payment references must consist of at least 6 alphanumeric characters that are not all the same. Total of all characters must also be less than 18. Optional, uncounted characters include space, hyphen, full stop, ampersand and forward slash.
• Amount - the payment amount for each employee will reflect the employee's 'take-home pay' on their payslip for the pay period being paid.
Please note: in the event you wish to amend an employee's payment amount to be paid through the Modulr utility (e.g. where an employee has been given an advance payment), simply amend the amount accordingly. It is important to note that this will not change any payslip amounts, simply the amount being submitted to Modulr.
7. Select Continue when ready to proceed
A summary of your payment request will now be displayed for final review.
When you're ready to submit your payment request to Modulr, click 'Send to Modulr'. A further Authy request will now be sent to your mobile device asking for you to approve the payment request submission.
8. On approval, confirmation that your payment request has been successfully sent to Modulr will now be displayed:
On successful submission to Modulr, the person authorised on the associated Modulr account to approve payments should now log into their Modulr account, or when ready to do, to approve the payments.
Approve the payments in the Modulr Portal
Sign in to the Modulr Portal (Select 'Log in to Modulr' as shown on the screen above) and review the payments in Approvals.
Delegates – select the Customer who's payments need approving from 'Customers' in the side menu. Select 'Approvals' from the customer-specific menu that appears below.
HMRC Payments
A demo of how to pay HMRC can be found on BrightPay’s help guides.