- Modulr User Guides
- Using Modulr with Connected Software
- Getting Started with Sage
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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
Linking to your Sage Delegate
Your Modulr account needs to be linked to your Delegate so they can manage payments etc on your behalf.
If you're using Sage Salary and Supplier Payments via a connection with your Accountant (Delegate), you need to link your Modulr access with theirs.
Once you've set up access to the Sage Salary and Supplier Payments Portal, follow this guide to link your Delegate.