- Modulr User Guides
- Using Virtual Cards and the Travel sector
- Manging Virtual Cards
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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
Managing Virtual Cards and their Details
View all cards
Navigate to 'Cards' in the side menu to view all your Virtual Cards.
Viewing Card details
When a card has been created, select the card to be taken to the Card Details view, where you can:
- View the card number
- View/edit card details, the details available to edit are:
- Card limit
- Authorisation window (only if the timeframe has not started)
- Cancellation date (only if the date is in the future)
- Custom fields
- Block card
- Unblock security code (The card security code is the 3-digit number used to enable a card transaction; this can be blocked with 3 incorrect attempts. To then unblock the code, select this option from the dropdown menu)
- Cancel card
Editing Card details
Select the yellow Card image to edit the details added when the card was created.