Payment Approvals Overview

Approvals allow you to control activity on your accounts by requiring a second step by another user to approve  payments before they send.

Users with the '+Approver' role will automatically receive a notification when payments or beneficiaries are awaiting approval.

Creating payments and approving in the Modulr Portal

When payments or new beneficiaries are set up within the Modulr Portal, or exported from connected software, they require an approval step to send the payment or create the beneficiary (you’ll be prompted for an Authy authentication.).

By default, another user, other than the one that created the payment or beneficiary, needs to be the approver. In some setups, it is possible for the same user to approve their own payments and beneficiaries. Contact customer support if you require this setup.

Approval notifications

Any user with +Approver permissions will automatically receive a summary email first thing every day outlining any payments and beneficiaries that require approval.

Users with +Approver permissions will also see a counter badge in the side menu in the portal indicating how many approvals are waiting. Note that this figure only represents approvals which that particular user can approve (ie ones that other users have created).

Approving payments imported from other software

If you are using Modulr in conjunction with connected Payroll or Accounting software, or using the API, the payments appear in the Modulr Portal ready to be approved.

• Once exported, sign in to Modulr, and you'll see the payments awaiting approval in 'Approvals'.

Approving payments created via a Payment File Upload

If you've uploaded a payment file to Modulr, or have used the batch api, payments will appear as a Batch in the Approvals page, in the Batches tab, one row per batch. The process for Approving (or Rejecting) is the same.

• See the links below for information on how to manage your Approvals in the Approvals page, and how to approve batches. 

Searching Approvals

You can search everything on the Payment Approvals page to find exactly what you need, with a filter control on each column to refine your search even further.

Example of an on-column filter control

Spreadsheet export

In the top right of the Approvals page, above the table, you’ll see a download button. Selecting this will download an Excel file of the payments in the table at that time, including if you have filters set.

About loaded payments

You can review and approve up to 2000 payments in the payment approvals screen, (there was previously a limit of 500 payments). We now load the first 2000 most recent payments for approval. To load more, approve or reject payments that are currently in view.