- Modulr User Guides
- Getting Started
- Delegates/Accountants
-
Getting Started
-
Using Modulr with Connected Software
-
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
-
Using Modulr as a Partner
-
Modulr Developer
-
Customer Support
Signing up as a Delegate/Accountant
Using Modulr as a Delegate means you can securely manage your Clients' accounts, set up payments and monitor approvals on their behalf.
Get in touch with us to discuss the various options for Delegates and how to sign up.