Modulr User Guides

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Modulr User Guides

Using Accounts Payable

Using Accounts Payable

Help, Guides, & How to use the Accounts Payable portal (formerly Nook)

About Accounts Payable

About Accounts Payable

What is Modulr Accounts Payable (formerly Nook)?

Nook (now Modulr AP) Regulatory disclosure

Customer Rights and APP Fraud Regulation

Is Modulr Accounts Payable regulated?

Is Modulr Accounts Payable (formerly Nook) covered by the Financial Services Compensation Scheme (FSCS)?

How secure is Modulr Accounts Payable?

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Getting Started

How to navigate around Modulr Accounts Payable

How do I invite other team members from my company?

Overview of Verification on Modulr Accounts Payable

How do I verify as a director?

Xero accounting integration overview

What is a confirmation-of-payee check?

How do I connect Modulr Accounts Payable with Xero?

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Purchase Orders

How do I create a purchase order (PO)?

Purchase Order Roles & Permissions

For accountants

Modulr Accounts Payable for Accountants

Communicating the Value of Modulr Accounts Payable

How do I add a new client (Company) in Modulr Accounts Payable?

Capture

Capture Feature Overview

How do I get documents into Modulr Accounts Payable?

How does multi-page document processing work?

What do the different OCR Detail settings mean?

How do I change my OCR Detail settings?

Modulr Accounts Payable supports searching by Xero ID

How do I mark a bill or invoice as Paid or hide it from Modulr Accounts Payable?

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User management

Roles and Permissions

How do I leave a company I'm connected to?

How do I deactivate my Accounts Payable (Formerly Nook) account?

Banks

How to connect your bank account to your accounting software

How to connect a Lloyds Bank Commercial account to Modulr Accounts Payable

Approvals

Approval Rules Feature Overview

How do I create an approval rule in Modulr Accounts Payable?

How to set up an Approval Rule

FX

What currencies do you support?

How long do FX conversions take in Modulr Accounts Payable?

When will my currency conversion be settled?

Wallets

Modulr Accounts Payable Wallets Overview

How do I create a Modulr Accounts Payable wallet?

Successfully funding your Modulr Accounts Payable Wallet

How do I add funds to an international currency Modulr Accounts Payable wallet?

How do I set up a Modulr Accounts Payable wallet in an international currency?

How do I add funds to a Modulr Accounts Payable Wallet?

How do I access a bank statement for Modulr Accounts Payable Wallets?

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Payments and Payment Runs

Payments Overview

How do I create a Payment Run?

How do I create a bulk payment?

How to make a part-payment

How do I resend payment remittance?

What do my suppliers receive when I make payment?

Setting a Payment Reference for suppliers or tax payments

How do Credit Notes work on Modulr Accounts Payable?

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Payroll

Payroll Overview

How do I enable payroll on Modulr Accounts Payable?

How do I upload Payroll files?

How do I schedule Payroll payments?

How do I sync Xero Payroll with Modulr Accounts Payable?

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Contacts

Contacts Overview

How do I hide invoices for a certain contact?

Identify a company for account name checks

What do the different contact statuses mean?

Update Payment & Contact Details for Contacts

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Troubleshooting

How to pay suppliers and individuals in New Zealand

Why is my company not Verified yet?

Why haven't funds reached my wallet yet?

Why am I getting so many notifications?

My supplier is saying they haven't received a payment, what do I do?

Why can't I find my invoice in Modulr Accounts Payable?

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Issues and Fixes

How to Whitelist the ModulrFinance.com domain Across Popular Email Providers