Modulr User Guides
Back to modulrfinance.com
Using Accounts Payable
Getting Started
Modulr Overview
Businesses
Delegates/Accountants
Portal Setup and Authenticating Access
Authy Multi-Factor Authentication
Using Modulr with Connected Software
Getting Started with BrightPay
Getting Started with Iris
Getting Started with Nomi
Getting Started with Sage
Getting Started with Staffology
Getting Started with Thesaurus
Getting Started with Workforce
Getting Started with Xero
Making payments with Xero
Using the Modulr Portal
Security and Access
Users
Access Groups
Delegates
Delegate Dashboard
Adding Funds
Managing Payees
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 Accounts Payable
About Accounts Payable
Getting Started
Purchase Orders
For accountants
Capture
User management
Banks
Approvals
FX
Wallets
Payments and Payment Runs
Payroll
Contacts
Troubleshooting
Issues and Fixes
Using the Modulr Approvals App
Using Payment File Upload with Modulr
Using Virtual Cards and the Travel sector
Modulr and Virtual Cards
Manging Virtual Cards
Reports
Using Modulr as a Partner
Partner Portal overview
Creating Customers (as a Partner)
Cards
Viewing Virtual and Physical Cards
Creating Cards
Cards API
Modulr Developer
Customer Support
Back to home
Modulr User Guides
Using Accounts Payable
Getting Started
Modulr Overview
Businesses
Delegates/Accountants
Portal Setup and Authenticating Access
Authy Multi-Factor Authentication
Using Modulr with Connected Software
Getting Started with BrightPay
Getting Started with Iris
Getting Started with Nomi
Getting Started with Sage
Getting Started with Staffology
Getting Started with Thesaurus
Getting Started with Workforce
Getting Started with Xero
Making payments with Xero
Using the Modulr Portal
Security and Access
Users
Access Groups
Delegates
Delegate Dashboard
Adding Funds
Managing Payees
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 Accounts Payable
About Accounts Payable
Getting Started
Purchase Orders
For accountants
Capture
User management
Banks
Approvals
FX
Wallets
Payments and Payment Runs
Payroll
Contacts
Troubleshooting
Issues and Fixes
Using the Modulr Approvals App
Using Payment File Upload with Modulr
Using Virtual Cards and the Travel sector
Modulr and Virtual Cards
Manging Virtual Cards
Reports
Using Modulr as a Partner
Partner Portal overview
Creating Customers (as a Partner)
Cards
Viewing Virtual and Physical Cards
Creating Cards
Cards API
Modulr Developer
Customer Support
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?
See more
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?
See more
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?
See more
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?
See more
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?
See more
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?
See more
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
See more
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?
See more
Issues and Fixes
How to Whitelist the ModulrFinance.com domain Across Popular Email Providers