Modulr User Guides
Back to modulrfinance.com
Using Modulr as a Partner
Getting Started
Modulr Overview
Businesses
Delegates/Accountants
Portal Setup and Authenticating Access
Authy Multi-Factor Authentication
Using Modulr with Connected Software
Getting Started with Xero
Making payments with Xero
Getting Started with BrightPay
Getting Started with Thesaurus
Getting Started with Sage
Getting Started with Iris
Getting Started with Staffology
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
Modulr and Virtual Cards
Manging Virtual Cards
Reports
Using Modulr as a Partner
Partner Portal overview
Creating Customers
Cards (for Partners)
Viewing Virtual and Physical Cards
Creating Cards
Cards API
Modulr Developer
Customer Support
Back to home
Modulr User Guides
Using Modulr as a Partner
Getting Started
Modulr Overview
Businesses
Delegates/Accountants
Portal Setup and Authenticating Access
Authy Multi-Factor Authentication
Using Modulr with Connected Software
Getting Started with Xero
Making payments with Xero
Getting Started with BrightPay
Getting Started with Thesaurus
Getting Started with Sage
Getting Started with Iris
Getting Started with Staffology
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
Modulr and Virtual Cards
Manging Virtual Cards
Reports
Using Modulr as a Partner
Partner Portal overview
Creating Customers
Cards (for Partners)
Viewing Virtual and Physical Cards
Creating Cards
Cards API
Modulr Developer
Customer Support
Using Modulr as a Partner
Creating Customers, managing Cards and other Partner-specific features
Partner Portal overview
Partner Features and Capabilities
Creating Customers
In-house KYC Partners
Outsourced KYC Partners
Cards (for Partners)
Using the Cards features as a Partner
Viewing Virtual and Physical Cards
Finding a Card
Viewing the Cards on an Account
View Card Details and Transactions
Creating Cards
Creating Physical Cards
Viewing Requested Physical Cards
Creating Virtual Cards (Partners)
Viewing and Updating a Cardholder's Details
Cards API
Cards API Management Token