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Browse our guides and resources to learn how to use Modulr’s features
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Modulr User Guides
Using the Modulr Portal
Using the Modulr Portal
Guides on how to use Modulr Portal features for Payroll & Bulk Payments
Getting started
Signing in and managing your Portal access
Single Sign On (SSO)
Users
Users
Creating a User
Editing or Removing a User
Viewing User details as a Non Admin
Access Groups
Access Groups setup
Creating an Access Group
Defining an Access Group's Content
Managing and Deleting Access Groups
Delegates
About Delegates
For Customers – Delegate linking
Adding Funds
About Funding
Adding Funds in the Modulr Portal
Adding Funds from your Bank
Managing Payees
Viewing Payees
Creating and Approving Payees
Deleting Payees
Viewing accounts and transactions
Viewing the Accounts List
Viewing a Single Account
Where to Find the Sort Code and Account Number
View and Search Transactions
Managing Accounts
Account Statements
Proof of Account Document
Editing The Account Alias (Nickname)
Adding More Accounts
Making Payments from the Portal
Pay a Saved Payee
Pay a New Payee
Make an Internal Transfer
Using Moneysoft with Modulr
Pending Payments
Payment Search
Viewing and Pending Batches
Viewing and Searching Pending Payments
Cancelling a Pending Payment
Payment Statuses
Payment Approvals
Payment Approvals Overview
Approving or Rejecting Payments
Approving or Rejecting a Batch
Multi-User Approvals
Multiple Confirmation of Payee
Payment file upload
About Payment File Upload
Payment Rules
Split and Conditional Split Rules Setup
Sweep Rule Setup
Funding Rule Setup
Editing or Deactivating a Payment Rule
Reports – Transactions and User Activity
Available Reports
Downloading Reports
Email notifications
Available Email Notifications
Setting Up Notifications
Integration: BrightPay
Connecting BrightPay and Modulr
Making payments with BrightPay and Modulr
Integration: Iris
Connecting Iris Earnie and Modulr
Making Payments with Iris Earnie and Modulr
Integration: Nomi
Connecting and Making Payments with Nomi and Modulr
Integration: Sage
About Sage Salary and Supplier Payments
Linking to your Sage Delegate
Using Sage Salary and Supplier Payments with Modulr
Integration: Staffology
Setting up Staffology and Modulr
Integration: Thesaurus
Connecting Thesaurus and Modulr
Making Payments with Thesaurus and Modulr
Integration: Workforce
Connecting and Making Payments with Workforce and Modulr
Integration: Xero
Connecting Xero and Modulr
Key Info and Xero Payment Conditions
Making a Payment with Xero
Making a Batch Payment with Xero
Using Xero Payroll
Xero Notifications
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