Modulr User Guides
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Using the Modulr Portal
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
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Modulr User Guides
Using the Modulr Portal
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 the Modulr Portal
Help, Guides & How to use the Modulr Portal features
Security and Access
Signing in and managing your Portal access
How Do I Change My Password?
Single Sign On (SSO)
Users
Users
Creating a User
Editing or Deleting 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
Delegates Overview
Adding your Clients
For Customers – Delegate linking
Delegate Dashboard
Using the Delegate Dashboard
For Delegates – Finding Your Delegate Reference Info
Adding Funds
About Funding
Adding Funds in the Modulr Portal
Adding Funds from your Bank
Managing Beneficiaries
Viewing Beneficiaries
Creating and Approving Beneficiaries
Deleting Beneficiaries
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 Beneficiary
Pay a New Beneficiary
Make an Internal Transfer
Pending Payments
Viewing and Searching Pending Payments
Viewing and Searching Pending Batches
Cancelling a Pending Payment
Payment Statuses
Payment Approvals
Payment Approvals Overview
Approving or Rejecting Payments
Approving or Rejecting a Batch
Multi-User Approvals
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