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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
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 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
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 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
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
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
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