- Modulr User Guides
- Using the Modulr Portal
- Viewing accounts and transactions
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Getting Started
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Using Modulr with Connected Software
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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
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Using the Modulr Approvals App
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Using Payment File Upload with Modulr
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Using Virtual Cards and the Travel sector
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Using Modulr as a Partner
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Modulr Developer
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Customer Support
Viewing a Single Account
- A list of all the accounts you have access to can be found by selecting 'Accounts' from the side menu.
- From the Accounts list displayed, select the account you want to view.
- The account view displays the available and current balance (may differ depending on any authorisations that are yet to be applied to the account).
- The sort code and account number are found at the top of any account view
- All the transactions for the account are displayed in the transactions list.
- Select 'Accounts' in the side menu to return to the list of all your accounts.
Other setups
In some portal setups, i.e. Delegate, Partner or Multi-customer, once you have selected the customer you want to view, there will be an 'Accounts' option in the side menu that will show a list of all the accounts you can view under that