Any payees you create in the Modulr Portal can be viewed and managed in the Payees screen.
We now call beneficiaries 'Payees' in the Modulr portal.
This change will only be visual and does not impact any of the existing APIs, the endpoints will remain /beneficiary and the API reference will remain valid as documented here https://modulr.readme.io/reference/createbeneficiary.
Please note that multi-factor authentication methods, including Authy mobile and Modulr’s email service, will continue to use the term ‘beneficiary’.
Select 'Payees' from the side menu to see the Payees you have set up.
The table shows the full details of each payee. Payees can’t be edited. If details change, you’ll need to set up a new beneficiary (you can delete the previous one).
Viewing unapproved payees
Payees that have been created but not yet approved can be viewed by any user in the ‘Unapproved’ tab on the Payees page. This gives you sight of whether a payee you’ve created has been approved yet or not, even if you can't approve it yourself due to your permissions.
Approving payees
Approvers will also see the unapproved payees in their Approvals table, where they can make the approval. Once payees have been approved, they’ll appear in the main payees table and can be used for payments.