- Modulr User Guides
- Using the Modulr Portal
- Managing Beneficiaries
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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 Beneficiaries
Any Beneficiaries you create in the Modulr Portal can be viewed and managed in the Beneficiaries screen.
Select 'Beneficiaries' from the side menu to see the Beneficiaries you have set up.
The table shows the full details of each Beneficiary. Beneficiaries can’t be edited. If details change, you’ll need to set up a new beneficiary (you can delete the previous one).
Viewing unapproved beneficiaries
Beneficiaries that have been created but not yet approved can be viewed by any user in the ‘Unapproved’ tab on the Beneficiaries page. This gives you sight of whether a Beneficiary you’ve created has been approved yet or not, even if you can't approve it yourself due to your permissions.
Approving Beneficiaries
Approvers will also see the unapproved Beneficiaries in their Approvals table, where they can make the approval. Once Beneficiaries have been approved, they’ll appear in the main Beneficiaries table and can be used for payments.