- Modulr User Guides
- Using Modulr as a Partner
- Viewing Virtual and Physical Cards
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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 the Cards on an Account
To see all the cards on a particular account:
- Select Customers from the side menu
- Select the Customer who’s accounts you want to view
- Select the account you want to view the cards of
- Select ‘Cards on this account’ from the Account Options menu
- All the cards on that account are displayed in the table
- Select a card to see it’s detail view and activity