- Modulr User Guides
- Using Modulr with Connected Software
- Making payments with Xero
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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 Payees
- 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 Accounts Payable
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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
Xero Notifications
We'll send notifications informing Xero users of a number of events when using Xero with Modulr. This table summaries the notifications, the conditions under which they are sent, and who to.
Modulr email notifications
Notification name | Description | When sent | Who to? |
Xero connection successful | Informs user that they have successfully connected their Xero access to Modulr | After user completes the connection process | All admin users on Customer |
Xero disconnection successful | Informs user that they have successfully disconnected their Xero access from Modulr | After user selects 'Disconnect' in the Connections card in the Modulr Portal | All admin users on Customer |
Xero account selection successful | Informs user they have successfully selected Modulr accounts to use with Xero | After user selects accounts in the Modulr portal and selects 'Save Selected Accounts' | All admin users on Customer |
Xero connection lost | Informs user that the connection between Xero and Modulr has been lost, and they need to go into the Modulr Portal to reconnect | When the connection between Xero and Modulr has been lost |
All admin users on customer |
Notifications in Xero
In the event of a issue with one of your payments. Bills will change status from Paid to Awaiting Payment and a note will be added to your bill with details of the issue.