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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 Mobile 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
Identify a company for account name checks
To use Modulr Accounts Payable's account name-checking service (Confirmation of Payee), you will first need to identify the company.
Identifying a company in your Contacts
- Navigate to Contacts in the side menu and find a Contact that needs identifying – it'll have an 'Identify' button on the right side of the row.
- Select 'Identify'
- In the side drawer that opens, search for the company by entering the company name in the search box (it may already be populated) – this will search the Global registry
- Select the correct company from the list of results
- We can now merge the Contact you have already set up with the details from the global registry – select Merge to complete
- The selected company will now be the main contact, with your original contact as a trading entity. Select the trading entity to see the details, or to edit or update them – e.g. to choose whether they are an individual or a business, or to change bank details.
Learn more about editing contact information here