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Top picks this month

Modulr Portal | Alert banners

Modulr Portal | Create Customer

Cards | Fast Funds

New Product Updates

Modulr Portal | Alert banners

We understand that it is important your payments are made on time. We have added notifications to the Portal to inform you when payments require approval or accounts need to be funded.

You will notice banner notifications displayed at the top of the account list screen on the Modulr Portal. This will make it easier for you to see & address any pending actions.

Banner notifications appear on the landing page (accounts screen) on signing in alerting the user if there are payments waiting for approval, or if accounts need funding.

Modulr Portal | Create Customer

To improve the experience of partners using Modulr portal to onboard clients, we have added the ability for you to save a customer application prior to submission. You will be able to have many draft applications in progress at the same time to complete at a later date; for example when your client responds to a request for information.

You will now see a new 'Save & Exit' button in the top right-hand side of the application, and there is a new 'Applications' button on the Customers screen to view and edit any in-progress applications.

We will shortly be adding the capability for you to invite your clients to complete their applications directly which should reduce your admin burden and improve the experience for your clients. Lookout for the next update.

Modulr Portal | Copy Payment ID

In the Modulr Portal, you will shortly be able to copy the Payment ID of a transaction to the clipboard using a button to the right of the Payment ID field, enabling you to search for payments more easily.

Select the copy icon to copy the Payment ID to the clipboard.

Modulr Portal | Accounts

Previously you could only see accounts that were available for you to access and make payments from. However following your feedback you requested we make “Blocked” accounts visible to you as there may be balances and transactions on these accounts that you need to account for.

You can now see all your accounts in the account list screen, including those that are unavailable to you. You will be able to see the account information and the account's transaction history for these accounts.

Enhancements to Card Transactions

Cards | Fast Funds

One of the transaction types that are utilised by cardholders are Original Credit Transactions (OCT’s), this is a mechanism of passing funds back through to a cardholder from an account in the same name external to Modulr using the card as the payment method.

At present, we handle OCT’s in the same way we handle all credits posted to a card, the funds are paid to the account after three working days from the time of the request.

To improve this experience for our cardholders, we have introduced Fast Funds - the ability to process these OCT’s into the cardholders account within 30 mins of initial request.

Please note that these first get approved by Visa, if not approved by them as an OCT then the funds will still be processed in three working days.

The best part is, you don’t need to do anything differently than you do today - this is all being handled by Modulr, just make sure you subscribe to the relevant PAYIN webhook’s so credit notification can be completed.

Changelog

ModConnect - September 2023

ModConnect - August 2023

ModConnect - July 2023

ModConnect - June 2023

ModConnect – May 2023