About Beneficiaries


A Beneficiary is a payee you can set up and save in the Modulr Portal (depending on your setup) so each time you want to make a payment to it, the information is already set up.

Beneficiaries need to be approved by another user before they can be used. Read more about Approvals here.

Sage users

If you are a Sage user using Salary and Supplier Payments, it's not possible to create a beneficiary in the Modulr Portal.

In this section

How do I create a Beneficiary? →
How do I view my Beneficiaries? →
How do I approve a Beneficiary?→
How do I delete a Beneficiary? →