How do I see all the accounts I can view?

Customer setup

  1. Select ‘Accounts’ from the side menu, you’ll see a list of all your Modulr accounts.
  2. If you have lots of accounts, you can search for the one you want to view by entering the account name (alias) or ID into the search box.
  3. The list can also be sorted by various criteria such as balance low-high or the account alias a-z.
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Customer setup – Select 'Accounts' from the side menu to view all the accounts you have access to.

Delegate setup

  1. Select 'Customers' from the side menu and select the Customer who's account you want to view
  2. From the Customer's options that appear in the side menu, select 'Accounts'
  3. You'll see a list of that customer's accounts.
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Delegate setup – the accounts for a Customer are found once you select the Customer from the side menu.

Multi-customer setup

  1. Select 'Customers' from the side menu and select the Customer who's account you want to view
  2. From the Customer's options that appear in the side menu, select 'Accounts'
  3. You'll see a list of that customer's accounts.
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Multi-customer setup – the accounts for a Customer are found once you select the Customer from the Customers list. Go back to Customers to select a different Customer.

Partner setup

  1. Select 'Customers' from the side menu and select the Customer who's account you want to view
  2. From the Customer's options that appear in the nested menu, select 'Accounts'
  3. You'll see a list of that customer's accounts.

Alternatively, you can search for or select an individual account from the list shown when you select the 'All accounts' option in the side menu.

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Partner setup – the accounts for a Customer are found once you select the Customer from the side menu.