About Approvals

Approvals allow you to control activity on your accounts by requiring a second step by another user to approve payments before they send or new beneficiaries before they are active.

Users with the '+Approver' role will automatically receive a notification when payments or beneficiaries are awaiting approval.

Creating payments and approving in the Modulr Portal

When payments or new beneficiaries are set up within the Modulr Portal, they require an approval step to send the payment or create the beneficiary (you’ll be prompted for an Authy authentication.). By default, another user, other than the one that created the payment or beneficiary, needs to be the approver. In some setups, it is possible for the same user to approve their own payments and beneficiaries. Contact customer support if you require this setup.

Approving payments imported from other software

If you are using Modulr in conjunction with other Payroll or Accounting software, or using the API, the payments appear in the Modulr Portal ready to be approved.

• Once exported, sign in to Modulr, and you'll see the payments awaiting approval in 'Approvals'.
• See the links below for information on how to manage your Approvals in the Approvals page.

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Note

Some of the functionalities regarding Batch payments are still in development and will be released soon.

Approving payments created via a File Upload

If you've uploaded a payment file to Modulr, or have used the batch api, payments will appear as a Batch in the Approvals page, in the Batches tab, one row per batch. The process for Approving (or Rejecting) is the same.

• See the links below for information on how to manage your Approvals in the Approvals page, and how to approve batches.

In this section

How do I approve or reject a payment or beneficiary? →
How do I approve or reject a payment batch?
How do I know when Approvals are waiting? →
Multi-user approvals →
What do the payment statuses mean? →