Signing up to use Sage with Modulr

Once you’ve signed up to use Salary and Supplier Payments via Sage, you’ll then need to give us a few details about your business so we can set up your Modulr account and give you access to the Sage Salary and Supplier Payments Portal.

Why do I need to sign up for a Modulr Account?

To use Sage Salary and Supplier Payments, you need to apply for a Modulr Account. Modulr provides the accounts and the payment functionality* behind Sage Salary and Supplier Payments.

As a regulated business, we need you to provide a few details about the business, and its ownership and structure, to meet compliance requirements and to get you set up on the Salary and Supplier Payments Portal. Go Here for a detailed view of the information we require.

Sage Salary and Supplier Payments accounts are provided by Modulr FS Limited, authorised and regulated by the Financial Conduct Authority for issuance of electronic money (FRN 900573). Modulr Finance Limited is a registered agent of Modulr FS Limited. Registered address: Scale Space, 58 Wood Lane, London W12 7RZ with company number: 09897919.

1. After you've subscribed with Sage

Once you’ve signed up to Salary and Supplier Payments with Sage, you’ll receive an email containing a unique link to ‘Get Started’.

  • Select the link to take you to the start of the application.

2. Application start

Once you’ve selected the link from the email, you’ll be asked to log in with your Sage ID, and then directed to a page listing your application (other applications will appear here too if you have more than one subscription).

  • Select the application from the list to start.

3. Log in with your Sage ID

Selecting the application will take you to the regular Sage ID log in.

  • Log in with your Sage ID.
    (If you don’t have a Sage ID, you can create one by selecting ‘Create account’.)

4. Information screen

Once you’ve signed in with your Sage ID, you’ll see the ‘Start your application’ info screen.

  • Enter the email address you used to sign up to Salary and Supplier Payments with.
  • Select Continue

5. Business Name Lookup –  Limited type companies

If your business is a Limited Company, Limited Partnership or a Limited Liability Partnership, our Business Lookup will pre-populate information so you don’t need to enter many details.

(Sole Traders and Ordinary Partnerships: skip to step 6)

  • Select Limited Company, Limited Partnership or LLP
  • Enter your business name in the search box
  • Select your business when it appears in the list
  • Select Continue
    Make sure you select the correct business from the search results. The registered business number is also displayed so you can be sure.

6. Business Name – non-Limited type companies

If your business is a Sole Trader or Ordinary Partnership, we can’t retrieve your business information as it isn’t publicly listed.

When you start the application, you’ll be asked to fill in the details manually.

  • Select Sole Trader or Ordinary Partnership
  • Enter your business name in the field
  • Select Continue

7. Main application page

  1. The sections on the left show progress and what needs to be completed for your application.
  2. When you select each section, you’ll see information we’ve retrieved, if available, in ‘cards’.
  3. Check each card’s details. If any details need completing, the card will display ‘Incomplete’ at the top.
  4. Select ‘Edit details’ if some information isn’t complete, a form will pop up where you can enter what’s required. Select Save Details to continue.
  5. We’ll show a prompt to add details if we couldn’t retrieve them, or if you need to add extra details that should be included but aren’t shown.
  6. Some sections can’t be selected until prior information is completed (they’ll display a padlock icon). They’ll become unlocked once necessary prior sections have been completed.

Information we ask for at signup →

8. Completing all the sections

As you complete each section, they’ll be marked with a tick on the left menu and will be coloured green.

  • Select the ‘Submit Application’ section once you’ve completed all sections
  • You can go back to any section to review or change anything you’ve added.
  • Please double-check everything is correct before you submit.

9. Submitting the application

Once you’re happy all the information is correct, you can submit your application.

  • Double check that all the information is correct.
  • Read the disclaimer and select the checkbox if you agree with the statement.
  • Select ‘Confirm and Submit all Information’.

10. Submission complete

Once submitted, you’ll see a confirmation screen stating that the application has been submitted successfully.

  • You’ll also receive an email confirming the application has been submitted successfully.

What happens next?

Most applications are reviewed within 5 business days. If any more information is needed to complete your application, Modulr will be in touch via email.

It’s a good idea to download and register the Twilio Authy app (available for iOS, Android and Chrome for desktop) before selecting ‘Complete Setup’. Authy is a security (2FA) app connected to your Modulr access, and provides an authentication step when you sign in as well as when you perform certain tasks in the Portal.

If any further information is needed to support the application (such as additional ID checks etc), Modulr will be in touch via email. Emails will come from [email protected] (check your spam).

Once the application is successful the Admin User will receive their ‘New User’ email with details of how to set up access.

Set up Twilio Authy

If you’ve not downloaded and installed the Authy app, do this now.

Once you’ve created your password, follow the steps on screen to link your Authy app to your Modulr Portal access.

Sage Portal access

Once you’ve set up Authy, you’ll been directed to the Sage Portal.
You’ll land on a screen showing your first account – select the account to view the details. You can then select ‘Add Funds’ to add money to your account via your bank without leaving the Portal (you’ll need to sign in to your bank to do this – just follow the steps shown).

Alternatively, you can send money to the Modulr account from your bank to the sort code and account number displayed.