Review and Approve a Project's Budget

Review and approve a project's budget in Mazlo so project admins can track their actual spend against their budget in real time.

Introduction

In Mazlo, project can build budgets and submit them for your review. Every budget can be adjusted if needed, to align with the organization's chart of accounts. Once approved, the project's budget will track the actual spend as they tag transactions with accounting codes.

Would you like to share a help article with your project on how to build a budget? You can share this link with them: Build the Projects Budget

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Review the Project's Budget

Step 1: Access the Submitted Budgets

Navigate to Settings > Accounting > Budget. From the drop-down menu, select the project's account.

Step 2: Review Budget Entries

See the proposed maximum and minimum amounts for each accounting code.

Step 3: Adjust as Needed

Edit any values to better align with your oversight and guidelines.

Step 4: Approve the Budget

Once reviewed, click Approve to finalize the project’s budget.

Step 5: Automatic Spend Tracking

As accounting codes are tagged to the project's transactions, Mazlo will automatically reflect the actual spend, allowing you to monitor the project's budget in real time.

💡 Note: Projects receive email notifications when their budget is approved. Sponsors also receive an email when a budget is submitted.

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Contact Our Team

Please contact our team if you have any questions: [email protected].