Build comprehensive grant profiles to streamline the process of allocating funds to a project, tracking expenses, and managing reporting schedules.
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Create grant profiles to easily track allocations, expenditures, and reporting schedules. Allocate a grant to a project so the project team can tag transactions to the grant, allowing them to accurately track income and expenses related to each grant.
Enter the grant's name.
Enter the total amount of the grant.
Enter the Grant ID.
Select the Donor of the grant.
Enter the signature date.
Select the reporting schedule frequency.
With all the details complete, click 'Next.'
Select the start date and end date of the funding period. Then click 'Next.'
Click to upload supporting documents for the grant.
With the file uploaded, click 'Create Grant.'
From the grant profile, you can review all the grant's information.
Click 'Select an Account.'
Select the project this grant will be allocated to.
Enter the amount of the grant allocation to the selected project. Click 'Save.'
Note: The allocated amount does not mean that money has been entered the account, meaning this amount does not represent funds in your account until the Donor's money enters your Mazlo account. You can tag the transaction to this Grant to see the 'Funded' amount increase, which represents the amount that is in your account.
Please contact our team if you have any questions: .
