The Fiscal Sponsor Dashboard
Welcome to the fiscal sponsor dashboard, designed to provide you with a detailed overview of your organization's financial activities.
Last updated
Welcome to the fiscal sponsor dashboard, designed to provide you with a detailed overview of your organization's financial activities.
Last updated
Review the primary unrestricted checking account's total, a chart of the last thirty days of income and expenses, review the total holdings of the entire organization and your top accounts, and save the banking details of the primary unrestricted checking account.
First, your organization's unrestricted funds represents the money in your primary checking account.
The graph represents the last thirty days of the primary account's financial activity.
The total holdings of your account is the sum total of all the project accounts and the primary checking account.
Review a breakdown of your organization's top accounts.
Next, save the banking details to send a wire or ACH to the primary checking account. Click on the account number to and copy it to your clipboard.
Copy Regent Bank's routing number.*
*This is the only routing number of Regent Bank's that is connected to your Mazlo account. If your sending bank doesn't see this routing number in their database, please request that they manually update their database.
Copy the bank address. This may be requested when sending an ACH or wire transfer to your account.
Read our article on Wire Instructions for more information.
Review the five most recent transactions across the organization. Click 'View All' to open the Transactions list.
Open Mazlo's features by selecting one on the left-side menu.
Finally, open your account settings at any time by clicking the Gear icon.
From the settings menu, you can invite team members, add accounting codes, download bank statements, and more.
Please contact our team if you have any questions: support@mazlo.com.
