Fiscal Sponsor Knowledge Base
  • Welcome to Mazlo!
  • Getting Started
    • The Fiscal Sponsor Dashboard
    • Build Your Chart of Accounts
    • Invite Team Members
    • Fund Your Mazlo Account via ACH
    • Wire Instructions
    • Submit a Help Request to the Mazlo Team
  • Projects
    • Create a New Project and Activate Banking
    • Make an Internal Transfer
  • Contacts
    • Create Contact Profiles for Donors and Recipients
  • Check Deposits
    • Make a Mobile Check Deposit
  • Send Money
    • Send an ACH Transfer
    • Mail a Physical Check
    • Approve and Send Payment Requests for Projects
  • Mazlo Cards
    • Issue a Mazlo Card
    • Add Your Mazlo Card to Your Virtual Wallet
    • Using Your Mazlo Card Abroad: Prohibited Countries List
  • Donation Campaign
    • Activate Mazlo Donation Campaign
    • Create a Custom Donation Campaign
  • Transactions
    • Transaction Details: Credits and Debits
    • Splitting Transactions
    • Use Magic Suggestions to Tag Donors to Stripe and Mazlo Campaign Payouts
    • Export Custom Transaction Reports
  • Declined Transactions & How to Resolve Them
  • Compliance
    • Donor Acknowledgement Letters
    • Create a Grant Profile
    • Require Payment Requests to Include an Attachment or Accounting Code
  • Settings
    • Customize Your Organization's Logos
    • Build Live P&L Statements
    • Bank Statements
    • Enable ACH Pull
  • Integrations
    • Update Stripe with Mazlo Account Details
    • Connect Your Stripe Account with an API Key
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On this page
  • Introduction
  • The Fiscal Sponsor Dashboard
  • Contact Our Team
  1. Getting Started

The Fiscal Sponsor Dashboard

Welcome to the fiscal sponsor dashboard, designed to provide you with a detailed overview of your organization's financial activities.

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Last updated 5 months ago

Introduction

The Mazlo dashboard is designed to be your financial home base. You can easily review your organization's available balance within the primary checking account, in addition to seeing the total holdings of all the accounts within your organization. You can also save your banking details, download a bank letter, and download wire instructions to receive domestic and international wires to the organization's primary checking account.


The Fiscal Sponsor Dashboard

1: Review the Organization's Available Unrestricted Funds

First, the unrestricted funds represents the money in your organization's primary checking account.

The graph represents the last thirty days of the primary account's financial activity.


2: Review the Total Available Holdings and the Top Projects

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.


3: Save the Banking Details for the Primary Checking Account

Next, review the banking details to send a wire or ACH to the primary checking account.

Save 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.

Save the bank address. This may be requested when sending an ACH or wire transfer to your account.

Click 'Download' to download a PDF of a bank verification letter for the primary checking account. Additionally, you can download wire instructions with the correct bank details to receive a domestic or international wire to the primary checking account.


Contact Our Team

Read our article on for more information.

Please contact our team if you have any questions: .

Wire Instructions
support@mazlo.com