Approve and Send Payment Requests for Projects

As a fiscal sponsor, you can review and approve payment requests submitted by your sponsored projects, ensuring all required details and documentation are included.

Introduction

Mazlo makes it easy to add an extra layer of oversight to payments—one team member approves the project's payment request, and another sends it.

Please note: If you only have one team member in the primary fiscal sponsor account, please contact our team at [email protected].


Review and Approve A Payment Request

Step 1. From the 'Requests' Page, Click 'View Details' to Open the Payment Request


Step 2: Review the Payment Request Details

Scroll through the page to review all the details of the payment request.

Before it's approved, you can change the source account or update the payment method.

You can also update the recipient's contact and any of the details of the payment request.

At the end of the page, you can review the W9 attached by clicking to download it.


Step 3: After You've Confirmed the Details, Click 'Approve Payment'


Step 4: The Payment Request Has Been Approved: Now Your Team Member Can Send the Payment

Once the payment request has been approved, a team member will be able to send the payment from their account to achieve dual-approval for payment requests.

If you only have one team member in the Sponsor account, please contact [email protected].


Dual-Approval: Send the Payment Request

Step 1: Open 'Requests' to Review the Approved Payment Request

To achieve dual-approval for payment requests, review approved payment requests to confirm and send the payment.


Step 2: Click 'Send Payment'

Success! The payment request has been sent.

Receiving an error message? Confirm the recipient's account numbers in the contact profile before trying again.


Step 3. Review the Outgoing ACH Payment

From your transactions list, you can open the payment details to mark it as complete and add it to the P&L.


Contact Our Team

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

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