Dual Approve Payment Requests for Projects
This guide explains the process of achieving a dual-approval of payment requests. Two team members on the fiscal sponsor team can review, approve, and pay a payment request from a project.
Last updated
This guide explains the process of achieving a dual-approval of payment requests. Two team members on the fiscal sponsor team can review, approve, and pay a payment request from a project.
Last updated
With Mazlo, you can achieve a dual-approval for payment requests from projects. With your team members, you can review a payment and approve it and your team can approve and send the payment. Once a payment request has been approved and sent, the ACH payment or physical check will be sent with funds from the project account.
Please note: If you only have one team member in the primary fiscal sponsor account, please contact our team at support@mazlo.com.
Click the edit icon next to 'Line Item' to update the payment details.
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 support@mazlo.com.
To achieve dual-approval for payment requests, review approved payment requests to confirm and send the payment.
Once you've approved the payment, your team member can send the payment to the recipient.
Click 'Add Filter.'
Add a filter to review all the paid requests.
Review the paid requests.
Please contact our team if you have any questions: support@mazlo.com.