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.

Introduction

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 [e-mail].

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Review, Edit, and Approve A Payment Request

Step 1. Open the 'Requests' Page to Review Payment Requests

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Step 2: Review and Edit Payment Request Details Before Approval

Click the edit icon next to 'Line Item' to update the payment details.

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

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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 [e-mail].

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Dual-Approval: Send the Payment Request

Step 1: Open 'Requests' tot Review the Approved Payment Requests

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

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Step 2: Click 'Send Payment'

Once you've approved the payment, your team member can send the payment to the recipient.

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Step 3. Add a Filter to Review All Paid Requests

Click 'Add Filter.'

Add a filter to review all the paid requests.

Review the paid requests.

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Contact Our Team

Please contact our team if you have any questions: [e-mail].