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 on "Requests" in the left-side menu to review all payment requests from projects.
You have the option to edit the amount.
Make the change and click 'Confirm.'
You can update the expense category.
Select the accurate expense category.
You can edit the payment method.
Select ACH or physical check.
You can also update the expense category, accounting code and internal note before approving 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 support@mazlo.com.
To achieve a payment approval workflow, an additional team member can log in, review approved payment requests to 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.
