Make a Mobile Check Deposit
In this guide, we aim to demonstrate how to deposit a check using Mazlo on your desktop. You can also deposit a check directly from Mazlo's mobile app.
Introduction
On Mazlo, you can deposit a check directly into your project account if the check is made out to your fiscal sponsor or the name of your project (or the account name in Mazlo). While you deposit the check, you can tag the donor's contact profile and select the revenue code or project code to classify the type of income it is.
Review the Check Standards
Remember to follow these check standards when using remote check deposit:
Endorse the check with 'For mobile deposit at Regent Bank.'
Sign the back of the check in the endorsement box.
Check the box for mobile deposit, if requested in the endorsement box.
Ensure the images of the check are clear and all four corners of the check are visible and in-focus.
Ensure the check is made out to the Organization (Fiscal Sponsor) or the Project's name (must match the account name in Mazlo).
Ensure the check is less than 180 days old.
Ensure the check was issued by a US based bank with a 9 digit routing number (Regent Bank cannot accept checks issued by banks outside of the United States).
Ensure the check is not a money order.
Make a Check Deposit
Step 1. From 'Mobile Deposit,' Select the Account for the Deposit
Step 2. Enter the Exact Amount of the Check
Enter the exact amount written on the check. Then click 'Next.'
Step 3: (Optional) Enter the Deposit Information
Select the account date, or the date the check was issued (note: this will update the date of the donor acknowledgement letter)
Select the correct accounting code* to classify the type of income this check is.
Select the correct project code* to record what this check is dedicated towards, if applicable.
*Not sure which code to choose? Check in with your fiscal sponsor.
Select the donor's contact profile, or create one for them.
To create a new contact, all you need is their name. Optionally, you can add their email, which is required in order to send them a tax receipt. You can also enter their physical address or banking info. Click 'Next' to bypass all optional information. And click 'Done' to save the profile.
Next, you can enter the memo on the check from the payer.
Finally, you can save a description of the check.
Step 4. Upload Clear Images of the Check
Upload clear images of the front and back and ensure the images meet the check standards listed above. Click 'Next.'
Step 5. Review and Confirm the Mobile Deposit Details
Review and confirm all the details of the check deposit. Click 'Submit.'
Keep Mazlo open while the check details are verified and uploaded.
Step 6. Success! Your Check is Now Pending Approval from the Bank
Checks typically take about 5 business days to settle in your Mazlo account.
Contact Our Team
Last updated