The Project Dashboard
Welcome to Mazlo! Your Fiscal Sponsor has invited you to a bank account with Regent Bank, by creating a new project for your organization on Mazlo.
Introduction
At Mazlo, we understand the importance of having a comprehensive view of your organization's financial health. Your project dashboard is designed to provide you with an intuitive and detailed overview, allowing you to efficiently manage your funds and monitor your financial activities.
The Mazlo Dashboard
1: Review the Organization's Available Unrestricted Funds
First, your organization's unrestricted funds represents the money in the checking account. The graph represents the last thirty days of the primary account's financial activity.
2: Review the Total Available Holdings
The total holdings of your account is the sum total of your project's checking account and all sub-projects.
3: Save the Banking Details for the Primary Checking Account
Next, save the account number and banking details to receive a wire or ACH to the project's checking account.
Save Regent Bank's routing number.*
*This is the only routing number of Regent Bank's that is connected to your Mazlo account. If your sending bank doesn't see this routing number in their database, please request that they manually update their database.
Click 'Download Bank Document' to save a PDF of a bank verification letter for your account. Additionally, you can download wire instructions with your account details to receive a domestic or international wire.
Read our article on Wire Instructions for more information.
Click 'Download' to download a PDF of a bank verification letter for the primary checking account. Additionally, you can download wire instructions with the correct bank details to receive a domestic or international wire to the primary checking account.
Contact Our Team
Please contact our team if you have any questions: support@mazlo.com.
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