Code a Check Deposit

Introduction

With Mazlo, project teams can code check deposits with their accounting code, tag it to a donor with a unique profile, and tag it to a grant to track funding. Additionally, you can generate a tax letter for every donation saved with a tax-eligible code.

Code a Check Deposit

Step 1: Open the Transaction

First, open the check you want to code by clicking on it within your Transactions list.

Step 2: Review the Transaction Details

You can quickly review the details of this transaction to understand what needs to be updated.

Step 3: Open the Check Images

Click the Check Deposit link to review the check images.

You can also download the check images to your files by clicking on each image. *If you don't see the images in your downloads folder, please ensure you have allowed pop-ups in your browser settings.

Step 4: Add the Donor's Name

Select the donor's name to tag their profile to this check deposit.

Step 5: Choose the revenue code for the transaction.

Click on the Accounting Code field.

Select the correct revenue code for this transaction.

Step 6: Add an Internal Note

Add an internal note to capture the memo or save details for your team to review.

This note can give context to the check, signal a reminder, or be left blank.

Step 7: Upload Relevant Documents to the Check Transaction

Click Choose Files to upload any relevant documents to this transaction.

*This may include a donation letter, a grant award letter, a receipt, or any documents sent with the check.

Step 8: You may Select the Grant this Donation is for

If the transaction is for a grant, select the correct grant to track it.

*You may also leave this blank if the check is not connected to a Grant.

Step 9: Mark the Transaction as Complete and Click Save

Finally, review all the details to ensure they are correct, mark the transaction as Complete.

Then click Save.

Step 10: Great! Now this Check is Marked as Complete and Shows in your P&L

When a transaction is marked as complete, you can see the green check in your transactions list. All complete transactions contribute to your live P&L.

Contact Our Team

Please contact our team if you have any questions: [email protected].