Project Knowledge Base
  • Welcome to Mazlo!
  • Getting Started
    • Accept Your Invitation to Join Mazlo
    • The Project Dashboard
    • Invite Team Members
    • Fund Your Mazlo Account via ACH
    • Wire Instructions
    • Submit a Bug Report or Feature Request to the Mazlo Team
  • Check Deposits
    • Add a New Contact for a Donor
    • Make a Mobile Check Deposit
  • Send Money
    • Add a New Contact for a Recipient and Upload a W9
    • Make a Payment Request to Your Fiscal Sponsor
  • Mazlo Cards
    • Access Your Mazlo Card Details
    • Add Your Mazlo Card to Your Virtual Wallet
    • Using Your Mazlo Card Abroad: Prohibited Countries List
  • Donation Campaigns
    • Create a New Donation Campaign
  • Transactions
    • Code a Check Deposit
    • Code an Expense Transaction and Upload a Receipt
    • Use Magic Suggestions to Tag Donors to Stripe and Mazlo Campaign Payouts
  • Declined Transactions & How to Resolve Them
  • Compliance
    • Donor Acknowledgement Letters
    • Grants
  • Settings
    • Upload the Organization's Logo
    • Build Live Profit & Loss (P&L) Statements
    • Connect Stripe to Mazlo with an API Key
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On this page
  • Introduction
  • Code a Check Deposit
  • Contact Our Team
  1. Transactions

Code a Check Deposit

This guide will explain the process of coding your transaction directly from your ledger.

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Last updated 4 months ago

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: .

support@mazlo.com