Categorizing Mazlo Transactions
How to update transaction details in Mazlo and mark them complete.
Every transaction in Mazlo—whether it’s a card purchase or a deposited check—needs a few details added before it’s ready for reporting and compliance. Completing these details helps your team stay audit-ready, ensures accurate financial reports, and makes it easier to track spending and funding sources over time.
The link below covers how to update transaction details for both expenses and deposits, with clear steps for each type. Use the section that matches the transaction you’re working on.
Each transaction needs:
- Accounting Code
- Contact
- Documentation (i.e., invoice or receipt) with the exception of donations made via Givebutter, Fundrazr, or Mazlo campaigns.
Set the Accounting Status
Accounting statuses help you communicate the review state of a transaction to your team or fiscal sponsor. These statuses are set manually and do not move money or change balances. They are used to show progress, flag issues, and indicate when a transaction is finalized for accounting purposes.
When a transaction has the following information, you will mark the transaction as Complete. NOPI will review and mark the transaction approved to lock it.
Here’s what each status means:
-
None
No accounting status has been set yet. This usually means the transaction has not been reviewed. -
Needs Info
The transaction is missing required details or needs clarification before it can be finalized. -
Flagged
The transaction needs attention. This may be due to a question, concern, or internal review issue. -
Complete
The transaction has been reviewed, and all required information is present. No further action is needed at this time. -
Approved
The transaction has been approved by an organization admin. Once approved, the transaction is locked and cannot be updated. This typically means it has been exported to accounting software.