LOXA HELP CENTER
How can we help?
Step-by-step answers for owners, administrators, managers, accountants, and residents.
200 tutorials across 20 topics
10 guides
Getting started
Create an account, structure a portfolio, and finish the setup chain in the right order.
- How do I create a LOXA organization?
- How do I choose the correct first setup step in LOXA?
- How do I resume onboarding after leaving the dashboard in LOXA?
- How do I understand locked onboarding steps in LOXA?
- How do I add the first owner during setup in LOXA?
- How do I add the first property during setup in LOXA?
- How do I add the first tenant during setup in LOXA?
- How do I create the first lease during setup in LOXA?
- How do I finish optional onboarding tasks in LOXA?
- How do I confirm that portfolio setup is complete in LOXA?
10 guides
Dashboard and daily work
Use Today as an action queue for overdue rent, renewals, and the records that need attention.
- How do I read the Today dashboard in LOXA?
- How do I open an overdue tenant from the dashboard in LOXA?
- How do I see how many days a balance is late in LOXA?
- How do I open a lease that is nearing renewal in LOXA?
- How do I create a tenant from the dashboard in LOXA?
- How do I create a property from the dashboard in LOXA?
- How do I create a lease from the dashboard in LOXA?
- How do I add insurance from the dashboard in LOXA?
- How do I add a document from the dashboard in LOXA?
- How do I tell when the dashboard has no urgent work in LOXA?
10 guides
Owners and money routing
Create legal owners, assign properties, and review where rent and deposits route.
- How do I add the first owner in LOXA?
- How do I choose an owner entity type in LOXA?
- How do I edit an owner's contact details in LOXA?
- How do I assign a property to an owner in LOXA?
- How do I review every property held by an owner in LOXA?
- How do I connect an owner to Stripe in LOXA?
- How do I finish owner payout onboarding in LOXA?
- How do I review an owner's verified payout bank in LOXA?
- How do I manage an owner's Stripe payout details in LOXA?
- How do I confirm where a rent payment goes in LOXA?
10 guides
Properties and units
Add addresses, choose property types, create units, and keep occupancy records connected.
- How do I create a property in LOXA?
- How do I choose the correct property type in LOXA?
- How do I add a unit to a property in LOXA?
- How do I name a commercial suite in LOXA?
- How do I record unit square footage in LOXA?
- How do I change a unit's status in LOXA?
- How do I edit a property address in LOXA?
- How do I move a property to a different owner in LOXA?
- How do I review leases connected to a property in LOXA?
- How do I find vacant units in LOXA?
10 guides
Tenants and resident records
Create tenant profiles, connect leases, review balances, and manage portal details.
- How do I create a tenant in LOXA?
- How do I send a tenant portal invitation in LOXA?
- How do I edit tenant contact information in LOXA?
- How do I add a tenant billing address in LOXA?
- How do I review a tenant's active lease in LOXA?
- How do I open a tenant ledger in LOXA?
- How do I find tenants with overdue balances in LOXA?
- How do I configure tenant custom fields in LOXA?
- How do I complete a tenant's required profile fields in LOXA?
- How do I find the property and unit for a tenant in LOXA?
10 guides
Leases
Create lease records, connect the right unit and tenant, and maintain dates and rent terms.
- How do I create a lease in LOXA?
- How do I select the correct unit for a lease in LOXA?
- How do I set lease start and end dates in LOXA?
- How do I set the monthly base rent in LOXA?
- How do I set the rent due day in LOXA?
- How do I set a grace period in LOXA?
- How do I review a lease from a tenant record in LOXA?
- How do I review a lease from a property record in LOXA?
- How do I upload a signed lease in LOXA?
- How do I prepare for a lease renewal in LOXA?
10 guides
Charges and payments
Track charges, record payments, filter history, and keep refunds on the same ledger.
- How do I record a manual payment in LOXA?
- How do I find a payment by tenant in LOXA?
- How do I find a payment by property in LOXA?
- How do I search by payment reference in LOXA?
- How do I filter payments by status in LOXA?
- How do I read collected, refunded, and net totals in LOXA?
- How do I open payment details in LOXA?
- How do I issue a full refund in LOXA?
- How do I issue a partial refund in LOXA?
- How do I export payment history in LOXA?
10 guides
Security deposits
Record held funds, connect deposits to leases, and document returns and deductions.
- How do I record a security deposit in LOXA?
- How do I connect a deposit to a lease in LOXA?
- How do I understand why a deposit requires a lease in LOXA?
- How do I filter deposits by status in LOXA?
- How do I search deposits by tenant in LOXA?
- How do I open deposit details in LOXA?
- How do I return a full deposit in LOXA?
- How do I return part of a deposit in LOXA?
- How do I itemize deposit deductions in LOXA?
- How do I review total held and returned deposits in LOXA?
10 guides
Insurance
Track tenant liability and owner property coverage, policy dates, and follow-up reminders.
- How do I add a tenant liability policy in LOXA?
- How do I add an owner property policy in LOXA?
- How do I upload an insurance certificate in LOXA?
- How do I confirm an insurance policy in LOXA?
- How do I find policies expiring soon in LOXA?
- How do I identify an expired policy in LOXA?
- How do I send an insurance reminder in LOXA?
- How do I configure insurance reminder timing in LOXA?
- How do I correct an insurance policy number in LOXA?
- How do I review coverage for one tenant or property in LOXA?
10 guides
Common area maintenance
Create CAM periods, load expenses, set tenant shares, and prepare reconciliation statements.
- How do I create a CAM period in LOXA?
- How do I add a CAM expense in LOXA?
- How do I attach an invoice to a CAM expense in LOXA?
- How do I choose a CAM expense category in LOXA?
- How do I exclude a category from one tenant's share in LOXA?
- How do I set a CAM allocation basis in LOXA?
- How do I enter monthly CAM estimates in LOXA?
- How do I apply a CAM cap in LOXA?
- How do I run a CAM reconciliation in LOXA?
- How do I review a tenant CAM statement in LOXA?
10 guides
Documents
Upload, filter, generate, and share files attached to the right tenant, lease, or property.
- How do I upload a document in LOXA?
- How do I attach a document to a tenant in LOXA?
- How do I attach a document to a lease in LOXA?
- How do I attach a document to a property in LOXA?
- How do I share a document with a tenant in LOXA?
- How do I stop sharing a document in LOXA?
- How do I search the document registry in LOXA?
- How do I filter documents by entity type in LOXA?
- How do I open a document's details in LOXA?
- How do I replace an outdated file in LOXA?
10 guides
Templates and e-signatures
Work with document layouts, lease templates, generated drafts, and resident signature status.
- How do I create a document layout in LOXA?
- How do I edit a document layout in LOXA?
- How do I preview a document layout in LOXA?
- How do I generate a document from a layout in LOXA?
- How do I use a LOXA lease template?
- How do I clone a lease template in LOXA?
- How do I confirm a template redaction in LOXA?
- How do I publish an organization template in LOXA?
- How do I send a document for signature in LOXA?
- How do I check whether a tenant signed in LOXA?
10 guides
Reports and exports
Run portfolio summaries, review payment totals and lease alerts, and export CSV files.
- How do I run the portfolio overview report in LOXA?
- How do I use the next 60 days report range in LOXA?
- How do I read the occupancy rate in LOXA?
- How do I find late tenants in reports in LOXA?
- How do I review rent collected this month in LOXA?
- How do I review payments in a date range in LOXA?
- How do I find overdue leases in LOXA?
- How do I find upcoming renewals in LOXA?
- How do I export the summary CSV in LOXA?
- How do I export lease alerts or payments in LOXA?
10 guides
Users and roles
Invite staff, assign supported roles, and understand which actions each role can perform.
- How do I invite a staff user in LOXA?
- How do I protect the organization owner role in LOXA?
- How do I choose the organization admin role in LOXA?
- How do I choose the property manager role in LOXA?
- How do I choose the accountant role in LOXA?
- How do I choose the viewer role in LOXA?
- How do I choose the maintenance coordinator role in LOXA?
- How do I change a user's role in LOXA?
- How do I resend account access in LOXA?
- How do I review active organization users in LOXA?
10 guides
Organization settings
Control dates, custom fields, tenant profiles, fees, and other organization-level behavior.
- How do I change the date display format in LOXA?
- How do I open rent collection settings in LOXA?
- How do I open fee and late-fee settings in LOXA?
- How do I open custom field settings in LOXA?
- How do I create a custom field in LOXA?
- How do I create a select custom field in LOXA?
- How do I make a custom field required in LOXA?
- How do I configure the tenant profile in LOXA?
- How do I reorder tenant profile fields in LOXA?
- How do I review organization settings safely in LOXA?
10 guides
Payment setup and fees
Connect Stripe, review payout readiness, configure fee responsibility, and understand payment availability.
- How do I start Stripe payment onboarding in LOXA?
- How do I resume incomplete Stripe onboarding in LOXA?
- How do I check whether charges are enabled in LOXA?
- How do I check whether payouts are enabled in LOXA?
- How do I understand why tenant payments are blocked in LOXA?
- How do I choose who pays processing fees in LOXA?
- How do I create a late-fee policy in LOXA?
- How do I leave automatic late fees off in LOXA?
- How do I review payout timing in LOXA?
- How do I verify payment setup before inviting tenants in LOXA?
10 guides
Plans and billing
Review subscription status, choose a plan, switch billing cycles, and open the billing portal.
- How do I view the current LOXA plan?
- How do I compare available plans in LOXA?
- How do I start a paid plan in LOXA?
- How do I choose monthly billing in LOXA?
- How do I choose annual billing in LOXA?
- How do I open the Stripe billing portal in LOXA?
- How do I update a subscription payment method in LOXA?
- How do I download a subscription invoice in LOXA?
- How do I understand a trial status in LOXA?
- How do I check a billing change after returning from Stripe in LOXA?
10 guides
Tenant portal
Help residents review balances, pay charges, manage profile details, use autopay, and open shared documents.
- How do I sign in to the tenant portal in LOXA?
- How do I read the tenant portal balance in LOXA?
- How do I complete tenant onboarding tasks in LOXA?
- How do I update tenant profile details in LOXA?
- How do I add a tenant payment method in LOXA?
- How do I enable tenant autopay in LOXA?
- How do I pay an open tenant charge in LOXA?
- How do I review tenant payment history in LOXA?
- How do I open a shared tenant document in LOXA?
- How do I sign a document in the tenant portal in LOXA?
10 guides
Using LOXA on mobile
Navigate phone layouts, use touch-friendly controls, and know which workflows are better on desktop.
- How do I open the mobile navigation menu in LOXA?
- How do I reach account settings on mobile in LOXA?
- How do I use date filters on a phone in LOXA?
- How do I use payment filters on a phone in LOXA?
- How do I record a deposit on a phone in LOXA?
- How do I select a state on a phone in LOXA?
- How do I upload a document on a phone in LOXA?
- How do I use the tenant portal on a phone in LOXA?
- How do I understand desktop-only document building in LOXA?
- How do I avoid losing work when switching apps in LOXA?
10 guides
Troubleshooting and account safety
Recover access, diagnose missing records, check filters, and keep account and customer data safe.
- How do I reset a forgotten password in LOXA?
- How do I choose the correct portal after signing in in LOXA?
- How do I find a record that seems missing in LOXA?
- How do I fix an empty payment report in LOXA?
- How do I fix a missing tenant document in LOXA?
- How do I understand a locked onboarding action in LOXA?
- How do I handle online payments not available in LOXA?
- How do I protect exported CSV files in LOXA?
- How do I report a suspected access problem in LOXA?
- How do I log out of LOXA on a shared device?