Dashboard and daily work

How do I create a lease from the dashboard in LOXA?

Select + Lease in the dashboard action row. The active lease appears on the related records.

For
Organization owner, Organization admin, Property manager, Accountant, Viewer
Updated
August 9, 2026
LOXA Dashboard and daily work screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Dashboard and daily work workflow in your LOXA role.
  • Have tenant, property, unit, dates, and rent terms ready before you begin.

Step by step

  1. Sign in to LOXA and open Dashboard and daily work.

  2. Select + Lease in the dashboard action row

  3. Enter or review tenant, property, unit, dates, and rent terms.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that the active lease appears on the related records.

What should happen

The active lease appears on the related records.

Open this workflow in LOXA