Dashboard and daily work

How do I open an overdue tenant from the dashboard in LOXA?

Select the tenant row inside Rent overdue. The tenant ledger opens for follow-up.

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 name, days late, property, and amount ready before you begin.

Step by step

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

  2. Select the tenant row inside Rent overdue

  3. Enter or review tenant name, days late, property, and amount.

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

  5. Verify that the tenant ledger opens for follow-up.

What should happen

The tenant ledger opens for follow-up.

Open this workflow in LOXA