Dashboard and daily work

How do I read the Today dashboard in LOXA?

Open Dashboard and scan each urgency group from top to bottom. The most time-sensitive records are visible first.

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 overdue balances, due work, and renewal dates ready before you begin.

Step by step

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

  2. Open Dashboard and scan each urgency group from top to bottom

  3. Enter or review overdue balances, due work, and renewal dates.

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

  5. Verify that the most time-sensitive records are visible first.

What should happen

The most time-sensitive records are visible first.

Open this workflow in LOXA