Getting started

How do I create the first lease during setup in LOXA?

Open Create lease after a property unit and tenant exist. The lease starts the tenant ledger.

LOXA Getting started screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Getting started workflow in your LOXA role.
  • Have tenant, property, unit, dates, rent, due day, and grace period ready before you begin.

Step by step

  1. Sign in to LOXA and open Getting started.

  2. Open Create lease after a property unit and tenant exist

  3. Enter or review tenant, property, unit, dates, rent, due day, and grace period.

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

  5. Verify that the lease starts the tenant ledger.

What should happen

The lease starts the tenant ledger.

Open this workflow in LOXA