Leases

How do I set lease start and end dates in LOXA?

Enter the effective start and end dates on the lease form. Renewal and overdue reporting use the saved dates.

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

Before you start

  • You need access to the Leases workflow in your LOXA role.
  • Have the dates in the executed agreement ready before you begin.

Step by step

  1. Sign in to LOXA and open Leases.

  2. Enter the effective start and end dates on the lease form

  3. Enter or review the dates in the executed agreement.

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

  5. Verify that renewal and overdue reporting use the saved dates.

What should happen

Renewal and overdue reporting use the saved dates.

Open this workflow in LOXA