Using LOXA on mobile

How do I record a deposit on a phone in LOXA?

Open Payments, choose Deposits, and select Record deposit. The stacked form saves the deposit.

LOXA Using LOXA on mobile screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Using LOXA on mobile workflow in your LOXA role.
  • Have tenant, lease, amount, date, and notes ready before you begin.

Step by step

  1. Sign in to LOXA and open Using LOXA on mobile.

  2. Open Payments, choose Deposits, and select Record deposit

  3. Enter or review tenant, lease, amount, date, and notes.

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

  5. Verify that the stacked form saves the deposit.

What should happen

The stacked form saves the deposit.

Open this workflow in LOXA