Using LOXA on mobile

How do I use date filters on a phone in LOXA?

Open the report or payment filter and tap each full-width date field. The selected range fits without horizontal scrolling.

For
All organization roles, Tenant
Updated
August 9, 2026
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 the start and end dates ready before you begin.

Step by step

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

  2. Open the report or payment filter and tap each full-width date field

  3. Enter or review the start and end dates.

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

  5. Verify that the selected range fits without horizontal scrolling.

What should happen

The selected range fits without horizontal scrolling.

Open this workflow in LOXA