Security deposits

How do I connect a deposit to a lease in LOXA?

Choose the specific lease in the deposit form. The deposit is traceable to the occupancy agreement.

For
Organization owner, Organization admin, Property manager, Accountant
Updated
August 9, 2026
LOXA Security deposits screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Security deposits workflow in your LOXA role.
  • Have tenant and matching active lease ready before you begin.

Step by step

  1. Sign in to LOXA and open Security deposits.

  2. Choose the specific lease in the deposit form

  3. Enter or review tenant and matching active lease.

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

  5. Verify that the deposit is traceable to the occupancy agreement.

What should happen

The deposit is traceable to the occupancy agreement.

Open this workflow in LOXA