Security deposits

How do I open deposit details in LOXA?

Select a deposit record from the list. The deposit detail shows its movement history.

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 original amount, held amount, lease, dates, and activity ready before you begin.

Step by step

  1. Sign in to LOXA and open Security deposits.

  2. Select a deposit record from the list

  3. Enter or review original amount, held amount, lease, dates, and activity.

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

  5. Verify that the deposit detail shows its movement history.

What should happen

The deposit detail shows its movement history.

Open this workflow in LOXA