Security deposits

How do I return a full deposit in LOXA?

Open the held deposit and choose Return deposit for the full held amount. The deposit status becomes Returned.

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 return date, method, and reference ready before you begin.

Step by step

  1. Sign in to LOXA and open Security deposits.

  2. Open the held deposit and choose Return deposit for the full held amount

  3. Enter or review return date, method, and reference.

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

  5. Verify that the deposit status becomes Returned.

What should happen

The deposit status becomes Returned.

Open this workflow in LOXA