Security deposits

How do I return part of a deposit in LOXA?

Open Return deposit and enter the approved return amount. The remaining held balance stays visible.

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 partial return amount, date, and reference ready before you begin.

Step by step

  1. Sign in to LOXA and open Security deposits.

  2. Open Return deposit and enter the approved return amount

  3. Enter or review partial return amount, date, and reference.

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

  5. Verify that the remaining held balance stays visible.

What should happen

The remaining held balance stays visible.

Open this workflow in LOXA