Security deposits

How do I review total held and returned deposits in LOXA?

Open the Deposits overview and read its summary. Held and returned amounts can be reconciled.

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 current filters and deposit activity ready before you begin.

Step by step

  1. Sign in to LOXA and open Security deposits.

  2. Open the Deposits overview and read its summary

  3. Enter or review current filters and deposit activity.

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

  5. Verify that held and returned amounts can be reconciled.

What should happen

Held and returned amounts can be reconciled.

Open this workflow in LOXA