Security deposits

How do I understand why a deposit requires a lease in LOXA?

Create or select the tenant's lease before opening the deposit form. LOXA can route the held funds to the correct owner's trust account.

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, property, unit, and active lease ready before you begin.

Step by step

  1. Sign in to LOXA and open Security deposits.

  2. Create or select the tenant's lease before opening the deposit form

  3. Enter or review tenant, property, unit, and active lease.

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

  5. Verify that LOXA can route the held funds to the correct owner's trust account.

What should happen

LOXA can route the held funds to the correct owner's trust account.

Open this workflow in LOXA