Organization settings

How do I open fee and late-fee settings in LOXA?

Open Settings, then Fees and late fees. The current policy configuration appears.

LOXA Organization settings screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Organization settings workflow in your LOXA role.
  • Have processing-fee and late-fee policy choices ready before you begin.

Step by step

  1. Sign in to LOXA and open Organization settings.

  2. Open Settings, then Fees and late fees

  3. Enter or review processing-fee and late-fee policy choices.

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

  5. Verify that the current policy configuration appears.

What should happen

The current policy configuration appears.

Open this workflow in LOXA