Tenants and resident records

How do I find tenants with overdue balances in LOXA?

Open Tenants and use the late or balance information. Overdue residents can be opened for follow-up.

For
Organization owner, Organization admin, Property manager, Accountant
Updated
August 9, 2026
LOXA Tenants and resident records screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Tenants and resident records workflow in your LOXA role.
  • Have late amount and tenant location ready before you begin.

Step by step

  1. Sign in to LOXA and open Tenants and resident records.

  2. Open Tenants and use the late or balance information

  3. Enter or review late amount and tenant location.

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

  5. Verify that overdue residents can be opened for follow-up.

What should happen

Overdue residents can be opened for follow-up.

Open this workflow in LOXA