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Documentation Index

Fetch the complete documentation index at: https://docs.pxaccounting.com/llms.txt

Use this file to discover all available pages before exploring further.

The Settings page is the home for everything that affects your account globally - connecting a PMS, watching integration health, setting your timezone, managing billing, and (when needed) deleting the account.
Settings page
The page is organized into cards:
  1. PMS Connection
  2. Integration Status
  3. Account Preferences
  4. Billing & Subscription
  5. Danger Zone

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PMS Connection

Connect, swap, or disconnect a PMS. Pick a provider: Once connected, the card shows the active provider and offers a Delete button to remove the credentials. You can only have one active PMS at a time. Switching providers requires deleting the existing credentials first.

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Integration Status

Three lights, one for each subsystem:
  • Admin - PX can authenticate against the PMS admin API.
  • OAuth - the access token is valid and stored encrypted.
  • Webhook - PX successfully registered its webhook endpoint with your PMS.
Each light is green when healthy and red with an error message when not. A Refresh button at the top of the panel re-runs the checks. Common red-light causes:
  • Admin red - wrong Client ID, deleted application, or insufficient scope.
  • OAuth red - expired or revoked token. Reconnect via the PMS Connection card.
  • Webhook red - PMS plan limits, invalid URL, or webhook quota exhausted.
Click each light to expand for the underlying error string.

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Account Preferences

Currently a single setting:
  • Timezone - dropdown of US timezones (Pacific, Mountain, Central, Eastern, Alaska, Hawaii). Affects how dates display across PX.
See Timezone for what the timezone setting affects (and what it does not).

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Billing & Subscription

Manage your payment method:
  • No payment method - displays an Add Payment Method button that opens Stripe Checkout in a new tab.
  • Card on file - displays the brand and last 4 (e.g., Visa ending in 4242) plus expiration. Remove button to delete.
  • Bank account on file - displays the bank name and last 4. Remove button to delete.
See Billing for the full billing workflow.

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Danger Zone

A single button: Delete Account. Clicking it opens a confirmation dialog with a 2FA-style verification step. Deleting:
  • Removes your PMS credentials.
  • Removes business models, tax configuration, and audit history.
  • Cancels billing.
  • Logs you out.
Irreversible. See Delete account.

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Layout notes

The Settings page is the first stop for new users. PX redirects new sign-ins here when no PMS is configured because nothing else works without a PMS connection. Existing users typically only return to Settings to:
  • Refresh integration status after a PMS-side change.
  • Update timezone after moving offices.
  • Replace a payment method.
  • Disconnect when offboarding.