Skip to main content

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.

An audit is a one-shot diagnostic run across a date range. PX inspects every reservation in the range, compares it against your business model, your tax configuration, and your PMS catalog, then reports findings. Audits do not modify your PMS. They are read-only diagnostics.

Run an audit

Pick a date range, choose a listing, click Generate.

Understanding findings

Severity, expected vs actual, config source, reasoning.

Check categories

Every check PX runs by PMS.

Export PDF

Download a shareable audit report.

​
When to run an audit

  • Period close - run a 30-day or 60-day audit at the end of each accounting period.
  • Owner statement prep - run before sending statements to catch issues that affect payouts.
  • After a configuration change - changed a tax rate or commission percent? Audit the affected period to verify the new rules are applied.
  • Onboarding a new owner / property - audit recent history to validate the new business model.
  • Investigation - when a specific booking looks wrong, audit a narrow window with a listing filter.

​
What an audit returns

A successful audit returns a structured response with three layers:

​
Summary

  • Reservations Audited - total bookings in scope.
  • Issues Found - reservations with at least one finding.
  • Verdict - one of CLEAN, UNDERPAID, OVERPAID. The verdict reflects the net financial direction.

​
Per-reservation results

A table with one row per reservation:
  • Confirmation code (linked to the PMS where applicable).
  • Listing, guest, channel, status.
  • Number of findings.
  • Net discrepancy (positive when you under-collected, negative when you over-collected).
Click a row to expand it - the expansion shows:
  • Line items - rent, fees, taxes, expenses on the booking.
  • Findings - the detailed list with severity, expected, actual, difference, source, and reasoning.

​
Findings breakdown

A grid of finding types with counts. Click a type to filter the results table.

​
Constraints

  • The audit window cannot exceed 62 days. For longer ranges, run multiple audits back to back.
  • The Generate button is disabled when:
    • The range exceeds 62 days.
    • Start date is after end date.
    • You have not connected a PMS yet.

​
How long does an audit take?

It depends on how many reservations are in the window. As a rough guide, PX checks about 80 reservations per minute, so:
  • A small portfolio over a month: usually under a minute or two.
  • A large portfolio over the full 62-day window: a few minutes, sometimes up to ten on the busiest accounts.
While the audit runs, leave the tab open - you can keep working elsewhere on your computer; just don’t close the browser or navigate this tab to another PX page. An elapsed-time card shows progress, and your results appear on this same page when it finishes.