Run an audit

Open the Audits page in the sidebar.

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Set the parameters

Three controls at the top:

• Start Date - calendar picker.
• End Date - calendar picker.
• Listing - dropdown of All Listings plus every property in your account.

Validation messages appear below if something is wrong:

• “Date range exceeds 62 days” - shorten the window.
• “Start date must be before end date.” - flip the dates.

Click Generate Audit to start.

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Watch progress

While the audit runs, a loading card appears with:

• A spinning icon.
• The elapsed time since the run started.
• Status text: Running Audit…

You can leave the page - the audit continues in the background and the results are persisted under an audit ID. Coming back to the Audits page picks up where you left off.

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Read the results

Three components show up when the audit completes.

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Summary cards

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Results table

Columns: Above the table, three controls:

• Status filter - dropdown of statuses present in the results.
• All / Issues / Clean - quick filter to all rows, only rows with findings, or only clean rows.
• Expand all / Collapse all - bulk expansion of every row.

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Findings breakdown

A grid of finding types with count badges. Click any type to filter the results table to bookings with that finding.

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Drill into a reservation

Click the expand arrow on any row to see:

• Line items - the rent, fees, taxes, and expenses on the booking with amounts.
• Findings - one row per finding, showing:
  • Severity badge (error / warning / info).
  • Type label.
  • Description.
  • Expected amount.
  • Actual amount.
  • Difference (signed).
  • Config source (which configuration drove the expectation).
  • Reasoning (the formula PX used).

Use this view to understand exactly why a finding fired. Most disputes resolve as soon as you read the reasoning - either the booking is wrong, the configuration is wrong, or there is a one-off circumstance you can document.

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Export the audit as a PDF

Click Download Report above the results table to export the audit as a PDF. See Export PDF for what the PDF contains and how to share it.

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Re-running

Audits do not auto-refresh. To re-run with the same parameters:

1. Set the date range and listing again.
2. Click Generate Audit.

Each audit gets a fresh ID. There is no concept of “updating” a past audit - just generate a new one.

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Common patterns

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Period close audit

Run on the 1st of each month for the previous month:

• Start: 1st of last month.
• End: last day of last month.
• Listing: All Listings.

Save the resulting PDF to your accounting folder.

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Single-property investigation

When a specific property has unresolved findings on its detail page:

• Listing: that property.
• Range: a 7-day or 14-day window around the affected reservation.

Narrow scope means faster results and easier reading.

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Pre-statement reconciliation

Before sending owner statements:

• Range: the statement period.
• Listing: All Listings (or per-property if you statement individually).

Resolve any UNDERPAID or OVERPAID findings before publishing the statement.

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Troubleshooting

The audit returns zero results. Check the listing filter - if you picked a property with no reservations in the window, results will be empty. Also verify the PMS is still connected (Integration Status under Settings). The audit fails with an error. The most common cause is a transient PMS rate limit. Wait a minute and try again. If the failure persists, check Integration Status; expired credentials produce repeatable failures.