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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.

A business model in PX is a long-lived object. It moves through statuses, accrues versions, and survives across countless audits.

Status

Four statuses with clear semantics:
StatusMeaning
DraftWork in progress. Not used by audits.
ActiveIn use. Audits use this model for assigned properties.
InactiveDisabled, no assignments. Preserved for history.
ArchivedHidden from the default list. Audit history still references it.
You move between these from the model edit screen. Activate flips Draft to Active and triggers a diagnostics run for assigned properties. Deactivate unassigns every property and flips status. Archive hides the model from the default list while keeping it readable for history. You cannot delete a model.

Versioning

Editing the configuration of an active model creates a new version automatically.
  • The previous version becomes immutable.
  • Past audits stay consistent because they reference the version that was active on the reservation’s check-in date.
Edits to the name, description, activation date, or status do not create a new version. Edits to the configuration (commission, trust account charges, net rental income, owner taxes) do.

Version history

Open a model and look for the Version history section. PX shows a list of versions with timestamps and a diff between adjacent versions. To “revert”, edit the current version to match a prior one - PX records that as a new version with those values.

Duplicate

The Duplicate action creates a sibling model with Copy appended to the name. The duplicate starts in Draft, has no property assignments, and has its own version history starting from version 1. Use duplicate for what-if scenarios: “What if commission was 22% instead of 20%?” Build the duplicate, run an audit on a draft basis, and compare.

Filters on the list page

The Business Models list defaults to hiding archived models. The status filter dropdown has four options: All (excl. Archived), Active, Inactive, and Archived. Use the column visibility picker to show or hide columns; your selection persists across visits.

Diagnostics

A few interactions trigger a diagnostics batch run in the background:
  • First-time activation of a draft model.
  • Property assignment to an active model.
  • A configuration edit on an active model (the version bump).
Progress is visible on the Home page under Accounting Diagnostic Job Runs. If a batch is interrupted, retrying is safe - diagnostics are idempotent.