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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.

OwnerRez uses a one-click OAuth flow. There is nothing to copy and paste - you click a button in PX, sign in to OwnerRez, and grant access.
OwnerRez in the PMS picker

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Before you start

You will need:
  • An OwnerRez account with API access enabled (most plans include this; contact OwnerRez support if API is locked).
  • An owner-level login - sub-users may not have permission to authorize third-party apps.

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Step 1 - authorize PX

  1. In PX, open Settings.
  2. In the PMS Connection card, pick OwnerRez.
  3. Click Connect with OwnerRez.
  4. Sign in to OwnerRez when prompted.
  5. On the consent screen, click Authorize PX.
Authorize PX on OwnerRez
OwnerRez redirects you back to PX. The Integration Status panel now shows green lights for Admin, OAuth, and Webhook.
OwnerRez connected

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Step 2 - confirm the OwnerRez catalog

This step is unique to OwnerRez. You must do it before audits return useful results. The moment you authorize the connection, PX:
  1. Scans your last 18 months of bookings.
  2. Infers a catalog of taxes, fees, and commission rates from the line items it sees.
  3. Loads them into your OwnerRez Catalog marked inferred, ready for review.
You then:
  1. Open PMS Configuration in the sidebar.
  2. Walk through each row and:
    • Click Confirm if the inferred rate matches what you actually charge.
    • Edit the rate, unit (percent vs fixed), or applicability scope if needed.
    • Click Add row for any tax or fee PX did not pick up.
    • Archive entries that are out of date.
  3. Use Detect from bookings later if you want to rescan after a rate change or new booking history.
Entries can be in one of four statuses:
  • inferred - PX detected this from booking history. Not yet used by audits.
  • user-added - you created it manually.
  • confirmed - reviewed and approved. Used by audits.
  • archived - hidden, not used.
Audits use confirmed and user-added rows only. If the catalog has no usable rows, audits short-circuit with a CATALOG_EMPTY finding instead of running. See OwnerRez Catalog for the full UI walkthrough.
Where do you actually configure these rates? On OwnerRez itself - Settings -> Taxes (account-wide), Settings -> Surcharges (fees), and Property Management -> Setup & Configuration (owner commissions). PX’s catalog is your audit baseline; OwnerRez is the system of record.

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What PX reads from OwnerRez

PX has read-only access. Nothing is written back. Properties - id, name, address, bedrooms / bathrooms / max guests, currency, owner id. Synced on connect and on OwnerRez property webhooks. Owners - id, first / last name, email, properties owned. Synced with the parent property. Reservations (bookings) - id, property, status, check-in / check-out, guest name and count, channel and the channel’s reservation number, currency, totals (amount, paid, balance, refunded, host fees), block flag, cancellation snapshot. Synced on demand, on booking webhooks, and during audits. Per-charge financial data - line amount and type (accommodation / surcharge / tax / expense), taxable flag, per-charge owner-vs-commission split. Plus payments, refunds, and deposits read separately so payouts can be reconciled to bookings. Synced with the parent booking and on payment / refund / deposit webhooks. Tax / fee / commission catalog - inferred from the last 18 months of bookings, then confirmed by you in PMS Configuration -> OwnerRez Catalog. OwnerRez’s UI stays the system of record; PX’s catalog is the audit baseline. Built on Detect from bookings; not synced thereafter. Webhook events - entity_create / entity_update / entity_delete on bookings, properties, payments, refunds, and deposits, plus application_authorization_revoked (cleanly tears down the OAuth credentials).

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Removing the connection

Open Settings, scroll to the PMS Connection card, and click Delete. This revokes the OAuth token, unregisters webhooks, and leaves your existing PX data in place.

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Troubleshooting

OAuth pop-up does not return to PX. Pop-up blockers are a common cause. Allow pop-ups for pxapp.net and try again. Webhook status is red. OwnerRez may have rejected the webhook URL. Verify your OwnerRez plan includes webhook access and click Refresh. Audits return no results. The OwnerRez catalog is probably empty. Open PMS Configuration, run Detect from bookings, and confirm at least the taxes and any commission rules you charge. A booking has no inferred catalog rules. This is expected for one-off charges (cleaning fee on a single trip, manual adjustment). PX only infers rules that repeat. Add custom rows in the catalog for anything systematic.

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What’s next

OwnerRez Catalog

Confirm and edit the audit baseline.

Run an audit

Once the catalog is confirmed, run your first audit.