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.

The Properties page is your portfolio at a glance and the entry point for drilling into a single listing.
Properties page

Header actions

  • Add Manually - opens a form to create a property that is not in your PMS. Useful for off-platform inventory you want tracked in PX.
  • Sync from [PMS] - triggers a full re-fetch of your listings. The button label changes to match your active provider.

The table

ColumnWhat it shows
NameProperty name with thumbnail. Sortable. Click to open the property detail page.
TypeThe PMS property type (apartment, house, etc.).
Base Nightly RateGuesty only - hidden for OwnerRez accounts.
StatusActive or Inactive.
Business ModelThe business model assigned to this property (or empty).
UnresolvedCount of unresolved findings. Sortable.
In ProgressCount of findings currently being auto-fixed. Sortable.
Auto-FixPer-property toggle.
Above the table:
  • Search properties… - filters the table by property name in real time.
  • Page size dropdown - 25 / 50 / 100 / 200 per page. Defaults to 50.
  • Auto-fix all toggle in the card header - flips auto-fix on or off for every property at once.
Pagination controls (Previous, Next, Page X of Y) appear at the bottom.

First-time experience

If you just connected a PMS and have not synced yet, the page is empty and PX automatically triggers a sync in the background. You will see a loading state, then the table populates. If you have not configured PMS credentials, the empty state prompts: Configure your PMS credentials in Settings, then sync.

Auto-fix toggles

There are two layers:
  • Per property - the toggle on each row, which is the default control.
  • Globally - the Auto-fix all toggle in the header. Flipping this updates every property at once.
When auto-fix is on for a property:
  • Unresolved findings on that property show Fix in Progress instead of the Start Fix / Dismiss buttons.
  • PX processes the fixes asynchronously - you do not have to wait on the page.
When auto-fix is off:
  • Findings stay unresolved until you act on them from the property detail page.
See Auto-fix for the full behavior.

Triggering a sync

Click Sync from [PMS] to re-fetch your listings. Sync is idempotent - running it twice is safe and only updates rows where data changed. If a sync fails, an error banner appears at the top of the page with the reason. The most common causes are:
  • Expired credentials (re-connect under Settings).
  • PMS rate limit hit (wait, then retry).
  • A specific listing failed to parse - PX skips it and continues; the rest still sync.

What’s next

Property detail

Issues, reservations, and PMS config for a single listing.

Auto-fix

What auto-fix does and when to use it.