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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.

Click any row in the Properties table to open the property detail page. The page has three tabs: Overview, Reservations, and PMS Config.
Property detail

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Header

The top of the page shows:
  • A back button to the Properties list.
  • The property thumbnail, name, status badge, and business model badge.
  • The full address.
  • The per-property Auto-Fix toggle.
Below the header is a grid of property info cards: Type, Bedrooms, Bathrooms, Guests, Base Nightly Rate (Guesty only), and Cleaning Fee (Guesty only). If the property has an owner mapped in your PMS, an Owner card shows the owner’s name, email, and phone inline. There is no separate Owners page - owner info lives here. See Property owners.

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Overview tab

The Overview tab is the primary view for issue management. KPI cards:
  • Unresolved - findings not yet acted on.
  • Fix in Progress - auto-fix is processing these.
  • Total Issues (All Time).
  • Fixed (All Time).
Issue filter dropdown - narrows the issue list by type:
  • All Issue Types (default)
  • Missing Payment
  • Overcharge
  • Records Don’t Balance
  • Deposit Not Cleared
  • Wrong Entry Date
  • Deposit Mismatch
  • Missing Deposit Records
Issue list - one row per finding, expandable for detail:
  • Severity badge (error / warning / info).
  • Status badge (unresolved / in progress / fixed / dismissed).
  • Issue type label.
  • One-line description.
  • Detected date and (if applicable) fixed date.
Action buttons depend on auto-fix state:
  • Auto-fix off + unresolved - Start Fix and Dismiss buttons appear.
  • Auto-fix on + unresolved - Fix in Progress badge replaces the buttons.
  • Fixed or dismissed - icon only.
Help text above the list reflects the auto-fix state:
  • “Auto-fix is enabled. Issues will be processed automatically.”
  • “Review and manage detected issues. Showing issues from the last 90 days.”

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Reservations tab

Browse this property’s reservations and click any row to open the accounting folio. Filters (three dropdowns):
  • Look-back range: Last 30 days / Last 90 days / Last 180 days.
  • Look-forward range: Next 0 days / Next 30 days / Next 90 days.
  • Status: All / Confirmed / Reserved / Checked-In / Checked-Out / Canceled / Pending / Inquiry.
Refresh button on the right re-fetches reservations from the PMS. Each reservation row shows:
  • Confirmation code (monospace).
  • Status badge.
  • Paid badge if fully paid.
  • Balance Due badge if a balance remains.
  • Guest name, dates, nights, channel, business model.
  • Host payout (primary number).
  • Gross total (shown if it differs from host payout).
Click a reservation to open the Folio modal, which shows the accounting detail:
  • On Guesty - journal entries from Guesty’s accounting engine.
  • On OwnerRez - charges + payments + refunds + deposits assembled into a folio.

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PMS Config tab

Read-only view of how this listing is configured in your PMS. On OwnerRez:
  • The OwnerRez Catalog renders, filtered to entries scoped to this listing.
  • You can confirm or edit catalog rows here without leaving the property.
On Guesty:
  • A Refresh button at the top.
  • Three lazy-loaded sections:
    • Account Fees - account-level fees that may apply to this listing.
    • Account Taxes - account-level tax rules.
    • Channel Commissions - per-channel commission rules from your Guesty config.
  • Help text: “Read-only fees, taxes, and channel commissions configured in your PMS for this listing.”
If Guesty fails to return config, an error banner explains why (most often: scope or temporary API outage).

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What’s next

Auto-fix

Per-property and global behavior.

Run an audit on one property

Use the listing filter on the Audits page to scope to this property.