How to Verify Paxy Answers

Last reviewed: June 11, 2026

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Use this workflow to review a Paxy answer before making a business decision from it.

When to verify

Verify Paxy answers whenever the result affects accounting, customer communication, purchasing, inventory, production, shipping, system setup, or management decisions.

Paxy is useful for fast guidance and reporting, but users should still confirm important answers against source records, formal reports, support pages, or the workflow that owns the data.

Before you start

You need:

  • The original Paxy question.
  • The Paxy answer.
  • Details, Notes, and Sources for workflow-help answers when available.
  • Findings, notes, row count, and CSV export for data-report answers when needed.
  • Access to the PAX screen, report, or support page that owns the answer.

Screen path

Dashboard > Paxy launcher > Review answer

Steps

  1. Confirm whether the answer is workflow help, a data report, or a casual response.
  2. Read the main answer first.
  3. For workflow-help answers, expand Details and Notes if they appear.
  4. For workflow-help answers, open the Sources links and compare the answer to the referenced support pages.
  5. For data-report answers, review Findings.
  6. For data-report answers, review Notes for caveats, row caps, or interpretation warnings.
  7. Check the data-report row count and whether a preview cap was applied.
  8. Export CSV if you need row-level support.
  9. Compare the source rows against the normal PAX screen or report.
  10. Ask a narrower follow-up question if the answer is too broad.
  11. Use the normal PAX workflow for any correction, posting, adjustment, or record change.

Do not use a Paxy answer alone to justify forcing accounting, inventory, costing, or audit results.

Where to verify common answers

Paxy question type Verify in PAX
Workflow or screen help Use the Sources links at the bottom of Paxy's answer, then verify the screen or workflow in PAX.
Customer sales, invoice totals, overdue invoices, customer statements Invoicing Overview, Invoice Report Overview, Sales Analysis Report Overview, AR Aging Report Overview
Open orders, backlog, backorders, part demand Open Orders Overview, Open Orders by Part Number Overview, Backlog Report Overview, Backorder Report Overview
Inventory on hand, lot details, inventory value, usage Parts Overview, Inventory Item Detail Overview, Inventory Lot Detail Overview, Detailed Inventory Report Overview
Manufacturing, work orders, BOMs, routers, labor, completions Work Orders Overview, Work Order Detail Overview, BOMs Overview, Routers Overview, Log Labor / WIP to FG Overview
Vendor activity, purchase orders, receipts, payables Purchase Orders Overview, Open Purchase Orders Overview, Receiving Overview, Vendor Invoices Overview, AP Aging Report Overview
GL, trial balance, income statement, balance sheet, projects General Ledger Overview, Trial Balance Overview, Income Statement Overview, Balance Sheet Overview, Projects Overview
Tax and compliance Sales Tax by City Overview, 1099 Vendor Report Overview, Invoice Revenue Reconciliation Overview

What happens behind the scenes

Workflow-help answers are based on selected PAX support docs. Paxy can use up to seven selected Markdown pages for one help answer and returns links to the normal public support pages.

Data-report answers are based on a capped reporting result. The chat preview is capped at 500 rows and 50 columns. PDF supporting detail is capped at 50 rows and 6 columns. CSV export can include more rows, up to the 25,000-row export cap.

Data-report CSV and PDF exports can include source tables, source fields, and calculation notes when available. Use those notes to understand whether the answer is based on invoices, sales orders, receipts, journal entries, or another data source.

Troubleshooting

The workflow answer does not match the screen

Likely cause: The support page may be outdated, the question may have matched the wrong page, or the screen may have changed.

Safe fix: Open the Sources links, verify the current screen in PAX, and ask a narrower follow-up question with the exact screen or button name.

Contact support if: The support page and current screen disagree.

The answer looks too high or too low

Likely cause: The question may have used a different basis than expected, such as invoice date instead of order date, invoice totals instead of line totals, or all statuses instead of open records.

Safe fix: Ask a narrower follow-up question that states the basis clearly.

Contact support if: The source rows are wrong or contradict the normal report.

The CSV rows do not match the answer I expected

Likely cause: The question may have been interpreted differently than intended.

Safe fix: Review the report basis lines at the top of the CSV and ask a corrected question.

Contact support if: The report basis is correct but the rows are inaccurate.

I need to correct a record after reviewing Paxy

Likely cause: Paxy found a data issue or explained a workflow, but Paxy cannot make changes.

Safe fix: Use the normal PAX screen or workflow that owns the record. Do not make a manual journal entry, inventory adjustment, or workaround unless that is the correct approved workflow.

Contact support if: The correct workflow is blocked or unclear.

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