# PAX ERP Documentation

### Getting Started
- [Dashboard Overview](https://www.paxerp.com/docs/dashboard-overview)

### Sales
- [Sales Overview](https://www.paxerp.com/docs/sales/sales-overview)

#### Create Order
- [Create Order Overview](https://www.paxerp.com/docs/sales/create-order-overview)
- [How to Create Order](https://www.paxerp.com/docs/sales/how-to-create-order)

#### Open Orders
- [Open Orders Overview](https://www.paxerp.com/docs/sales/open-orders-overview)
- [How to Review Open Orders](https://www.paxerp.com/docs/sales/how-to-review-open-orders)
- [Edit Order Overview](https://www.paxerp.com/docs/sales/edit-order-overview)
- [How to Edit Order](https://www.paxerp.com/docs/sales/how-to-edit-order)
- [How to Print Order](https://www.paxerp.com/docs/sales/how-to-print-order)
- [How to Print Invoice from Open Orders](https://www.paxerp.com/docs/sales/how-to-print-invoice-from-open-orders)
- [How to Fulfill Non-Inventory Order](https://www.paxerp.com/docs/sales/how-to-fulfill-non-inventory-order)

#### Invoicing
- [Invoicing Overview](https://www.paxerp.com/docs/sales/invoicing-overview)
- [Invoice Detail Overview](https://www.paxerp.com/docs/sales/invoice-detail-overview)
- [How to Review Invoices](https://www.paxerp.com/docs/sales/how-to-review-invoices)
- [How to View/Edit Invoice Details](https://www.paxerp.com/docs/sales/how-to-view-edit-invoice-details)
- [How to Print Invoice](https://www.paxerp.com/docs/sales/how-to-print-invoice)
- [How to Print Packing List](https://www.paxerp.com/docs/sales/how-to-print-packing-list)
- [How to Email Invoice](https://www.paxerp.com/docs/sales/how-to-email-invoice)

#### Customers
- [Customers Overview](https://www.paxerp.com/docs/sales/customers-overview)
- [Customer Detail Overview](https://www.paxerp.com/docs/sales/customer-detail-overview)
- [How to Add Customer](https://www.paxerp.com/docs/sales/how-to-add-customer)
- [How to Bulk Upload Customers](https://www.paxerp.com/docs/sales/how-to-bulk-upload-customers)
- [How to Bulk Upload Customer Addresses](https://www.paxerp.com/docs/sales/how-to-bulk-upload-customer-addresses)
- [How to Bulk Upload Contacts](https://www.paxerp.com/docs/sales/how-to-bulk-upload-contacts)

#### Payments
- [Payments Overview](https://www.paxerp.com/docs/sales/payments-overview)
- [How to Log Payment](https://www.paxerp.com/docs/sales/how-to-log-payment)
- [How to Log Payment Without Invoice](https://www.paxerp.com/docs/sales/how-to-log-payment-without-invoice)

#### Sales Reports
- [Sales Reports Overview](https://www.paxerp.com/docs/sales/reports-overview)
- [Sales Analysis Report Overview](https://www.paxerp.com/docs/sales/reports/sales-analysis-report-overview)
- [Sales Analysis Detail Report Overview](https://www.paxerp.com/docs/sales/reports/sales-analysis-detail-report-overview)
- [Open Orders by Part Number Overview](https://www.paxerp.com/docs/sales/reports/open-orders-by-part-number-overview)
- [Customer Address Lookup Overview](https://www.paxerp.com/docs/sales/reports/customer-address-lookup-overview)
- [Customer Addresses Report Overview](https://www.paxerp.com/docs/sales/reports/customer-addresses-report-overview)
- [Customer Lifetime Value Overview](https://www.paxerp.com/docs/sales/reports/customer-lifetime-value-overview)
- [Customer Statement Overview](https://www.paxerp.com/docs/sales/reports/customer-statement-overview)
- [Overdue Invoices Report Overview](https://www.paxerp.com/docs/sales/reports/overdue-invoices-report-overview)
- [AR Aging Report Overview](https://www.paxerp.com/docs/sales/reports/ar-aging-report-overview)
- [Daily Cash Receipts Report Overview](https://www.paxerp.com/docs/sales/reports/daily-cash-receipts-report-overview)
- [Invoice Report Overview](https://www.paxerp.com/docs/sales/reports/invoice-report-overview)

### Finance
- [Finance Overview](https://www.paxerp.com/docs/finance/finance-overview)

#### Receivables
- [Receivables Overview](https://www.paxerp.com/docs/finance/receivables-overview)
- Invoices: [Invoicing Overview](https://www.paxerp.com/docs/sales/invoicing-overview)
- Customer Payments: [Payments Overview](https://www.paxerp.com/docs/sales/payments-overview)
- Customer invoice payment workflow: [How to Log Payment](https://www.paxerp.com/docs/sales/how-to-log-payment)
- Customer payment without invoice workflow: [How to Log Payment Without Invoice](https://www.paxerp.com/docs/sales/how-to-log-payment-without-invoice)
- AR Aging Report: [AR Aging Report Overview](https://www.paxerp.com/docs/sales/reports/ar-aging-report-overview)
- Overdue Invoices: [Overdue Invoices Report Overview](https://www.paxerp.com/docs/sales/reports/overdue-invoices-report-overview)

#### Payables
- [Payables Overview](https://www.paxerp.com/docs/finance/payables-overview)
- [Vendor Invoices Overview](https://www.paxerp.com/docs/finance/payables/vendor-invoices-overview)
- [How to Enter Vendor Invoice](https://www.paxerp.com/docs/finance/payables/how-to-enter-vendor-invoice)
- [Vendor Payments Overview](https://www.paxerp.com/docs/finance/payables/vendor-payments-overview)
- [How to Record Vendor Payment](https://www.paxerp.com/docs/finance/payables/how-to-record-vendor-payment)
- [AP Aging Report Overview](https://www.paxerp.com/docs/finance/payables/ap-aging-report-overview)
- [PO Accruals Overview](https://www.paxerp.com/docs/finance/payables/po-accruals-overview)

#### Banking
- [Banking Overview](https://www.paxerp.com/docs/finance/banking-overview)
- [Bank Reconciliation Overview](https://www.paxerp.com/docs/finance/banking/bank-reconciliation-overview)
- [How to Reconcile Bank Statement](https://www.paxerp.com/docs/finance/banking/how-to-reconcile-bank-statement)
- [Customer Refund Checks Overview](https://www.paxerp.com/docs/finance/banking/customer-refund-checks-overview)
- [How to Issue Customer Refund Check](https://www.paxerp.com/docs/finance/banking/how-to-issue-customer-refund-check)

#### Credit Cards
- [Credit Cards Overview](https://www.paxerp.com/docs/finance/credit-cards-overview)
- [CC Expenses Overview](https://www.paxerp.com/docs/finance/credit-cards/cc-expenses-overview)
- [How to Record Credit Card Expense](https://www.paxerp.com/docs/finance/credit-cards/how-to-record-credit-card-expense)
- [Credit Card Management Overview](https://www.paxerp.com/docs/finance/credit-cards/credit-card-management-overview)
- [How to Manage Credit Card Statement](https://www.paxerp.com/docs/finance/credit-cards/how-to-manage-credit-card-statement)

#### GL & Close
- [GL & Close Overview](https://www.paxerp.com/docs/finance/gl-close-overview)
- [Journal Entries Overview](https://www.paxerp.com/docs/finance/gl-close/journal-entries-overview)
- [How to Create Journal Entry](https://www.paxerp.com/docs/finance/gl-close/how-to-create-journal-entry)
- [General Ledger Overview](https://www.paxerp.com/docs/finance/gl-close/general-ledger-overview)
- [Chart of Accounts Overview](https://www.paxerp.com/docs/finance/gl-close/chart-of-accounts-overview)
- [Projects Overview](https://www.paxerp.com/docs/finance/gl-close/projects-overview)
- [Depreciation Overview](https://www.paxerp.com/docs/finance/gl-close/depreciation-overview)
- [Close Period Overview](https://www.paxerp.com/docs/finance/gl-close/close-period-overview)
- [How to Close Period](https://www.paxerp.com/docs/finance/gl-close/how-to-close-period)

#### Finance Reports
- [Finance Reports Overview](https://www.paxerp.com/docs/finance/reports-overview)
- [Balance Sheet Overview](https://www.paxerp.com/docs/finance/reports/balance-sheet-overview)
- [Income Statement Overview](https://www.paxerp.com/docs/finance/reports/income-statement-overview)
- [Journal Entries Overview](https://www.paxerp.com/docs/finance/gl-close/journal-entries-overview)
- [General Ledger Overview](https://www.paxerp.com/docs/finance/gl-close/general-ledger-overview)
- [Chart of Accounts Overview](https://www.paxerp.com/docs/finance/gl-close/chart-of-accounts-overview)
- [Trial Balance Overview](https://www.paxerp.com/docs/finance/reports/trial-balance-overview)
- [AR Aging Report Overview](https://www.paxerp.com/docs/sales/reports/ar-aging-report-overview)
- [Overdue Invoices Report Overview](https://www.paxerp.com/docs/sales/reports/overdue-invoices-report-overview)
- [Customer Statement Overview](https://www.paxerp.com/docs/sales/reports/customer-statement-overview)
- [Daily Cash Receipts Report Overview](https://www.paxerp.com/docs/sales/reports/daily-cash-receipts-report-overview)
- [AP Aging Report Overview](https://www.paxerp.com/docs/finance/payables/ap-aging-report-overview)
- [AR/AP Comparison Overview](https://www.paxerp.com/docs/finance/reports/ar-ap-comparison-overview)
- [PO Accruals Overview](https://www.paxerp.com/docs/finance/payables/po-accruals-overview)
- [Sales Tax by City Overview](https://www.paxerp.com/docs/finance/reports/sales-tax-by-city-overview)
- [Invoice Revenue Reconciliation Overview](https://www.paxerp.com/docs/finance/reports/invoice-revenue-reconciliation-overview)
- [1099 Vendor Report Overview](https://www.paxerp.com/docs/finance/reports/1099-vendor-report-overview)
- [Sales Analysis Report Overview](https://www.paxerp.com/docs/sales/reports/sales-analysis-report-overview)
- [Invoice Report Overview](https://www.paxerp.com/docs/sales/reports/invoice-report-overview)
- [Project Activity Report Overview](https://www.paxerp.com/docs/finance/reports/project-activity-report-overview)
- [Project Summary Report Overview](https://www.paxerp.com/docs/finance/reports/project-summary-report-overview)

### Manufacturing
- [Manufacturing Overview](https://www.paxerp.com/docs/manufacturing/manufacturing-overview)

#### Work Orders
- [Work Orders Overview](https://www.paxerp.com/docs/manufacturing/work-orders-overview)
- [New Work Order Overview](https://www.paxerp.com/docs/manufacturing/new-work-order-overview)
- [How to Create Work Order](https://www.paxerp.com/docs/manufacturing/how-to-create-work-order)
- [View Work Orders Overview](https://www.paxerp.com/docs/manufacturing/view-work-orders-overview)
- [Work Order Detail Overview](https://www.paxerp.com/docs/manufacturing/work-order-detail-overview)

#### Materials & Production
- [Issue Materials Overview](https://www.paxerp.com/docs/manufacturing/issue-materials-overview)
- [How to Issue Materials](https://www.paxerp.com/docs/manufacturing/how-to-issue-materials)
- [Log Labor / WIP to FG Overview](https://www.paxerp.com/docs/manufacturing/log-labor-wip-to-fg-overview)
- [How to Log Labor / WIP to FG](https://www.paxerp.com/docs/manufacturing/how-to-log-labor-wip-to-fg)

#### BOMs & Routers
- [BOMs Overview](https://www.paxerp.com/docs/manufacturing/boms-overview)
- [Routers Overview](https://www.paxerp.com/docs/manufacturing/routers-overview)

#### Manufacturing Reports
- [Manufacturing Reports Overview](https://www.paxerp.com/docs/manufacturing/reports-overview)
- [Where Used Report Overview](https://www.paxerp.com/docs/manufacturing/reports/where-used-report-overview)
- [Finished Good Lot Trace Overview](https://www.paxerp.com/docs/manufacturing/reports/finished-good-lot-trace-overview)
- [Component Lot Trace Overview](https://www.paxerp.com/docs/manufacturing/reports/component-lot-trace-overview)
- [Servicer Scrap Log Overview](https://www.paxerp.com/docs/manufacturing/reports/servicer-scrap-log-overview)

### Inventory
- [Inventory Overview](https://www.paxerp.com/docs/inventory/inventory-overview)

#### Parts & Lots
- [Parts Overview](https://www.paxerp.com/docs/inventory/parts-overview)
- [Inventory Item Detail Overview](https://www.paxerp.com/docs/inventory/inventory-item-detail-overview)
- [Inventory Lot Detail Overview](https://www.paxerp.com/docs/inventory/inventory-lot-detail-overview)
- [How to Add Inventory Item](https://www.paxerp.com/docs/inventory/how-to-add-inventory-item)
- [How to Edit Inventory Item](https://www.paxerp.com/docs/inventory/how-to-edit-inventory-item)
- [How to Delete Inventory Item](https://www.paxerp.com/docs/inventory/how-to-delete-inventory-item)
- [How to Reactivate Inventory Item](https://www.paxerp.com/docs/inventory/how-to-reactivate-inventory-item)

#### Adjustments
- [Adjustments Overview](https://www.paxerp.com/docs/inventory/adjustments-overview)
- [How to Record Physical Discrepancy](https://www.paxerp.com/docs/inventory/how-to-record-physical-discrepancy)
- [How to Write Off Inventory](https://www.paxerp.com/docs/inventory/how-to-write-off-inventory)
- [How to Record Scrap](https://www.paxerp.com/docs/inventory/how-to-record-scrap)
- [How to Correct Lot](https://www.paxerp.com/docs/inventory/how-to-correct-lot)
- [How to Convert Units](https://www.paxerp.com/docs/inventory/how-to-convert-units)
- [How to Record Sample/Giveaway](https://www.paxerp.com/docs/inventory/how-to-record-sample-giveaway)
- [How to Add New Lot](https://www.paxerp.com/docs/inventory/how-to-add-new-lot)
- [How to Correct Lot Cost](https://www.paxerp.com/docs/inventory/how-to-correct-lot-cost)

#### Cycle Counting
- [Cycle Counting Overview](https://www.paxerp.com/docs/inventory/cycle-counting-overview)
- [How to Schedule Cycle Count](https://www.paxerp.com/docs/inventory/how-to-schedule-cycle-count)
- [How to Perform Cycle Count](https://www.paxerp.com/docs/inventory/how-to-perform-cycle-count)
- [Cycle Count Detail Overview](https://www.paxerp.com/docs/inventory/cycle-count-detail-overview)

#### Inventory Reports
- [Inventory Reports Overview](https://www.paxerp.com/docs/inventory/reports-overview)
- [Aging Report (FIFO) Overview](https://www.paxerp.com/docs/inventory/reports/aging-report-fifo-overview)
- [Expiration Tracking Overview](https://www.paxerp.com/docs/inventory/reports/expiration-tracking-overview)
- [Inventory Value vs GL Overview](https://www.paxerp.com/docs/inventory/reports/inventory-value-vs-gl-overview)
- [Detailed Inventory Report Overview](https://www.paxerp.com/docs/inventory/reports/detailed-inventory-report-overview)
- [Reorder Analysis Overview](https://www.paxerp.com/docs/inventory/reports/reorder-analysis-overview)
- [Work Order Planning Overview](https://www.paxerp.com/docs/inventory/reports/work-order-planning-overview)
- [Usage Trend Report Overview](https://www.paxerp.com/docs/inventory/reports/usage-trend-report-overview)

### Shipping & Receiving
- [Shipping & Receiving Overview](https://www.paxerp.com/docs/shipping-receiving/shipping-receiving-overview)

#### Shipments
- [Create Shipment Overview](https://www.paxerp.com/docs/shipping-receiving/create-shipment-overview)
- [How to Create Shipment](https://www.paxerp.com/docs/shipping-receiving/how-to-create-shipment)
- [View Shipments Overview](https://www.paxerp.com/docs/shipping-receiving/view-shipments-overview)
- [Shipment Detail Overview](https://www.paxerp.com/docs/shipping-receiving/shipment-detail-overview)
- [How to View Shipment](https://www.paxerp.com/docs/shipping-receiving/how-to-view-shipment)

#### Shipping Quotes
- [Shipping Quotes Overview](https://www.paxerp.com/docs/shipping-receiving/shipping-quotes-overview)
- [How to Get FedEx Shipping Quote](https://www.paxerp.com/docs/shipping-receiving/how-to-get-fedex-shipping-quote)

#### Returns
- [Returns Overview](https://www.paxerp.com/docs/shipping-receiving/returns-overview)
- [Start a Return Overview](https://www.paxerp.com/docs/shipping-receiving/start-a-return-overview)
- [How to Start a Return](https://www.paxerp.com/docs/shipping-receiving/how-to-start-a-return)
- [Open Returns Overview](https://www.paxerp.com/docs/shipping-receiving/open-returns-overview)
- [How to Complete Return](https://www.paxerp.com/docs/shipping-receiving/how-to-complete-return)

#### Receiving
- [Receiving Overview](https://www.paxerp.com/docs/shipping-receiving/receiving-overview)
- [How to Receive Purchase Order](https://www.paxerp.com/docs/shipping-receiving/how-to-receive-purchase-order)

#### Shipping Reports
- [Shipping Reports Overview](https://www.paxerp.com/docs/shipping-receiving/reports-overview)
- [Backorder Report Overview](https://www.paxerp.com/docs/shipping-receiving/reports/backorder-report-overview)
- [Open Orders by Part Number Overview](https://www.paxerp.com/docs/sales/reports/open-orders-by-part-number-overview)
- [Backlog Report Overview](https://www.paxerp.com/docs/shipping-receiving/reports/backlog-report-overview)

### Purchasing
- [Purchasing Overview](https://www.paxerp.com/docs/purchasing/purchasing-overview)

#### Purchase Orders
- [Purchase Orders Overview](https://www.paxerp.com/docs/purchasing/purchase-orders-overview)
- [New Purchase Order Overview](https://www.paxerp.com/docs/purchasing/new-purchase-order-overview)
- [How to Create Purchase Order](https://www.paxerp.com/docs/purchasing/how-to-create-purchase-order)
- [Open Purchase Orders Overview](https://www.paxerp.com/docs/purchasing/open-purchase-orders-overview)
- [How to Edit Purchase Order](https://www.paxerp.com/docs/purchasing/how-to-edit-purchase-order)
- [PO Dashboard Overview](https://www.paxerp.com/docs/purchasing/po-dashboard-overview)

#### Outside Service
- [Outside Service PO Overview](https://www.paxerp.com/docs/purchasing/outside-service-po-overview)
- [How to Generate Outside Service PO](https://www.paxerp.com/docs/purchasing/how-to-generate-outside-service-po)

#### Vendors
- [Vendors Overview](https://www.paxerp.com/docs/purchasing/vendors-overview)
- [Vendor Detail Overview](https://www.paxerp.com/docs/purchasing/vendor-detail-overview)
- [How to Add Vendor](https://www.paxerp.com/docs/purchasing/how-to-add-vendor)

#### Vendor Invoices & Payments
- [Vendor Invoices Overview](https://www.paxerp.com/docs/finance/payables/vendor-invoices-overview)
- [How to Enter Vendor Invoice](https://www.paxerp.com/docs/finance/payables/how-to-enter-vendor-invoice)
- [Vendor Payments Overview](https://www.paxerp.com/docs/finance/payables/vendor-payments-overview)
- [How to Record Vendor Payment](https://www.paxerp.com/docs/finance/payables/how-to-record-vendor-payment)

#### Receiving
- [Receiving Overview](https://www.paxerp.com/docs/shipping-receiving/receiving-overview)
- [How to Receive Purchase Order](https://www.paxerp.com/docs/shipping-receiving/how-to-receive-purchase-order)

#### Purchasing Reports
- [Purchasing Reports Overview](https://www.paxerp.com/docs/purchasing/reports-overview)
- [PO Accruals Overview](https://www.paxerp.com/docs/finance/payables/po-accruals-overview)
- [Servicer Scrap Log Overview](https://www.paxerp.com/docs/manufacturing/reports/servicer-scrap-log-overview)

### CRM
- [CRM Overview](https://www.paxerp.com/docs/crm/crm-overview)

#### Prospects
- [Prospects Overview](https://www.paxerp.com/docs/crm/prospects-overview)
- [Prospect Detail Overview](https://www.paxerp.com/docs/crm/prospect-detail-overview)
- [How to Add Prospect](https://www.paxerp.com/docs/crm/how-to-add-prospect)
- [How to Filter Prospects](https://www.paxerp.com/docs/crm/how-to-filter-prospects)
- [How to Bulk Upload Prospects](https://www.paxerp.com/docs/crm/how-to-bulk-upload-prospects)
- [How to Convert Prospect to Customer](https://www.paxerp.com/docs/crm/how-to-convert-prospect-to-customer)

#### Quotes
- [Quotes Overview](https://www.paxerp.com/docs/crm/quotes-overview)
- [New Quote Overview](https://www.paxerp.com/docs/crm/quotes/new-quote-overview)
- [How to Create Quote](https://www.paxerp.com/docs/crm/quotes/how-to-create-quote)
- [Open Quotes Overview](https://www.paxerp.com/docs/crm/quotes/open-quotes-overview)
- [How to Manage Quotes](https://www.paxerp.com/docs/crm/quotes/how-to-manage-quotes)
- [Quote Reports Overview](https://www.paxerp.com/docs/crm/quotes/quote-reports-overview)
- [Quote History Overview](https://www.paxerp.com/docs/crm/quotes/reports/quote-history-overview)
- [Quote Analytics Overview](https://www.paxerp.com/docs/crm/quotes/reports/quote-analytics-overview)

#### Pipeline
- [Pipeline Overview](https://www.paxerp.com/docs/crm/pipeline-overview)
- [Opportunities Overview](https://www.paxerp.com/docs/crm/opportunities-overview)
- [How to Add Opportunity](https://www.paxerp.com/docs/crm/how-to-add-opportunity)
- [How to Manage Pipeline](https://www.paxerp.com/docs/crm/how-to-manage-pipeline)

#### Tasks
- [Tasks Overview](https://www.paxerp.com/docs/crm/tasks-overview)
- [How to Create Task](https://www.paxerp.com/docs/crm/how-to-create-task)
- [How to Complete Task](https://www.paxerp.com/docs/crm/how-to-complete-task)

#### Campaigns
- [Campaigns Overview](https://www.paxerp.com/docs/crm/campaigns-overview)
- [New Campaign Overview](https://www.paxerp.com/docs/crm/new-campaign-overview)
- [How to Create Campaign](https://www.paxerp.com/docs/crm/how-to-create-campaign)
- [Campaign Drafts & History Overview](https://www.paxerp.com/docs/crm/campaign-drafts-history-overview)
- [How to Send Campaign](https://www.paxerp.com/docs/crm/how-to-send-campaign)

#### CRM Reports
- [CRM Reports Overview](https://www.paxerp.com/docs/crm/reports-overview)
- [Sales Pipeline Overview](https://www.paxerp.com/docs/crm/reports/sales-pipeline-overview)
- [Sales Performance by User Overview](https://www.paxerp.com/docs/crm/reports/sales-performance-by-user-overview)
- [Sales Forecasting Overview](https://www.paxerp.com/docs/crm/reports/sales-forecasting-overview)
- [Email Logs Overview](https://www.paxerp.com/docs/crm/reports/email-logs-overview)
- [Customer Contact Report Overview](https://www.paxerp.com/docs/crm/reports/customer-contact-report-overview)
- [Prospects Missing Contact Info Overview](https://www.paxerp.com/docs/crm/reports/prospects-missing-contact-info-overview)

### Human Resources
- [Human Resources Overview](https://www.paxerp.com/docs/human-resources/human-resources-overview)

#### Employees
- [Employee Records Overview](https://www.paxerp.com/docs/human-resources/employee-records-overview)
- [Employee Detail Overview](https://www.paxerp.com/docs/human-resources/employee-detail-overview)
- [How to Add Employee](https://www.paxerp.com/docs/human-resources/how-to-add-employee)
- [How to Edit Employee](https://www.paxerp.com/docs/human-resources/how-to-edit-employee)

#### Attendance
- [Attendance Dashboard Overview](https://www.paxerp.com/docs/human-resources/attendance-dashboard-overview)
- [Attendance Details Overview](https://www.paxerp.com/docs/human-resources/attendance-details-overview)
- [Clock In Employee Overview](https://www.paxerp.com/docs/human-resources/clock-in-employee-overview)
- [How to Clock In Employee](https://www.paxerp.com/docs/human-resources/how-to-clock-in-employee)

#### Payroll
- [Payroll Overview](https://www.paxerp.com/docs/human-resources/payroll-overview)
- [How to Review Payroll](https://www.paxerp.com/docs/human-resources/how-to-review-payroll)

#### Human Resources Reports
- [Human Resources Reports Overview](https://www.paxerp.com/docs/human-resources/reports-overview)

### System Settings
- [System Settings Overview](https://www.paxerp.com/docs/system-settings/system-settings-overview)

#### Company
- [Tenant Configuration Overview](https://www.paxerp.com/docs/system-settings/company/tenant-configuration-overview)
- [How to Update Tenant Configuration](https://www.paxerp.com/docs/system-settings/company/how-to-update-tenant-configuration)

#### CRM Dashboard
- [CRM Dashboard Setting Overview](https://www.paxerp.com/docs/system-settings/crm/crm-dashboard-setting-overview)
- [How to Enable/Disable CRM Dashboard](https://www.paxerp.com/docs/system-settings/crm/how-to-enable-disable-crm-dashboard)

#### Communications
- [Email Configuration Overview](https://www.paxerp.com/docs/system-settings/communications/email-configuration-overview)
- [How to Configure Email](https://www.paxerp.com/docs/system-settings/communications/how-to-configure-email)
- [How to Send Test Email](https://www.paxerp.com/docs/system-settings/communications/how-to-send-test-email)
- [Email Templates Overview](https://www.paxerp.com/docs/system-settings/communications/email-templates-overview)
- [How to Edit Email Template](https://www.paxerp.com/docs/system-settings/communications/how-to-edit-email-template)
- [How to Import Canva Email Template](https://www.paxerp.com/docs/system-settings/communications/how-to-import-canva-email-template)

#### Lookups & Master Data
- [Sort Codes Overview](https://www.paxerp.com/docs/system-settings/lookups-master-data/sort-codes-overview)
- [How to Manage Sort Codes](https://www.paxerp.com/docs/system-settings/lookups-master-data/how-to-manage-sort-codes)
- [Payment Terms Overview](https://www.paxerp.com/docs/system-settings/lookups-master-data/payment-terms-overview)
- [How to Manage Payment Terms](https://www.paxerp.com/docs/system-settings/lookups-master-data/how-to-manage-payment-terms)

#### Accounting
- [Chart of Accounts Overview](https://www.paxerp.com/docs/system-settings/accounting/chart-of-accounts-overview)
- [How to Manage Chart of Accounts](https://www.paxerp.com/docs/system-settings/accounting/how-to-manage-chart-of-accounts)
- [GL Transaction Config Overview](https://www.paxerp.com/docs/system-settings/accounting/gl-transaction-config-overview)
- [How to Manage GL Transaction Config](https://www.paxerp.com/docs/system-settings/accounting/how-to-manage-gl-transaction-config)
- [Tax Rates Overview](https://www.paxerp.com/docs/system-settings/accounting/tax-rates-overview)
- [How to Import Tax Rates](https://www.paxerp.com/docs/system-settings/accounting/how-to-import-tax-rates)
- [Credit Cards Overview](https://www.paxerp.com/docs/system-settings/accounting/credit-cards-overview)
- [How to Manage Credit Cards](https://www.paxerp.com/docs/system-settings/accounting/how-to-manage-credit-cards)
- [Work Order Overhead Rate Overview](https://www.paxerp.com/docs/system-settings/accounting/work-order-overhead-rate-overview)
- [How to Update Work Order Overhead Rate](https://www.paxerp.com/docs/system-settings/accounting/how-to-update-work-order-overhead-rate)

#### Operations
- [FedEx Configuration Overview](https://www.paxerp.com/docs/system-settings/operations/fedex-configuration-overview)
- [How to Configure FedEx](https://www.paxerp.com/docs/system-settings/operations/how-to-configure-fedex)
- [Data Exports Overview](https://www.paxerp.com/docs/system-settings/operations/data-exports-overview)
- [How to Export Data](https://www.paxerp.com/docs/system-settings/operations/how-to-export-data)

### Paxy AI
- [Paxy AI Overview](https://www.paxerp.com/docs/paxy-ai/paxy-ai-overview)
- [How to Ask Paxy](https://www.paxerp.com/docs/paxy-ai/how-to-ask-paxy)
- [Paxy Permissions and Data Access](https://www.paxerp.com/docs/paxy-ai/paxy-permissions-and-data-access)
- [How to Export Paxy CSV](https://www.paxerp.com/docs/paxy-ai/how-to-export-paxy-csv)
- [How to Export Paxy PDF](https://www.paxerp.com/docs/paxy-ai/how-to-export-paxy-pdf)
- [How to Verify Paxy Answers](https://www.paxerp.com/docs/paxy-ai/how-to-verify-paxy-answers)

Full documentation bundle: https://www.paxerp.com/docs/llms-full.txt
Documentation index: https://www.paxerp.com/docs