pex:settings

What problem does it solve?

This Skill removes the friction of managing ProcurementExpress reference data and integrations by centralizing the tools needed to keep accounting and workflow settings accurate.

Core Features & Use Cases

• Tax Rate Management: List, inspect, create, and update tax rates for company-specific purchasing and invoicing workflows.
• Webhook Administration: Configure, review, update, and delete PO event webhooks for downstream automations and integrations.
• Finance Reference Lookup: Query currencies, chart of accounts, QuickBooks customers, and QuickBooks classes for accounting and coding tasks.
• Use Case: Use this Skill when setting up a new company, connecting accounting systems, or verifying the correct tax and GL coding before purchase order approval.

Quick Start

Ask the skill to list the current tax rates and available currencies for the active ProcurementExpress company.