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Last updated on Aug 26, 2026
An Item is a solution or product you license or sell. Each Transaction and Invoice Line Item must have an associated Item.
When using a GL Connector, Items are typically created and managed in your GL and synced to Maxio. Additional information, called the Maxio Profile, must be added when an Item syncs from your GL to Maxio. When running disconnected from your GL, with no integration connectors, Items are created and managed in Maxio instead.
This applies only when you have a GL Connector enabled.
Items and Products synced from a connected GL are used in the creation of Transactions and Invoice Line Items. Each one carries Maxio-specific properties that must be set before the Item can be used, and before overall syncing with your GL can continue.
The Maxio Profile is the Item's own set of fields, completed before Maxio permits you to use that Item in Transactions and Invoices. A warning for Items that need a Maxio Profile appears in several places in the application, including the home page and the Item list.
You reach the profile from Admin > Items by selecting the Items needing Maxio Profile link in the Attention Needed table.
A new profile arrives with the Default Revenue Recognition Template already set to Start to End, which you can change.
You can complete a profile on the Item itself, or for several Items at once through Bulk Edit or the importer. When completing profiles in bulk, you must set both Sync Invoices and Recurring. See Bulk Edit rules.
| Task | Where |
|---|---|
| Create an Item, change one, mark one inactive, or delete one | Add, Edit, and Remove Items |
| Look up what a particular field or option does | Item Fields |
| Update several Items at once, copy an Item, or edit Accounts across Items | Additional Item Actions |
| Group Items for Analytics reporting | Item Groups |
| Reset an Item's MRR and ARR | Recast Item MRR/ARR |
| Delete all financial records that use an Item | Clear Item Data |
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