What this article covers: How to read and use the Receivables and Payables pages in Pulse — the health score, KPI scorecard, summary panel, alert banner, aging and supplier tables, balance trend charts, and how to configure the health score calculator for each page.

The Receivables and Payables pages give you a dedicated working capital view for each side of your balance sheet. Both pages follow the same structure — a health score, KPI performance, a summary of balances, and a detailed breakdown by customer or supplier.

Access them from Pulse → Receivables or Pulse → Payables in the left navigation. Use the period selector at the top to change the reporting month.

🛈 What data is available depends on how the entity is connected
Feature Xero / QuickBooks CSV / MYOB
Health score & KPIs ✓ Available ✓ Available
Balance trend charts ✓ Available ✓ Available
Receivables aging by customer ✓ Available ✗ Not available
Invoice drill-down ✓ Available ✗ Not available
Paid suppliers breakdown ✓ Available ✗ Not available
Overdue bills count ✓ Available ✗ Not available

1. Health Score

Each page opens with a health score panel — a single number out of 100 summarising the overall health of receivables or payables for the current month, based on the KPIs you have selected and their weightings.

Element Description
Score (X / 100) Weighted average of all selected KPI scores. Recalculates automatically when data refreshes.
Group Consolidated Shown when viewing at the consolidated group level — aggregates all entities beneath the group
Needs Attention Orange badge indicating the health score requires review — typically triggered when KPIs are significantly off target
Watchlist Pin this entity's receivables or payables health for quick monitoring — available when viewing a specific entity (not at group level)

2. Key KPIs — VS Target

The KPI scorecard shows each selected KPI's performance against its target. The five columns are the same as on Cashflow Analysis:

Column Description
KPI The metric — see default KPIs for each page below
Relative Horizontal bar showing relative performance — green = on or ahead of target, red = behind target
Value The actual KPI value for the current reporting month
VS Target Variance against target — green with up arrow = ahead, red with down arrow = behind. A dash means no target is set.
Score (Pts) Points this KPI contributes to the overall health score based on its weighting

Default KPIs per page

Page Default KPIs
Receivables Receivables Days, Cash Conversion Cycle, Net Profit % (and Revenue Growth % at entity level)
Payables Payables Days, Cash Conversion Cycle, Current Ratio, Operating Cashflow

3. Summary Panel

The right-hand panel shows key balance figures for the period. The figures differ between the two pages:

Metric Receivables Payables
Primary balance Account Receivables Account Payables
Secondary balance Invoice Receivables (when invoice data is available) or Total Receivables Operating Expenses
Overdue indicator Overdue >60 days — shown in red when there are overdue invoices Overdue Bills — count of overdue bills shown in amber

4. Alert Banner

Below the top panels, a banner provides a plain-English alert about the most pressing issue identified. For example:

Alert type Example message
Receivables Days "AR Days creeping up — 125 vs target 25. Review outstanding invoices to avoid further slippage."
Overdue bills "11 bills overdue — Central Copiers and SMART Agency are past due. Review and schedule payments to avoid supplier issues."
No invoice data "No bills data — this organisation uses a non-invoice connector, so supplier-level bill details are not available."

5. Balance Trend Charts

Both pages include month-over-month trend charts for the last 6 months — giving context to the current balance by showing how it has moved over time.

Page Left chart Right chart
Receivables AR Balance Trend — Account Receivables movement Total Receivables movement
Payables AP Balance Trend — Account Payables movement Operating Cashflow movement

Each chart shows the current month value and the 6-month average beneath the title — for example, "Feb-2026: 24,814 · Last 6 months: 18,837". Hover over any point to see the exact value for that month.

6. Aging Summary & Paid Suppliers

Receivables — Aging Summary

The Aging Summary table shows outstanding balances by customer, broken into aging buckets:

Column Description
Customer The customer name — click to drill into individual invoices
Total Due Total outstanding balance across all aging buckets
Future Invoices not yet due
0–30 / 31–60 / 61–90 / 91+ Days Overdue amounts by aging bucket — amounts in older buckets are highlighted in amber/red to draw attention
Risk A coloured dot indicating the risk level for this customer — green = low risk, amber = moderate, red = high
⚠️ Invoice data required: The Aging Summary is only available for entities connected via Xero or QuickBooks — these connectors provide customer invoice-level data. Entities connected via CSV upload or MYOB provide account-level balances only, so the aging schedule will not be available for those entities.

Payables — Paid Suppliers

The Paid Suppliers table shows your supplier payment history over the last 6 months:

Column Description
Supplier The supplier name
Days Outstanding How many days the oldest unpaid bill has been outstanding — highlighted in red when overdue
No. of Invoices Number of bills from this supplier over the last 6 months
Total Spend Total amount paid to this supplier over the last 6 months
Dependency Score A bar indicating how reliant the business is on this supplier — a higher score and longer red bar signals high supplier dependency and potential concentration risk
⚠️ Invoice data required: The Paid Suppliers breakdown is only available for entities connected via Xero or QuickBooks. Entities connected via CSV upload or MYOB provide account-level balances only — supplier-level transaction history and bill details are not available for those entities.

7. Configuring the Health Score

Click the edit icon in the top-right of either page to open the Health Score Calculator. The configuration works the same way on both Receivables and Payables.

1
Click + Add KPI to choose your metricsSelect from BrizoConsol's built-in or custom KPI library. Default KPIs for Receivables are Receivables Days and Cash Conversion Cycle; for Payables, Payables Days, Cash Conversion Cycle, Current Ratio, and Operating Cashflow.
2
Set the weighting for each KPIEnter a percentage in the % field. Weightings should ideally total 100% — they determine how much each KPI contributes to the score.
3
Reorder or remove KPIsDrag the handle (⋮⋮) to reorder. Click the red delete icon to remove a KPI from the score.
4
Click SaveThe health score recalculates immediately using the updated KPIs and weightings.
💡 Tip: Assign higher weights to the KPIs most relevant to your business. For Receivables, prioritise Receivables Days if collections are a concern. For Payables, weight Payables Days and Current Ratio more heavily if cash flow management is a priority.