Business X-Ray
A one-click health check of your business numbers that highlights what needs your attention right now.
Why and when you use it
Owners rarely have time to open ten reports. Business X-Ray looks across your data in one go and points out what needs attention, so you can spend your time fixing problems rather than finding them. It is ideal for a weekly review, and for accountants checking a client's books before month-end.
Before you start
- Keep sales, purchases, payments and stock up to date; the X-Ray can only read what is recorded
Step by step
- Open Business X-RayUnder Stockivio ERP, open Business X-Ray. It is also in the main menu as Business X-Ray.
- Press RUN BUSINESS X-RAYPress RUN BUSINESS X-RAY. The check reads your current data; it does not change anything.
- Read the highlights firstStart with the points it highlights as needing attention. These are where your numbers look unusual or at risk.
- Open the right screen to actFor each point, go to the screen where it is fixed: Receivables for money owed, Inventory or Reorder Assist for stock, Payments for unrecorded money, and so on.
- Write down actionsNote who will do what this week, or assign tasks in Team Workboard.
- Run it again after fixingAfter you have acted, press RUN BUSINESS X-RAY again to confirm the point has cleared.
Worked example
On Monday 9 Nov 2026 the owner of Spice Route Restaurant in Bengaluru runs the X-Ray before the weekly kitchen meeting.
- Open Business X-Ray and press RUN BUSINESS X-RAY.
- In this example it highlights that two catering customers owe ₹46,000 between them, and that some kitchen items have not had a purchase recorded for weeks while sales continue.
- The owner opens Receivables and sends statements to both catering customers.
- He asks the store manager to enter the missing purchase bills and do a stock check.
- On Friday he runs the X-Ray again.
Result: By Friday the receivable point shows less owed after one customer pays ₹30,000, and the stock point clears after the missing bills are entered.
💡 Tips
- Run it on the same day each week so you can compare.
- Fix data gaps first (missing bills, unrecorded payments); otherwise the X-Ray warns about records, not the business.
- Use it with the Dashboard tiles and Receivables in a short weekly review.
⚠️ Common mistakes
- Reading the X-Ray and not acting on anything. Pick the top two points and assign them.
- Running it when a week of entries is still pending and drawing conclusions.
Questions
Does running the X-Ray change my data?
No. It only reads your records and shows what needs attention.
Why is it different from Reports?
Reports show figures you choose. The X-Ray looks across your data for you and points to what looks wrong or risky.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Business X-Ray.
- Scene 2: Press RUN BUSINESS X-RAY.
- Scene 3: Read the highlighted points.
- Scene 4: Jump to Receivables to act on one.
- Scene 5: Run the X-Ray again to show the change.