Help Center
91 articles available in this slice.
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Beam Machine Zero-to-Hero Index
Master index for the Beam Machine end-user help set, from first login through daily operations and administration.
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Beam Machine Overview
Product overview for teams using Beam Machine for finance, operations, compliance, assurance, and client servicing.
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Beam Machine Roles and Access
Role model, module visibility, and entity access rules for Beam Machine users.
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Beam Machine Navigation and Layout
How the dashboard, sidebar, header, breadcrumbs, entity switcher, and portal navigation work in Beam Machine.
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Beam Machine Admin and System Setup
Admin SOPs for entity selection, company profile, users, roles, templates, approvals, and auditability controls.
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Beam Machine Finance Core Manual
User manual for accounting, invoicing, banking, tax, procurement, reporting, and multi-entity workflows in Beam Machine.
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Beam Machine Operations Manual
User manual for fixed assets, fleet, rental, inventory, and related operational control workflows.
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Beam Machine People and Payroll Manual
User manual for employee records, pay runs, leave, payroll anomalies, self-service, and HR labour workflows.
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Beam Machine Assurance and Advisory Manual
User manual for practice, statutory, ESG, audit, controls, valuation, transfer pricing, documents, and approvals.
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Beam Machine Client Portal Manual
First-pass manual for the Beam Machine customer portal covering dashboard, invoices, rentals, profile, and support.
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Beam Machine Accounting, Ledger, Reports, and Close
Detailed SOPs for chart of accounts, journals, general ledger review, financial statements, and month-end close activity.
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Beam Machine Invoicing, Banking, and Tax
Detailed SOPs for invoice creation, statements and aging, bank statement import, reconciliation, and VAT return generation.
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Beam Machine Procurement, Reporting, and Group Work
Detailed SOPs for requisitions, purchase orders, goods received, reporting packs, and multi-entity consolidation work.
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Beam Machine Asset, Rental, Stock, and Fleet Operations
Detailed SOPs for fixed assets, rental movement, inventory control, and equipment management.
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Beam Machine Payroll, Audit, Controls, and Advisory Workflows
Detailed SOPs for pay runs, labour workflows, audit engagements, controls monitoring, and specialist advisory modules.
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Beam Machine Source Intake Crosswalk
Map the Beam Machine intake source packs to the live help manuals, task SOPs, report guides, tax guides, and control pages.
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Beam Machine Screen Map
Route-level map of the current Beam Machine UI used to keep manuals aligned with the live application surface.
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Beam Machine Functionality Gap Map
Cross-check of Beam Machine help coverage against the live UI, end-user feedback intake documents, the functionality checklist, and Auto_todo packs.
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Getting Started With Beam Machine
First-day guide for finance, audit, operations, and admin teams starting work in Beam Machine.
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Working In Beam Machine Modules
Index of module-by-module Beam Machine user manuals for the current staff application.
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Working in Accounting
How to use the Beam Machine accounting module for accounts, journals, ledgers, reports, and period close work.
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Working in Invoicing
How to use the Beam Machine invoicing module for invoices, bills, credit notes, statements, and aging follow-up.
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Working in Quotes and Contacts
How to use quotes for pre-invoice pricing and contacts for customer and supplier master data in Beam Machine.
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Working in Banking
How to use the Beam Machine banking module for statement import, bank rules, and reconciliation control.
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Working in Tax
How to use the Beam Machine tax module for VAT periods, VAT201 returns, provisional tax, filing calendars, and tax support packs.
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Working in Procurement
How to use the Beam Machine procurement module for requisitions, purchase orders, and goods received, with notes on current delivery gaps.
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Working in Reporting and Group
How to use Beam Machine reporting screens and multi-entity pages for management output, ratio analysis, dashboards, and consolidation work.
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Managing Documents and Approvals
How to use the Beam Machine document library and approval queue for uploads, sharing, review, approval, and rejection.
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Running System Administration
How to use Beam Machine settings pages for company profile, users, roles, audit trail, templates, terms, and admin control.
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Working in Fixed Assets
Use Beam Machine Fixed Assets to register assets, review depreciation, manage disposals, and reconcile the asset book.
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Working in Fleet
Use Beam Machine Fleet to manage equipment records, maintenance schedules, and insurance policies.
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Working in Rental
Use Beam Machine Rental to create bookings, review schedules, check equipment out, check it back in, and manage rental rates.
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Working in Inventory
Use Beam Machine Inventory to manage item masters, warehouses, stock movements, and stocktakes.
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Working in Payroll
Use Beam Machine Payroll to manage employee records, run payroll, review leave, monitor anomalies, and handle payroll self-service work.
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Working in HR and Labour
Use Beam Machine HR and Labour to manage employment equity, skills development, CCMA matters, disciplinary cases, and grievances.
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Working in Practice
Use Beam Machine Practice to manage clients, engagements, timesheets, and billing for professional services work.
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Working in Statutory
Use Beam Machine Statutory to manage directors, shareholders, deadlines, resolutions, and B-BBEE work at the entity-governance level.
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Working in ESG
Use Beam Machine ESG to record emissions, track targets, and review generated ESG reports.
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Working in Audit
Use Beam Machine Audit to manage engagements, findings, working papers, evidence, plans, monitoring, and remediation work.
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Working in Controls
Use Beam Machine Controls to review risks, control matrix entries, gaps, and compliance status.
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Working in Valuation
Use Beam Machine Valuation to review valuation records, methods, dates, values, and approval status.
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Working in Transfer Pricing
Use Beam Machine Transfer Pricing to review engagements, document packs, tax years, filing deadlines, and status.
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Working With Beam Machine Reports
Index of Beam Machine reporting manuals for financial statements, statement-by-statement reviews, aged reports, budget variance, executive summaries, KPI views, narratives, and benchmarks.
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Running Financial Reports In Beam Machine
How to run Trial Balance, Income Statement, Balance Sheet, and Cash Flow reports in the live Beam Machine reporting workspace.
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Reviewing Aged Reports In Beam Machine
How to review aged payables and aged receivables in the live Beam Machine reporting workspace.
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Reviewing Budget Variance In Beam Machine
How to review budget versus actual values in the live Beam Machine budget variance route, including the current thin areas.
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Reviewing The Executive Summary In Beam Machine
How to use the one-page financial health scorecard in the live Beam Machine reporting workspace.
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Reviewing Ratio Analysis In Beam Machine
How to use the current ratio-analysis route in Beam Machine and how to handle its current placeholder state honestly.
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Using The KPI Dashboard In Beam Machine
How to use the current KPI dashboard route in Beam Machine and how to read its live versus placeholder widgets safely.
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Working With CFO Narratives In Beam Machine
How to review the current CFO narrative drafts route in Beam Machine and understand the status flow it exposes.
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Reviewing Benchmark Reports In Beam Machine
How to review the current benchmark-report route in Beam Machine and interpret its output safely.
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Reviewing Trial Balance In Beam Machine
How to review the Trial Balance tab in the live Beam Machine Financial Reports route.
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Reviewing Income Statement In Beam Machine
How to review the Income Statement tab in the live Beam Machine Financial Reports route.
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Reviewing Balance Sheet In Beam Machine
How to review the Balance Sheet tab in the live Beam Machine Financial Reports route.
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Reviewing Cash Flow Statement In Beam Machine
How to review the Cash Flow tab in the live Beam Machine Financial Reports route.
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Using Budget Manager & CSV Import In Beam Machine
How to use the Budget Manager & Variance route and the visible Budget Import (CSV) guidance in the current Beam Machine build.
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Mapping Report Scope to Live Beam Machine Pages
Detailed crosswalk of the Beam Machine report source specification against the current live BM routes, manuals, and delivery status.
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Completing Beam Machine Core Tasks
Index of task-by-task Beam Machine SOP pages for common user workflows.
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Creating a Journal Entry
Step-by-step guide for capturing a balanced manual journal and either saving it as a draft or posting it immediately.
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Creating an Invoice
Step-by-step guide for creating an invoice, bill, or credit note with dates, contact details, line items, and VAT.
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Importing a Bank Statement
Step-by-step guide for selecting a bank account, loading CSV or OFX/QFX content, and importing statement transactions into Beam Machine.
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Reconciling Bank Transactions
Step-by-step guide for starting a reconciliation period, reviewing unmatched and matched transactions, and checking reconciliation history.
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Generating a VAT201 Return
Step-by-step guide for selecting a VAT period, generating the VAT201, and reviewing the 12-box output before submission.
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Closing a Month-End Period
Step-by-step guide for running the pre-close checklist and closing a financial period in Beam Machine.
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Creating a Pay Run
Step-by-step guide for opening the pay-run dialog, setting the period, and creating a new payroll run in Beam Machine.
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Creating an Audit Engagement
Step-by-step guide for creating a new audit engagement and understanding the minimum fields Beam Machine requires.
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Checking Out Rental Equipment
Step-by-step guide for checking out reserved rental equipment and confirming the rental period has started.
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Adding an Inventory Item
Step-by-step guide for creating a new inventory item with SKU, category, unit, costing, and reorder settings.
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Adding a Fixed Asset
Step-by-step guide for registering a new fixed asset with cost, depreciation, and tax-class details.
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Creating a VAT Period
Step-by-step guide for adding a new VAT reporting period from the live VAT Periods screen.
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Finalizing and Submitting a VAT Return
Step-by-step guide for finalizing a generated VAT return and recording submission details honestly in the current Beam Machine workflow.
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Creating a Provisional Tax Period
Step-by-step guide for adding a new IRP6 period from the live Provisional Tax screen.
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Using the Provisional Tax Penalty Estimator
Step-by-step guide for checking provisional tax and under-estimation penalty risk from the live Provisional Tax screen.
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Reviewing the ITR14 / EMP201 Worksheet
Step-by-step guide for reviewing the live ITR14, EMP201, and VAT cross-reference worksheet without overstating it as the SARS filing form.
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Running a Trial Balance
Step-by-step guide for opening the Trial Balance tab, setting the as-of date, and reviewing whether the books are balanced.
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Reviewing Aged Payables and Receivables
Step-by-step guide for reviewing both aged payables and aged receivables from the live Aged Reports route.
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Running a Budget Variance Review
Step-by-step guide for reviewing budget versus actual results from the live Budget Manager & Variance route.
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Using the Beam Machine Tax Guide Index
Master index for the Beam Machine tax and compliance guide set, covering VAT, provisional tax, tax prep worksheets, deadline tracking, and advanced tax review screens.
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Understanding VAT Periods and VAT201
How to create VAT periods, generate VAT201 returns, finalize them for review, and record SARS submission details honestly in the current Beam Machine workflow.
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Managing Provisional Tax
How to use the Beam Machine provisional tax screen to track IRP6 periods, capture estimates, review due dates, and understand where SARS filing still happens outside the app.
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Preparing ITR14 and EMP201
How to use the Beam Machine ITR14 / EMP201 worksheet to pull company tax, payroll, and VAT cross-reference figures without overstating it as the actual SARS return.
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Using the Tax Calendar and Deadlines
How to use the Beam Machine tax calendar to track VAT and provisional items, while understanding where SARS legal due dates still need to be managed outside the app.
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Reviewing the Tax Risk Heatmap
How to interpret the Beam Machine tax risk heatmap, including the current score bands, trend indicators, and the limits of this review-only workspace.
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Managing Grants and Incentives
How to use the Beam Machine grants and incentives workspace to monitor tax incentive opportunities without overstating it as a submission or qualification engine.
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Working with Tax Draft Packs
How to use the Beam Machine tax draft packs screen as a draft-status dashboard and avoid overstating it as a full autonomous filing workflow.
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Handling Tax Defence Items
How to use the Beam Machine tax defence workspace to monitor disputes, objections, voluntary disclosures, and ruling requests without overstating it as the full defence process.
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Reviewing Tax Provisions
How to use the Beam Machine tax provisions screen to monitor current tax, deferred tax, and uncertain tax position records without overstating it as a full provision engine.
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Understanding Employer Tax and EMP501 Support
How Beam Machine payroll and tax screens support EMP201 work today, where EMP501 reconciliation still depends on external payroll controls, and what South African employer-tax checks users should not skip.
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Understanding Company Tax Adjustments and Assessed Losses
How to interpret the Beam Machine ITR14 worksheet, why accounting profit is not final taxable income, and which South African company-tax adjustments still require external review.
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Understanding Fixed-Asset Tax Allowances and Recoupments
How to use Beam Machine fixed-asset data for South African tax support without confusing accounting depreciation, tax allowances, disposals, and recoupments.
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Mapping South African Tax Scope to Live Beam Machine Pages
Detailed map of the major South African tax-scope items from the Beam Machine source specifications against the current live BM routes, manuals, and delivery status.