Beam Machine Docs

Master index for the Beam Machine end-user help set, from first login through daily operations and administration.

Product overview for teams using Beam Machine for finance, operations, compliance, assurance, and client servicing.

Role model, module visibility, and entity access rules for Beam Machine users.

How the dashboard, sidebar, header, breadcrumbs, entity switcher, and portal navigation work in Beam Machine.

Admin SOPs for entity selection, company profile, users, roles, templates, approvals, and auditability controls.

User manual for accounting, invoicing, banking, tax, procurement, reporting, and multi-entity workflows in Beam Machine.

User manual for fixed assets, fleet, rental, inventory, and related operational control workflows.

User manual for employee records, pay runs, leave, payroll anomalies, self-service, and HR labour workflows.

User manual for practice, statutory, ESG, audit, controls, valuation, transfer pricing, documents, and approvals.

First-pass manual for the Beam Machine customer portal covering dashboard, invoices, rentals, profile, and support.

Detailed SOPs for chart of accounts, journals, general ledger review, financial statements, and month-end close activity.

Detailed SOPs for invoice creation, statements and aging, bank statement import, reconciliation, and VAT return generation.

Detailed SOPs for requisitions, purchase orders, goods received, reporting packs, and multi-entity consolidation work.

Detailed SOPs for fixed assets, rental movement, inventory control, and equipment management.

Detailed SOPs for pay runs, labour workflows, audit engagements, controls monitoring, and specialist advisory modules.

Map the Beam Machine intake source packs to the live help manuals, task SOPs, report guides, tax guides, and control pages.

Route-level map of the current Beam Machine UI used to keep manuals aligned with the live application surface.

Cross-check of Beam Machine help coverage against the live UI, end-user feedback intake documents, the functionality checklist, and Auto_todo packs.

First-day guide for finance, audit, operations, and admin teams starting work in Beam Machine.

Index of module-by-module Beam Machine user manuals for the current staff application.

How to use the Beam Machine accounting module for accounts, journals, ledgers, reports, and period close work.

How to use the Beam Machine invoicing module for invoices, bills, credit notes, statements, and aging follow-up.

How to use quotes for pre-invoice pricing and contacts for customer and supplier master data in Beam Machine.

How to use the Beam Machine banking module for statement import, bank rules, and reconciliation control.

How to use the Beam Machine tax module for VAT periods, VAT201 returns, provisional tax, filing calendars, and tax support packs.

How to use the Beam Machine procurement module for requisitions, purchase orders, and goods received, with notes on current delivery gaps.

How to use Beam Machine reporting screens and multi-entity pages for management output, ratio analysis, dashboards, and consolidation work.

How to use the Beam Machine document library and approval queue for uploads, sharing, review, approval, and rejection.

How to use Beam Machine settings pages for company profile, users, roles, audit trail, templates, terms, and admin control.

Use Beam Machine Fixed Assets to register assets, review depreciation, manage disposals, and reconcile the asset book.

Use Beam Machine Fleet to manage equipment records, maintenance schedules, and insurance policies.

Use Beam Machine Rental to create bookings, review schedules, check equipment out, check it back in, and manage rental rates.

Use Beam Machine Inventory to manage item masters, warehouses, stock movements, and stocktakes.

Use Beam Machine Payroll to manage employee records, run payroll, review leave, monitor anomalies, and handle payroll self-service work.

Use Beam Machine HR and Labour to manage employment equity, skills development, CCMA matters, disciplinary cases, and grievances.

Use Beam Machine Practice to manage clients, engagements, timesheets, and billing for professional services work.

Use Beam Machine Statutory to manage directors, shareholders, deadlines, resolutions, and B-BBEE work at the entity-governance level.

Use Beam Machine ESG to record emissions, track targets, and review generated ESG reports.

Use Beam Machine Audit to manage engagements, findings, working papers, evidence, plans, monitoring, and remediation work.

Use Beam Machine Controls to review risks, control matrix entries, gaps, and compliance status.

Use Beam Machine Valuation to review valuation records, methods, dates, values, and approval status.

Use Beam Machine Transfer Pricing to review engagements, document packs, tax years, filing deadlines, and status.

Index of Beam Machine reporting manuals for financial statements, statement-by-statement reviews, aged reports, budget variance, executive summaries, KPI views, narratives, and benchmarks.

How to run Trial Balance, Income Statement, Balance Sheet, and Cash Flow reports in the live Beam Machine reporting workspace.

How to review aged payables and aged receivables in the live Beam Machine reporting workspace.

How to review budget versus actual values in the live Beam Machine budget variance route, including the current thin areas.

How to use the one-page financial health scorecard in the live Beam Machine reporting workspace.

How to use the current ratio-analysis route in Beam Machine and how to handle its current placeholder state honestly.

How to use the current KPI dashboard route in Beam Machine and how to read its live versus placeholder widgets safely.

How to review the current CFO narrative drafts route in Beam Machine and understand the status flow it exposes.

How to review the current benchmark-report route in Beam Machine and interpret its output safely.

How to review the Trial Balance tab in the live Beam Machine Financial Reports route.

How to review the Income Statement tab in the live Beam Machine Financial Reports route.

How to review the Balance Sheet tab in the live Beam Machine Financial Reports route.

How to review the Cash Flow tab in the live Beam Machine Financial Reports route.

How to use the Budget Manager & Variance route and the visible Budget Import (CSV) guidance in the current Beam Machine build.

Detailed crosswalk of the Beam Machine report source specification against the current live BM routes, manuals, and delivery status.

Index of task-by-task Beam Machine SOP pages for common user workflows.

Step-by-step guide for capturing a balanced manual journal and either saving it as a draft or posting it immediately.

Step-by-step guide for creating an invoice, bill, or credit note with dates, contact details, line items, and VAT.

Step-by-step guide for selecting a bank account, loading CSV or OFX/QFX content, and importing statement transactions into Beam Machine.

Step-by-step guide for starting a reconciliation period, reviewing unmatched and matched transactions, and checking reconciliation history.

Step-by-step guide for selecting a VAT period, generating the VAT201, and reviewing the 12-box output before submission.

Step-by-step guide for running the pre-close checklist and closing a financial period in Beam Machine.

Step-by-step guide for opening the pay-run dialog, setting the period, and creating a new payroll run in Beam Machine.

Step-by-step guide for creating a new audit engagement and understanding the minimum fields Beam Machine requires.

Step-by-step guide for checking out reserved rental equipment and confirming the rental period has started.

Step-by-step guide for creating a new inventory item with SKU, category, unit, costing, and reorder settings.

Step-by-step guide for registering a new fixed asset with cost, depreciation, and tax-class details.

Step-by-step guide for adding a new VAT reporting period from the live VAT Periods screen.

Step-by-step guide for finalizing a generated VAT return and recording submission details honestly in the current Beam Machine workflow.

Step-by-step guide for adding a new IRP6 period from the live Provisional Tax screen.

Step-by-step guide for checking provisional tax and under-estimation penalty risk from the live Provisional Tax screen.

Step-by-step guide for reviewing the live ITR14, EMP201, and VAT cross-reference worksheet without overstating it as the SARS filing form.

Step-by-step guide for opening the Trial Balance tab, setting the as-of date, and reviewing whether the books are balanced.

Step-by-step guide for reviewing both aged payables and aged receivables from the live Aged Reports route.

Step-by-step guide for reviewing budget versus actual results from the live Budget Manager & Variance route.

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.

How to create VAT periods, generate VAT201 returns, finalize them for review, and record SARS submission details honestly in the current Beam Machine workflow.

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.

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.

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.

How to interpret the Beam Machine tax risk heatmap, including the current score bands, trend indicators, and the limits of this review-only workspace.

How to use the Beam Machine grants and incentives workspace to monitor tax incentive opportunities without overstating it as a submission or qualification engine.

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.

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.

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.

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.

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.

How to use Beam Machine fixed-asset data for South African tax support without confusing accounting depreciation, tax allowances, disposals, and recoupments.

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.