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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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Using the Beam Machine Source Intake Crosswalk

This page shows where each Beam Machine intake document has already been converted into the live help set, and what still stops that intake file from being moved to docs/EndUserFeedback/done.

Product: Beam Machine
Module: Documentation Control
Role: Product, Support, QA, Documentation, Delivery
Difficulty: Intermediate
Time: 10 minutes
Last Updated: 2026-03-10
Version: Current Beam Machine docs set in this repo

Before You Start

Use 00-index.md if you need the user-manual entry point first.
Use 98-screen-map.md and 99-functionality-gap-map.md if you need route or live-vs-gap proof.
Treat this page as a control page, not a training page.

What is this page?

This is the source-to-manual crosswalk for Beam Machine. It answers one question: "Where did the content from the intake docs actually go?"

Intake-to-manual map

Intake source	What it covers	Where it has been converted	Current conversion status
`BeamMachine accounting application.docx`	Core accounting, invoicing, banking, operational finance	06-finance-core.md, 11-accounting-ledger-reports-and-close.md, 12-invoicing-banking-and-tax.md, modules/01-working-in-accounting.md, modules/02-working-in-invoicing.md, modules/04-working-in-banking.md, tasks/01-creating-a-journal-entry.md, tasks/02-creating-an-invoice.md, tasks/03-importing-a-bank-statement.md, tasks/04-reconciling-bank-transactions.md, tasks/06-closing-a-month-end-period.md	Broadly converted into live help pages. Keep in intake until screenshot and evidence pass is complete.
`BeamMachine Dev Scope Specification.docx`	Product-wide scope, modules, navigation, delivery intent	01-overview.md, 03-navigation-and-layout.md, 05-admin-and-system-setup.md, modules/00-module-index.md, 98-screen-map.md, 99-functionality-gap-map.md	Converted into framework and control pages. Keep in intake until final page-by-page QA sign-off is complete.
`BeamMachine_Dev_Scope_Part2_All_Reports.docx`	Reporting pack, report families, report intent	reports/00-report-index.md, reports/01-running-financial-reports.md, reports/02-reviewing-aged-reports.md, reports/03-reviewing-budget-variance.md, reports/04-reviewing-executive-summary.md, reports/05-reviewing-ratio-analysis.md, reports/06-using-kpi-dashboard.md, reports/07-working-with-cfo-narratives.md, reports/08-reviewing-benchmark-reports.md, reports/14-mapping-report-scope-to-live-bm-pages.md	Converted into report manuals and a scope-to-UI map. Keep in intake until screenshots and report evidence examples are added.
`BeamMachine_Dev_Scope_Part3_Remaining_Reports.docx`	Statement-level reporting and remaining report behaviors	reports/09-reviewing-trial-balance.md, reports/10-reviewing-income-statement.md, reports/11-reviewing-balance-sheet.md, reports/12-reviewing-cash-flow-statement.md, reports/13-using-budget-manager-and-csv-import.md, reports/14-mapping-report-scope-to-live-bm-pages.md	Converted into deeper reporting manuals. Keep in intake until final route-by-route verification is complete.
`BeamMachine South African tax compliance module specifications.docx`	VAT, provisional tax, company tax, employer tax, review support	12-invoicing-banking-and-tax.md, modules/05-working-in-tax.md, tax-guides/00-tax-guide-index.md, tax-guides/01-understanding-vat-periods-and-vat201.md, tax-guides/02-managing-provisional-tax.md, tax-guides/03-preparing-itr14-and-emp201.md, tax-guides/04-using-tax-calendar-and-deadlines.md, tax-guides/05-reviewing-tax-risk-heatmap.md, tax-guides/06-managing-grants-and-incentives.md, tax-guides/07-working-with-tax-draft-packs.md, tax-guides/08-handling-tax-defence-items.md, tax-guides/09-reviewing-tax-provisions.md, tax-guides/10-understanding-employer-tax-and-emp501.md, tax-guides/11-understanding-company-tax-adjustments-and-assessed-losses.md, tax-guides/12-understanding-fixed-asset-tax-allowances-and-recoupments.md, tax-guides/13-mapping-sa-tax-scope-to-live-bm-pages.md, tasks/05-generating-a-vat201-return.md, tasks/12-creating-a-vat-period.md, tasks/13-finalizing-and-submitting-a-vat-return.md, tasks/14-creating-a-provisional-tax-period.md, tasks/15-using-the-provisional-tax-penalty-estimator.md, tasks/16-reviewing-the-itr14-emp201-worksheet.md	Converted deeply. Keep in intake until screenshots and sample evidence packs are attached.
`BeamMachine_Testing_Scoping_Document.docx`	Test scenarios, workflow coverage, expected behaviors	98-screen-map.md, 99-functionality-gap-map.md, tasks/00-task-index.md, reports/00-report-index.md, tax-guides/00-tax-guide-index.md	Converted into coverage structure and validation references. Keep in intake until formal screenshot walkthroughs are finished.

What still blocks moving the Beam Machine files to `done`?

Screenshot packs have not been attached yet.
Final route-by-route visual verification on UAT is not complete.
The crosswalk proves conversion coverage, but not final approval.

How do you use this page?

Start with the intake file name.
Open the linked manuals that now carry that content.
Confirm the relevant routes still exist in 98-screen-map.md.
Confirm the scope is still honest in 99-functionality-gap-map.md.
Only move the intake file to done when screenshots, route checks, and reviewer sign-off are complete.

What's Next

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