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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 Income Statement In Beam Machine

This page shows you how to use the Income Statement tab in Beam Machine and read the visible revenue, expense, and net-result sections correctly.

Product: Beam Machine
Module: Reports -> Reporting -> Financial Reports -> Income Statement
Role: Accountant, Financial Controller, Reviewer
Difficulty: Beginner
Time: 5 minutes
Last Updated: 2026-03-10
Version: Current live reporting route in this repo

Before You Start

  • You need posted revenue and expense data for the period you want to review.
  • You need to know the correct Start date and End date.
  • If you want the shared route overview first, open ./01-running-financial-reports.md.

Current build status: This tab is live and data-driven inside the shared Financial Reports route. The route still opens on Trial Balance first, so you must click Income Statement after landing on the page. The Print button works, and the Export button is visible but disabled.

What is this page?

This tab is the period performance view. It splits the result into:

  • Revenue
  • Expenses
  • a final Net Profit or Net Loss panel

This is the screen you use when management asks whether the business actually made money over a selected period.

When do you use this?

Use this tab when you need:

  • a monthly or year-to-date performance review,
  • a management-accounts profit view,
  • a starting point for tax-pack support,
  • or a quick answer to "what drove profit or loss this period?"

If the selected date range is wrong, the story is wrong, even if every row is calculated correctly.

Where do you find it?

Primary path: Reports -> Reporting -> Financial Reports, then click Income Statement
Alternative: Open Reports -> Reporting, click Financial Reports, then click Income Statement

In the current build, the shared route does not deep-link directly to this tab. You open the route first and then choose Income Statement.

How do you review the income statement?

  1. Open Reports -> Reporting -> Financial Reports.
  2. Click Income Statement.
  3. Confirm the toolbar shows Start date and End date.
  4. Set the correct reporting range.
  5. Click Print if you need a printer-friendly copy.
  6. Ignore Export for now, because the button is disabled in the current build.

āœ… Checkpoint: The tab label should read Income Statement, and the card header should show the selected start and end dates.

What should you review first?

  1. Review the Revenue table:
    • Code
    • Account
    • Amount
    • Total Revenue
  2. Review the Expenses table:
    • Code
    • Account
    • Amount
    • Total Expenses
  3. Review the final result panel:
    • Net Profit if the period result is positive
    • Net Loss if the period result is negative

āœ… Checkpoint: The period label above the card should match the dates you intended, and the final net result should make sense against total revenue and total expenses.

What must you handle carefully?

  1. Do not explain the result until you confirm the period is correct.
  2. Treat an empty Revenue or Expenses section as a source-data issue first, not as proof that the business had no activity.
  3. If the final panel looks wrong, trace the story back to the source journals and ledger movement rather than editing the narrative around it.

Common Questions & Issues

"The page opened on Trial Balance instead"

Why this happens: The shared Financial Reports route still lands on Trial Balance by default.

Fix: Click Income Statement after opening the route.

"The report shows no revenue entries for this period"

Why this happens: There may be no posted revenue in the selected range, or the selected dates are wrong.

Fix: Check the date range first, then verify source postings in Accounting.

"The page says Net Loss, but management expected profit"

Why this happens: The current build is reporting the posted revenue and expense result for the selected range.

Fix: Validate the date range, then trace the major income and expense lines before you escalate the result.

What's Next

Related Pages

SA Compliance Reference

  • Income statement review supports management accounts, provisional tax support, and annual reporting preparation.
  • It does not replace controlled review of source entries, reconciliations, or statutory filings.

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