Completing Beam Machine Core Tasks

This page helps you jump straight to the exact Beam Machine task you need to complete.

Product: Beam Machine
Module: Task Manuals
Role: Staff-app users doing real work in the product
Difficulty: Beginner to Intermediate
Time: 2 minutes to choose a task, then follow the linked SOP
Last Updated: 2026-03-10
Version: Current Beam Machine app build in this repo

Before You Start

• You should know which module you are working in.
• You should already have access to the Beam Machine staff app.
• If you are not sure which module owns the task, start at ../modules/00-module-index.md.

What is this page?

This is the task shelf for Beam Machine. These pages are the detailed, click-by-click SOPs for high-traffic workflows.

When do you use this?

Use this page when:

• you already know the task,
• you want the shortest path to the exact procedure,
• or you are onboarding a user into a specific workflow instead of a whole module.

Where do you find the task pages?

Primary path: Beam Machine Help -> Task Manuals
Quick access: Use ../98-screen-map.md if you first need the route.
Alternative: Use ../11-accounting-ledger-reports-and-close.md, ../12-invoicing-banking-and-tax.md, ../15-payroll-audit-controls-and-advisory.md, ../reports/00-report-index.md, or ../tax-guides/00-tax-guide-index.md if you want broader context first.

How do you use this page?

1. Choose the exact task that matches your work.
2. Open the page.
3. Follow the numbered steps in order.
4. Use the troubleshooting section if the screen does not behave as expected.

✅ Checkpoint: You should end up in one short task page, not a full product overview.

Finance and control tasks

• Creating a Journal Entry
• Creating an Invoice
• Importing a Bank Statement
• Reconciling Bank Transactions
• Generating a VAT201 Return
• Closing a Month-End Period

Tax and reporting tasks

• Creating a VAT Period
• Finalizing and Submitting a VAT Return
• Creating a Provisional Tax Period
• Using the Provisional Tax Penalty Estimator
• Reviewing the ITR14 / EMP201 Worksheet
• Running a Trial Balance
• Reviewing Aged Payables and Receivables
• Running a Budget Variance Review

People and operational tasks

• Creating a Pay Run
• Creating an Audit Engagement
• Checking Out Rental Equipment
• Adding an Inventory Item
• Adding a Fixed Asset

Common Questions & Issues

"I can find the module but not the task"

Why this happens: Module pages explain the work area, but not every page is a click-by-click task page.

Fix: Use this task index for the concrete action, or use ../modules/00-module-index.md to find the right module first.

"The page exists but my environment looks different"

Why this happens: Some BM routes are visible while deeper behavior is still partial or environment-dependent.

Fix: Check ../99-functionality-gap-map.md before assuming the SOP is wrong.

What's Next

• ../modules/00-module-index.md
• ../98-screen-map.md

Related Pages

• ../11-accounting-ledger-reports-and-close.md
• ../12-invoicing-banking-and-tax.md
• ../15-payroll-audit-controls-and-advisory.md
• ../reports/00-report-index.md
• ../tax-guides/00-tax-guide-index.md

Still Stuck?

• Search the help centre
• Check the route list in ../98-screen-map.md
• Contact support: support@veva.co.za

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