Catch overspending before you pay an expense report

No more finding out after the fact that a budget line is overspent. When an expense report is waiting on a decision, BeeKeeper now shows a Budget Check for every account on it: what’s budgeted, what’s been spent so far, what this report adds, and what would be left afterward. A simple badge tells you at a glance whether you’re within budget, near the limit (90% used), over by a certain amount, or on an account your approved budget doesn’t have a line for.

If paying the report would put any line over, you’ll see a warning at the top of the report and again in the Pay Expense Report window. Board members signing off electronically see the same table and warning, so everyone has the full picture before they approve. It’s a heads-up, never a roadblock, so you’re always free to go ahead. Budget Check uses your approved budget for the current fiscal year, including approved amendments. Working or proposed budgets and team budgets aren’t used.

For example, say a room parent turns in a $300 receipt for the Teacher Appreciation line and only $120 is left. You’ll see “Over by $180” before you pay, and you can pass an amendment first.

Two smaller improvements came along too:

• Duplicate Check Numbers report, now accurate. It only looks at real check numbers on money going out of a bank account, however they were typed (1001, #1001, or Check #1001 are all the same check), and compares them within each bank account. Venmo, Zelle, PayPal, and Cash App payments, and deposits, no longer show up as false duplicates. The report, PDF, and Excel export now include an Account column.
• Needs Review count, everywhere you need it. The count now appears on the Bookkeeping link in your sidebar (a total across all accounts) and on each account’s Needs Review tab, and it updates as you work through the rows.