What's New

There's a new Tax Center in BeeKeeper, and it files your Form 990-N (the e-Postcard) straight to the IRS — prefilled from your books, checked for errors, and done in a few minutes.

If your booster club or ASB runs one set of books for a dozen teams, Team Edition tracks what each team raised, spent, and has left - and gives every coach and chair their own page to see it.

Turn each expense payment option on or off for your organization, and tell us whether you pay through Zelle, Venmo, PayPal, or Cash App — everyone sees the name of the app you actually use.

Your budget page now leads with the one thing it's waiting on you to do, amendment amounts fill themselves in, and beginning/ending balances read as their own clean summary.

We renamed board Approvals to Sign-Off so the app finally matches what we've always called it everywhere else. Nothing else changed.

When you approve and pay an expense report, the transaction it creates now links straight to those receipts instead of asking you to upload them again.

Pull your whole expense report list into a spreadsheet — filtered, sorted, and ready for a board packet, an audit, or a mail merge.

Your expense report list now tells you whether a report is yours to approve or still out with your board reviewers, instead of showing everything as "In Review."

BeeKeeper can now collect board sign-off right in the app on expense reports, deposits, bank reconciliations, and vendors — no more chasing signatures by email or waiting for the next meeting.

The FutureFund settings page now has an "Update payout campaign mapping" button that re-files payouts you already recorded to match your current campaign mapping — not just the ones that come in from now on.

When someone submits an expense report, they now tell you how they'd like to be paid — check, Zelle, or a direct payment to the vendor — so you're not guessing at approval time.

Once your annual report is approved, close the year so nobody can accidentally change it later. BeeKeeper walks you through a readiness checklist and posts the closing entry for you.

BeeKeeper can now connect to more banks and credit unions for automatic transaction syncing — including a lot of the smaller ones PTAs bank with. If your bank isn't showing up, just ask us.

Pay reimbursements with Zelle, hide accounts from the expense report picker, leave private team notes, and see budget amendment changes update live as you type.

BeeKeeper now warns you before a vendor's insurance certificate, workers' comp coverage, or contract expires, so nothing lapses without you noticing.

Send a new vendor a secure link and let them fill in their own info and upload their W-9 — no more chasing down paperwork by hand.

We rebuilt your BeeKeeper Dashboard with a clear net income snapshot, spending charts, and budget tracking — plus a friendly getting-started checklist if you're just getting set up.

BeeKeeper now tracks whether a vendor carries workers' compensation coverage — and when it expires — right alongside their W-9 and other paperwork, plus a new report shows who's covered at a glance.

The Treasurer's Report now opens with a clear snapshot of money in, money out, and your cash position — then lets you click into any account to see exactly what happened.

Roll up related income and expense accounts — like Events or Administration — into custom groups, and see those groups carried through your budgets and financial reports automatically.

You can now write, print, and track checks right inside BeeKeeper — with a live preview as you fill it out and the bookkeeping done for you automatically.