Online Renewals must still be reconciled by the regional office to confirm that payment has been made. As with offline renewals and membership applications, reconciling a renewal will also generate the royalty transaction at the time of submission for the current month.
A few notes about online renewals and the reconcile process:
- An application can only be reconciled after an approval decision has been recorded in BNI Connect
- All applications with payments will show in the reconcile screen, but will not be actionable until the decision is made
- Applications without payment can be viewed in the pending applications screen or pending applications report
- Declined applications will appear on the reconcile screen until manually VOIDED by the regional office. If payment was made, it would need to be manually refunded.
Quick Steps:
- Access the reconcile application screen by going to Operations>Region>Manage Memberships>Reconcile Applications
- Review online applications by clicking on the "Status" hyperlink
- Reconcile applications by inputting a check in the Received column
- Void Declined applications by clicking the "VOID" symbol hyperlink
Reconcile Scenarios
Reconcile Applications Screen
The reconcile applications screen can be accessed via Operations>Region>Manage Memberships>Reconcile Applications
- Use the "Refine" text entry to filter the list, such as to view only "Renewal", "Approved" or "Declined" applications.
- To review this application, click on the hyperlink in the Application Type column.
- To access the approval review screen and a PDF copy of the application, click the hyperlink in the Status column.
- To VOID an Application, click the VOID icon hyperlink in the Void column.
- To confirm payment, place a check mark in the Received column.
Reconciliation Scenarios
- Harvel Keitel has submitted an online renewal, however a decision has not yet been rendered. This application can be reviewed or a decision forced by clicking on the Submitted hyperlink. Alternatively, this application can be rendered void. The payment cannot be reconciled until a decision has first been made.
- John Smith has submitted an online renewal, however a Declined decision has been given. This decision can be reviewed and overturned by clicking on the Declined hyperlink to access the approval screen. If the declined decision stands, this application must be voided by clicking on the VOID hyperlink.
- Mike Jones has submitted an online renewal that has been approved. The payment can be reconciled by placing a check in the Received box.
- Roger Dodger has submitted an online renewal that has been approved. The payment has not yet been confirmed or sent. Note: If Roger has misplaced the payment reminder email, he can click on the RENEW NOW button again within BNI Connect to complete payment.
Overturning a Declined Renewal
Finding Online Renewals "Stuck" in Process (Online Renewals Without Payment)
If your business rule for "Wait to take payment until after a renewal is approved" is set to YES, then a renewal applications will not appear in the reconcile screen until a decision has been made since the member will only make a payment (and therefore show up in the reconcile screen) after receiving the notification. These apps could potentially be "stuck" in the renewal process. These applications can be found in the "View Pending Applications" screen or in the "Pending Members Report".
Example: Roger Dodger submits an application. He was not pre approved and no decision (therefore no payment) has been submitted. You can check the status in these two ways.
View Pending Applications Screen (Chapter Level)
Navigate to Operations>Chapter>View Pending Applications to see all applications for a single chapter.
Pending Members Report (Region Level)
Navigate to Reports>Region>Regional Office>Pending Members.
Happy Connecting!
Version 2014.10.27.1224
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