New BNI Connect Feature Request - Recurring Referral Slips
Hello BNI Global IT & Development Team.
Was wondering if it would be possible to create a feature in BNI Connect to have the ability to create “recurring” referral slips (similar to how you can do recurring payments for bank transactions)?
I know that it’s a big request to update the BNI Connect app, but this has been requested so that it would be easier to log and track the use of subscription style services (e.g., monthly website maintenance, weekly lawn mowing, etc.)
I’m also aware that there have been similar requests previously made on this via BNI Connect Support regarding TYFCB slips, and that it is on the master list of feature requests for future discussion and consideration.
Was wondering if I get a lot of members to vote and like this submission request, if it would increase the "vote for prioritisation"?
Any information on this would be greatly appreciated.
Kind Regards
Nemanja Petrovic
BNI Universe
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I strongly support this feature request.
I have a considerable amount of recurring business from former BNI members, current BNI members, and referrals generated by them. In many modern business models, especially subscription and retainer-based services, invoicing and payment processing are already fully automated.
Manually entering recurring TYFCB every single month creates a significant amount of repetitive administrative work that duplicates processes already being handled automatically by billing systems. As the number of recurring clients grows, consistently maintaining manual reporting becomes increasingly impractical.
A recurring TYFCB feature would likely increase reporting accuracy and dramatically expand the amount of closed business being reported inside BNI, because a large portion of legitimate recurring business currently goes unreported simply due to the time required to manually enter it every month.
Members could also periodically review and remove inactive recurring entries, helping maintain accuracy over time.
I believe the small possibility of occasional overreporting would be far outweighed by the much larger amount of recurring business that is currently underreported.
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