Worker Guide‎ > ‎08 Management‎ > ‎Reports‎ > ‎

Monthly Update


There are two reasons we ask you to complete a Monthly Update: 1) We care about you and want to know how you're doing and 2) Accountability. You to us and us to the rest of the Convention. One way we do this is not only through numbers but also through stories. Please answer thoroughly (use proper grammar, capitalization, and punctuation) and know you are talking to a broader audience than just your Supervisor (unless noted in that question).

Submit Your Monthly Update, Contacts, & Financial Reports

Monthly Update FAQs

When is my Monthly Update due?

The last business day of every month.

What financial statements am I required to submit ?

If you are responsible for any checking, savings, and/or investment accounts, you are required to send a Transaction Report & Bank Statement for EACH account every month. They are due on the first day of the month with all transactions for the previous month.

The Transaction Report MUST be in Excel spreadsheet format and should include the beginning balance, income & expenses from the account, and an ending balance. *
The Bank Statement can be either Excel spreadsheet or PDF format.

Is there an easier way to log contacts? 
Open the Salesforce link (above) and save it to your phone. Then when you're out and want to enter the contact after you leave a meeting, just open your phone, click that link and enter it there.

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