Worker Guide‎ > ‎08 Management‎ > ‎Reports‎ > ‎

Monthly Update

Overview

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). Here are the Monthly Update Questions you'll be asked each month. Here are the Contact Report Questions you'll be asked each month.


Submit Your Monthly Update

  1. Submit your monthly update online at https://www.surveymonkey.com/r/monthlyupdate2018-2019
  2. Submit your contacts online at https://www.surveymonkey.com/r/txbsmcontacts
  3. Submit your financial statements to texasbsm+financial@gmail.com (Directors only)

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.

Please name your files as follows:
YYYY-MM Campus BSM Checking Transaction Report
YYYY-MM Campus BSM Checking Bank Statement
YYYY-MM Campus BSM Savings Transaction Report
YYYY-MM Campus BSM Savings Bank Statement
They should be emailed as attachments to texasbsm+financial@gmail.com and also shared with members of your local committee or advisory board.

*If you are having trouble getting Quicken to save any of these file types, see the Quicken "How to" helps in the Financial section.

Is there an easier way to log contacts? 

Open the Contact Report on your phone and save it as a bookmark so if you're out and want to enter the info after you leave a meeting, just open your phone, click that button and there's the contact report (tested on the iPhone, so if it works differently on Android let us know.)


© Texas Baptist Student Ministry   |  collegeministry@texasbaptists.org   |   214-828-5250  |  Updated 05/07/2019

http://monthlyupdate.texasbsmstaff.org