Being your home for work means allowing you to work the way you prefer, including how you track purchases and spending.
Add a PO number
If your company requires purchase order (PO) numbers on job posts or offers, your company’s program owner* can load them into Upwork to attach to your contracts and use our reports to track your spending.
Members of your team who have full or finance admin privileges can set the PO details at creation and edit all of them later if needed. This includes the description, valid through date, and spend alert thresholds, and who can use the PO number. Admin members can restrict a PO’s use to just the appropriate hiring managers or make them available to your whole team.
If you have hiring manager access, you’ll be able to choose from allowed POs to add to your job post or to a contract offer when you hire. You can also add your own new PO when you create an offer.
When sending an offer:
- When sending an offer, scroll to the Purchase Order section
- Choose a PO from the dropdown section. You can search for a specific order, or choose Add a new purchase order button below. You can select I don’t have one yet from the dropdown if you plan to add a PO later
- If you choose to add a PO, complete the details, including the PO number and amount. You can also choose to add a description and a valid through date (optional)
When posting a job:
- Adding a purchase order when creating a job post will be one of the last steps before posting the job. If it doesn’t appear, it’s because POs are not enabled for your team or company
- Choose a PO from the dropdown section. You can search for a specific order, or choose Add a new purchase order button below. You can select I don’t have one yet from the dropdown if you plan to add a PO later
Depending on your company’s approval settings, your company may review the offer before it is sent, including the PO.
- Go to Reports › Purchase Order
- Choose Create PO and fill out the form
- Go to Reports › Purchase Order
- Hover over the (…) options drop-down menu to the right of the PO and choose Edit PO
- Adjust as needed and choose Update PO
- Go to Reports › Purchase Order
- For more detail, choose the PO in the list
- Go to Settings › Upwork Enterprise
- From the Purchase Orders section, choose the Edit button
- Find the PO you’re giving access to in the list
- Hover over the options drop-down menu (...) and select Edit
- Under Permission, choose the + button and
- Choose the team member you want to add
- Go to Settings › Upwork Enterprise
- From the Purchase Orders section, choose the Edit button
- From the Options & Control section, choose the Edit button
- Check the box next to “Require purchase orders when posting a job and extending an offer” to require POs, or deselect the box to make POs optional
- Go to Setting › Members & Permission
- Find the member of your team
- Hover over the options drop-down menu (...) and select Edit
- Under Admin, select Finance Only or Full privileges for the team member
Caution
Granting financial privileges to a team member will give them full access beyond PO numbers, into the company’s entire financial account, including all financial information and reports.
