Being your home for work means allowing you to work the way you prefer. If your company requires purchase order (PO) numbers on invoices, you can easily set one in team settings.
To set a PO number
- Go to Settings › Team
- Select Edit Team Info from the Actions drop-down
- Enter your current PO number and click the Update button
Entering a PO will ensure that it appears everywhere it needs to be, including every invoice and in CSV reports of your financial activities.
You cannot add, change, or remove PO numbers retroactively. If you need a particular transaction to have a particular PO number, you must add it to the system before the transaction is invoiced.
If you have multiple teams within your company, you can set a company-wide PO number by entering it on the top-level team (also known as the parent team). An individual team's PO number, if set, will override the company-wide PO number.
Add PO number to Enterprise invoice
If your company requires PO numbers on invoices, your company’s program owner* can load them into Upwork to attach to your contracts and use our reports to track your spending. Set the PO details at creation and edit all of them later if needed — including the description, valid through date, who can use the PO number, and spend alert thresholds. Restrict their use to just the appropriate hiring managers or make them available to your whole team.
- Go to Reports › Purchase Order
- Choose Create PO and fill out the form
- Go to Reports › Purchase Order
- Hover over the (…) options 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 › Enterprise › Purchase Orders › Options & Control
- Choose the team member
- Go to Settings › Enterprise › Purchase Orders › Options & Control
- Choose Yes or No
- Go to Setting › Members & Permission
- Set Financial privileges for the appropriate 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.