Being your home for work means making it possible for you to work the way you prefer, including how you track purchases and spending. If your company requires purchase order (PO) numbers on invoices, you can easily set one in team settings.

To set a PO number


  1. Go to SettingsTeams
  2. Select Edit Team Info from the ellipsis drop-down menu (...)
  3. Enter your current PO number and select the Save 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.

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.

To add a new PO if you have admin or finance privileges
  1. Go to ReportsPurchase Order
  2. Choose Create PO and fill out the form
To choose or add a new PO if you are a hiring manager
  1. In the Purchase Order section of your offer, choose a PO from the dropdown selection in Select purchase order, search for a specific order, or choose Add new purchase order
  2. 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)

Depending on your company’s approval settings, your company may review the offer before it is sent, including the PO.

To edit a PO (admin or finance privileges required)
  1. Go to ReportsPurchase Order
  2. Hover over the (…) options drop-down menu to the right of the PO and choose Edit PO
  3. Adjust as needed and choose Update PO
To check your PO status (admin or finance privileges required)
  1. Go to ReportsPurchase Order
  2. For more detail, choose the PO in the list
To give a team member access to a PO (admin or finance privileges required)
  1. Go to SettingsUpwork Enterprise
  2. From the Purchase Orders section, choose the Edit button
  3. Find the PO you’re giving access to in the list
  4. Hover over the options drop-down menu (...) and select Edit
  5. Under Permission, choose the + button and
  6. Choose the team member you want to add
To make POs required or optional (admin or finance privileges required)
  1. Go to SettingsUpwork Enterprise
  2. From the Purchase Orders section, choose the Edit button
  3. From the Options & Control section, choose the Edit button
  4. 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
To enable PO creation permissions for another member of your team (admin or finance privileges required)
  1. Go to Setting › Members & Permission
  2. Find the member of your team
  3. Hover over the options drop-down menu (...) and select Edit
  4. 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.

*Note

Only clients who have the PO functionality turned on by their Enterprise Admin can use PO numbers. Contact your account team to use this feature.

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