Managing financials
Articles in this section
✓ Add PO numbers
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 ...
Continue reading✓ Australian GST for Enterprise clients
Australia requires Upwork to collect goods and services tax (GST) and remit it to Australia's government unless you have provided a valid Australian Business Number (ABN) and ac...
Continue reading✓ Dispute an agency or freelancer’s hours
Fixed-price contract? Learn more about escrow refunds for fixed-price contracts. We know you take time to interview and carefully consider the freelancers and agencies you con...
Continue reading✓ Download invoices and transaction reports
To help you focus on getting your projects done, we try to make tasks like record keeping as easy as possible. All payments on your Reports › Transaction history have official i...
Continue reading✓ Get a purchase orders report
The Purchase Orders Report is exclusive to Upwork Enterprise and offers visibility into your spend by Purchase Order (P.O.s). This report allows you to track your P.O. spend, co...
Continue reading✓ Get user activity reports
User activity reports can help analyze the data from you and your team's activity on Upwork. The granular details generated in these reports are beneficial to hiring managers, p...
Continue reading✓ India GST for Enterprise clients
India requires Upwork to collect goods and services tax (GST) and remit it to India’s government if we do not have a valid Goods and Services Tax Identification Number (GSTIN) o...
Continue reading✓ Manage U.S. tax forms
One advantage of paying your freelancers through Upwork is that you can avoid the hassle of having to file U.S. tax forms (W-2, 1099-MISC, 1099-NEC, etc.) for those freelancers....
Continue reading✓ Manage unresponsive freelancers
If you are working with a freelancer or agency and they become unresponsive for a long period of time, it may be best to pause the contract (if hourly) to avoid being billed and...
Continue reading✓ Reports
Reports offer simple ways to track how many hours your team logs and payments you have made. They also help you see what your team members are working on currently. The followin...
Continue reading✓ Request a refund
This article refers to requesting a refund directly from a freelancer or agency. If you need to request an escrow refund on a fixed-price contract (funds in escrow, but not yet ...
Continue reading✓ Request automated PO reports
Hiring managers can receive automated, up-to-date reports on their purchase orders (POs) by reaching out to us. Information we can include in PO reports PO number PO descripti...
Continue reading✓ See report options
Reports offer simple ways to track how many hours your team logs and payments you have made. They also help you see what your team members are working on currently. The followin...
Continue reading✓ Set up and assign custom fields
Custom fields allow you to track more specific data within job postings, contracts, and payments to better manage your work here. These custom fields become filters and are link...
Continue reading✓ Set up approvals for contract offers
To better manage spend, Enterprise clients can now authorize up to four users to approve all contract offers before they are sent to a freelancer. This enables your company to t...
Continue reading✓ The European Union VAT for clients
The European Union requires Upwork to collect value-added tax, or VAT, and remit the tax to your country’s government unless we have a valid VAT ID on file for you. VAT is a tax...
Continue reading✓ The United Kingdom VAT for clients
The United Kingdom requires Upwork to collect value-added tax, or VAT, and remit the tax to your country’s government unless we have a valid VAT ID on file for you. VAT is a tax...
Continue reading✓ Update or add a purchase order
A purchase order (PO) is an easy way to identify each contract. Find your contract’s PO Go to Jobs > All Contracts Select the contract that needs an updated PO Choose the Det...
Continue reading✓ View weekly billing summary
The weekly summary is a week-by-week breakdown of your spending. It includes all payments on hourly contracts, for fixed-price contracts and projects, and other manual payments....
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