Managing financials
Articles in this section
Being your home for work means allowing you to work the way you prefer, including how you track purchases and spending. Add PO number to Enterprise invoice If your company requ...
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...
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...
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...
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...
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....
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...
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...
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 ...
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...
Transactions on fixed-price contracts have more complex back-end accounting than on hourly contracts because funds are being moved around in more steps. Fixed-Price Transaction ...
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...
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...
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...
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...
The weekly summary is a week-by-week breakdown of your spending. It includes all payments on hourly contracts, escrow deposits for fixed-price contracts and projects, and other ...