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How can I organize my jobs with PO Numbers and User Defined Fields?

Elance offers the ability to make multiple payments at once for Private Talent Cloud (PTC) Clients. Learn more about PTC here.

As a PTC Client, you can assign purchase order numbers (PO) and other important information to jobs with User Defined Fields (UDF). Once assigned to a job, UDFs and POs will be displayed on all invoices received or payments made on a specified job to help you with accounting and record keeping.

How do I enable PO Tracking?

To enable the PO Tracking feature follow these steps:

  1. Click on your username at the top of the Elance website and choose Settings from the drop-down menu.

  2. Click Private Talent Cloud from the left navigation bar.

  3. Click User Defined Fields.

  4. In order to activate this feature, please set the PO Number to ON.

How to assign a PO to a job:

Once PO Tracking has been enabled, a PO can be associated to a project from the job post or from the Payments page of a specific Workroom. Add a PO from a job post page under the Location, Privacy and Other Options.

The pull-down menu will allow you to setup a new PO or select an existing PO you already have setup.

To add a PO to an already existing job, go to My Elance in the top navigation bar. Then click on the name of the job and choose Payments. Click Edit to the right of PO Number and select Enter New PO Number or select an existing PO you already have setup.

Once a PO number is setup for a job, it can be edited from the same Payments page shown above for future invoices.

How do I create User Defined Fields?

  1. Click on your username at the top of the Elance website and choose Settings from the drop-down menu.

  2. Click Private Talent Cloud from the left navigation bar.

  3. Click User Defined Fields.

  4. Click the Create New UDF.

  5. Enter Field Title and Values.  When you are done, click Save.

How do I add a UDF to an Invoice?

  1. Click My Elance in the top navigation bar.

  2. Find the job you want to add a UDF to and use the expand feature on the right of the job to access the job panel.  

  3. Scroll down to access your drop down options.  You can also create New UDFs from here by clicking the link.

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How do I edit or remove a UDF or PO?

  1. Go to Manage in the top navigation bar and click My Reports
  2. Click Payments by UDF/PO
  3. Click Add a PO or UDF
  4. From this page, you may edit or remove PO's or UDF's

 

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