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New Billings & Earnings Report Available

vladag
Community Manager
Vladimir G Community Manager Member Since: Oct 31, 2014
1 of 12

Upwork recently created a new report called the Billings and Earnings report to address the needs expressed by our community of talent and to make it easier to keep track of earnings. The Billings and Earnings Report includes a date filter, an option to download a CSV file, and detailed information about earnings. Note, the Lifetime Billings report will eventually be moved to the Billings and Earnings report at a later date.

 

About the Billings & Earnings Report:

 

  • The report is now available in the navigation bar under “Reports
  • View, print, or export reports in CSV format
  • View earnings and any applicable fees or taxes by client for the past 3 years
  • For earnings older than three years, we suggest using the Transaction History report 

 

(1) The Billings & Earnings report is available in the navigation bar under “Reports”.

Billings & Earnings_Callouts_1.png


(2) Upon landing on the page, the report will display your current year’s earnings by default. (3) View up to the past three years worth of earnings history. 

 

Billings & Earnings_Callouts_2&3.png

 

(4) Applicable fees and taxes required to be remitted by Upwork on your behalf are displayed. If there are no applicable taxes, labels related to taxes will not be displayed. (Don’t forget about your taxes! We only collect and remit certain taxes, like VAT, but you may be responsible for other taxes, like income tax.) 

(5) Earnings are calculated by subtracting the fees and taxes from the total billed amount. 

(6) The CSV export includes all information displayed on the page.

Billings & Earnings_Callouts_4.5.6.png

 

(7) A “no earnings to display for the selected date range” message will appear when the date range selected does not have an earnings history.

 

Billings & Earnings_Callouts_7 blankpg.png


For more information, see the Earnings Reports article in our Help Center.

 

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m_terrazas
Community Guru
Maria T Member Since: Nov 12, 2015
2 of 12

Vlad,

Why isn't available download also a PDF?
It is much more comfortable.

vladag
Community Manager
Vladimir G Community Manager Member Since: Oct 31, 2014
3 of 12

Hi Maria, thanks for the question.

 

Please note we offer all of our reports in CSV format to allow for analyzing and storing data. PDFs of earnings is available via the Certificate of Earnings report. Let us know if this set up works for you.

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jr-translation
Community Guru
Jennifer R Member Since: Sep 15, 2017
4 of 12

It might be intentional but I think there is a mistake.

The column "Total billed" only included the amount in the selected period. The columns "Fees paid" and "Your earnings" are lifetime on the contract not for the selected period.

 

I am adding picture to show the problem like the 100% fee in the last row.
Screenshot_1.pngScreenshot_2.png

jr-translation
Community Guru
Jennifer R Member Since: Sep 15, 2017
5 of 12

Jennifer R wrote:

It might be intentional but I think there is a mistake.

The column "Total billed" only included the amount in the selected period. The columns "Fees paid" and "Your earnings" are lifetime on the contract not for the selected period.

 

I am adding picture to show the problem like the 100% fee in the last row.
Screenshot_1.pngScreenshot_2.png


Hello, is it a bug or are these numbers for 2020 correct?

vladag
Community Manager
Vladimir G Community Manager Member Since: Oct 31, 2014
6 of 12

Hi Jennifer,

Thanks for the follow-up. I've just sent you a private message and would appreciate if you could follow up on it, so we can be sure we're replicating the right information. Thank you!

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gilbert-phyllis
Community Guru
Phyllis G Member Since: Sep 8, 2016
7 of 12

Thank you!!!!!

shahareja_dev
Active Member
MD. S Member Since: Jan 31, 2021
8 of 12

Thank you for updating the new features Heart

morozovmykyta
Active Member
Mykyta M Member Since: Apr 26, 2021
9 of 12
Hi! Feature is amazing, tho I think it will be helpful if we have names of team members, who did the job per contract. Would be really helpful for companies P&L reports
koenigwrites
Active Member
Jeff K Member Since: Feb 10, 2020
10 of 12

Thank you for adding this feature!

 

I have been waiting for better tools to keep track of my earnings on UpWork since I joined. This new feature will save me a huge amount of time on the accounting end, and free up more time to work on growing my consultancy.

 

It is much sleeker, and has the information I actually need to keep track of my income and earnings on the platform.

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