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be956004
Community Member

Client Account/Financials/No access

I have 2 client accounts. Under one of them when I go to "reports" there is a "transaction history" link which gives me a breakdown of all of the transactions, cost, date, who I hired, etc. I can download it and open it up in Excel. In my other "client account" there isn't a link under "reports". Can someone please help? I need this same report under my other "client account" but it doesn't give me any options. I have the same basic account on both client accounts. 

1 REPLY 1
AveryO
Community Manager
Community Manager

Hi John, 

If I understood you correctly, you could not access Reports > Transactions History in the other client account on your profile. You may want to check this with your company owner or the team member who has added you to the company Upwork account. They will need to set the Team Permissions on their account to have the correct account access. 

Let us know if you need further help so that our team can continue assisting you. 


~ Avery
Upwork
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