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Ariel's avatar
Ariel A Community Member

How to Automatically Forward Invoices and Receipts to Team Member?

Hi guys, 

I'm hoping I can find a solution to my issue here. 

I'm managing two contractors through Upwork and need some assistance with invoice and receipt forwarding. Here's my situation:

  • I've added our CTO as a team member in Upwork
  • The CTO is responsible for managing our finances
  • I've explored account settings but haven't found an option for automatic forwarding

What I need:

  • Automatic forwarding of all invoices and receipts to our CTO
  • This should happen without anyone actually needing to go into upwork to retrieve for each transaction

Questions:

  1. Is there a setting I might have missed to enable this?
  2. If not, is this functionality available in Upwork?
  3. Are there any workarounds or alternative methods to achieve this?

Any guidance would be greatly appreciated. Our goal is to streamline our financial processes and ensure our CTO has immediate access to all financial documents related to our Upwork contractors.

Thank you so much

1 REPLY 1
Ivaylo's avatar
Ivaylo G Community Member

From my own experience:

  1. There is no such setting.
  2. Upwork does not plan to offer such feature.
  3. The only non-manual solution is to apply for an API key and write your own automation to poll Upwork API everyday for new invoices. My applications for API key were rejected, so I am stuck with manually issuing my invoices. There is a semi-manual solution where you can download a CSV export of your invoices for a certain period - but it requires several clicks to set the time range and then you need to somehow feed this CSV into your accounting software.