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Statement of account on a monthly basis?

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Active Member
Erol A Member Since: May 4, 2016
1 of 3

Hi,

 

I am doing my accounting and am getting a bit frustrated with the way Upwork creates transaction statements.

It only gives PDF's for invoiced costs and I see no way of getting a presentable PDF with all transactions on it for a given period. All it gives now is the option to download a CSV file, but i dont have time to edit the whole thing into a readable layout every month. 

 

Is there any way this can be achieved otherwise?

 

Thanks.

 

 

 

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Community Guru
Melissa T Member Since: Dec 5, 2014
2 of 3

Erol, the short answer is no. The option to download CSVs and format them yourself is as close to what you're looking for in what Upwork offers. The PDFs Upwork provides are per invoice, as you say. They don't consolidate transactions into a date range. 

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Community Guru
Steven E. L Member Since: May 5, 2015
3 of 3

Print Screen -> .pdf ftw!

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