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imakamel
Member

transaction history from last year

Hi, Upwork gurus,

 

I have a question, is there a possibility to retrieve my transaction history from last year for my financial records? 

 

Have all of you a beautiful day

 

Iman

ACCEPTED SOLUTION


@Iman K wrote:
Hi, thank you, Renate, for your swift response. I tried to go as far back as beginning of 2016 and it didn't work. It is possible to get this history back to beginning of last year?

Thank you so much for helping me,

Iman

I just tried it and it worked. Make sure you select the date (January 1, for example)

 

Note: I started working here this year only.

transactions.png

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rverang
Member


@Iman K wrote:

Hi, Upwork gurus,

 

I have a question, is there a possibility to retrieve my transaction history from last year for my financial records? 

 

Have all of you a beautiful day

 

Iman


You can go to Reports->Transaction History.

 

You can then filter by start and end date, transaction type and client.

Hi, thank you, Renate, for your swift response. I tried to go as far back as beginning of 2016 and it didn't work. It is possible to get this history back to beginning of last year?

Thank you so much for helping me,

Iman


@Iman K wrote:
Hi, thank you, Renate, for your swift response. I tried to go as far back as beginning of 2016 and it didn't work. It is possible to get this history back to beginning of last year?

Thank you so much for helping me,

Iman

I just tried it and it worked. Make sure you select the date (January 1, for example)

 

Note: I started working here this year only.

transactions.png

Thank you Renante, for this year it works perfectly. I am asking about the last year 2016.

Is there out there somebody who can help with information?

Thanks and have a great day Renante.


@Iman K wrote:
Thank you Renante, for this year it works perfectly. I am asking about the last year 2016.


 Huh?

Last year was 2017 - not 2016

The screenshot shows 2016 which is what you asked for

If you want last year (2017) then do the same, but enter 2017 and not 2016.

 

Hi Iman,

The advise Renante shared is correct. If you have transaction during that period of time they will be listed. Thank you!

~ Goran
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