Jun 7, 2018 12:36:57 AM by Iman K
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
Solved! Go to Solution.
Jun 7, 2018 02:53:02 AM Edited Jun 7, 2018 03:46:57 AM by Renante V
@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.
Jun 7, 2018 02:19:36 AM by Renante V
@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.
Jun 7, 2018 02:23:52 AM by Iman K
Jun 7, 2018 02:53:02 AM Edited Jun 7, 2018 03:46:57 AM by Renante V
@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.
Jun 7, 2018 03:08:30 AM by Iman K
Jun 7, 2018 03:25:50 AM by Petra R
@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.
Jun 7, 2018 03:27:58 AM by Goran V
Hi Iman,
The advise Renante shared is correct. If you have transaction during that period of time they will be listed. Thank you!