This is for:
- All enterprise plan clients with mature financial needs (e.g. PO process, finance department, milestone adherence, compliance to contract end dates, etc.)
- Business Segments: MM, LB, Strategic
Not for:
- Business Segments: VSB+, SB
- Enterprise accounts with immature financial needs
- Accounts with less than 10 users
- Accounts with few projects or only repeatable task projects
This feature focuses on increasing visibility to enhance the oversight and feeling of security with spend on Upwork. Specifically, it addresses the billing missiles that come in and require our team to make the client aware of urgent spend matters that block payments.
- Who: Only Hiring Managers, Admins and Program Owners will receive emails since they are the only ones with permission to initiate spend.
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When: Weekly if there is an alert triggered. Alert email will only be sent if:
- For HM: that user owns a job or contract that requires attention
- For Admin/EPO: there is at least 1 job or contract on the account that requires attention
- Setting is enabled on the Notification Settings page (/ab/notification-settings/)
- Spend Alerts included in email:
- Contracts with expired PO: Activates if there are contracts linked to a PO that is expired
- Contracts with PO that is out of funds - Activates if there are contracts linked to a PO with current funds at less than or equal to $0. It will NOT activate for POs with $1 since these may be placeholders.
- Job Posts with placeholder PO (when required)* - Activates if a Job Post has no PO linked to it (using the “I don’t have one yet” setting) and the account requires that POs are added to all Job Posts
- Contracts past their end date - Activates when an active, fixed price contracts reaches its end date without being closed
- Contracts with PO reaching a threshold alert - Activates for all linked contracts when a Purchase Order reaches an alert threshold the client has configured for POs (50%, 75%, 90% of funds spent)
- Contracts with PO expiring in 2 weeks - Activates for all linked contracts when a PO that is expiring in 2 weeks