**EE KB - Certificate of Earnings Report Process-For earnings information outside of the 12m COE option

The Certificate of Earnings report is available in the reports section of a users profile. It calculates a freelancer’s earnings for the past one, three, six, and 12 months based on the date selected. However, the date ranges cannot be adjusted. If a user requests earnings information outside of the 12 month window, follow the below process. 

How to create a Certificate of Earnings document:

1. Make a copy of the 

a. For Freelancer:Certificate of Earnings Document 

b. For an Agency: Certificate of Earnings Document for an Agency 

2. The title will be the user’s First/Last name / userID

Locating the freelancer’s earnings:

1. Using the freelancer's accounting entity in OBO, pull their earnings by desired date
2. Use EE COE Calculator to calculate the freelancer’s earnings. 

Completing the document: 

Once all information has been gathered 

1. Enter the user information 
2. Enter the transaction information 

a. Freelancers may request the information in months or years depending on their specific requirements. Adjust the table at the bottom of the document to accommodate the user’s request.   

3. Download as PDF document 

a. Add Nancy Van Brunt’s name to the document 

4. Save the PDF and send it to the freelancer via the original ticket.