Documentation
Fundamentals
Upwork
Virtual Assistant Expenses -
- Payment method - Kevin Grow's Ramp card.
- Upwork transaction history is uploaded into the Upworker VA Calculations worksheet weekly.
- Formulas automatically calculate the expenses for various categories (Social, Packets, Graphics, Prep Scores).
- Lainey allocates correct amounts to corresponding departments within the Ramp transaction along with GL coding. Then the Ramp transaction is synced to Acumatica.