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Business Operations
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.

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