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Maximize Efficiency with the Updated Invoices Page

Claire Lee
Claire Lee

Managing invoices can feel like a never-ending task, especially if your team is growing or you're working across multiple projects. That’s why we’re excited to announce the redesign of Braintrust’s Invoices page! We’ve listened to your feedback and made key updates that will make managing your talent’s invoices smoother, faster, and more customizable.

Whether you’re a finance operator looking to track spend or an operations manager overseeing multiple teams, our newly improved Invoices page is designed to help you stay organized, manage your budget, and keep your processes running like clockwork.

What’s new on the Invoices page?

The Invoices page isn’t new, but it’s better than ever. With these latest improvements, you can now do more with your invoice data, tailor the page to your specific needs, and find exactly what you’re looking for with ease. Here’s what’s been updated:

1. Export to CSV for custom reporting

We know many of you rely on Excel to manage and analyze your invoice data across different systems. That’s why we’ve added a highly requested feature—exporting invoice data to CSV. Whether you're auditing expenses, comparing invoices with time trackers, or generating reports for your finance team, you can now export exactly the information you need with just a few clicks.

Export

Gone are the days of copying and pasting data from the screen. The new export to CSV functionality gives you the freedom to generate reports on the fly. Filter your data, choose the columns you need, and export the information—ready to be shared or analyzed in Excel.

2. Filter by job owner, Talent name, Project

One of the biggest pain points we heard from our customers was the difficulty in filtering and sorting invoices by specific criteria. Now, with the updated filter options, you can quickly narrow down invoices based on Talent Name, Job Owner, Project, and more. If you're responsible for only a portion of your company’s talent, you can now easily view just your team’s invoices, avoiding unnecessary clutter.

Filter

Whether you’re looking for invoices related to a specific project, checking the status of a payment, or pulling up invoices from a specific talent, the improved filters help you get there with minimal effort.

3. New columns for more complete data

We’ve also added additional columns of information to the invoice table, giving you a more detailed view at a glance. You can now see Talent Email Address, Start and End Dates of contracts, PO numbers, and other key details that were previously buried inside individual invoices. This change not only makes it easier to get a quick overview of your data but also reduces the time spent jumping between pages.

4. Customize your columns to suit your needs

No two businesses are the same, so we’ve introduced the ability for users to customize which columns are visible on the invoice table. Choose the columns that matter most to you—whether it’s hours billed, rate, or project details—and we'll save your preferences for a more streamlined experience every time you come back.

Finance and operations teams need tools that adapt to their specific workflows. Focus only on the data that matters most and eliminate distractions from unnecessary columns.

Invoices-1

Why we made these changes

Managing invoices is a core function for many Braintrust clients, especially as companies scale. Through our conversations with clients—ranging from startups to enterprises—it became clear that invoice management wasn’t as seamless as it could be. Clients, particularly larger ones with multiple talent contracts and significant budgets, needed more flexibility and speed when dealing with invoices.

Larger companies often need more advanced tools to manage bigger teams and budgets. With the redesigned Invoices page, we’ve taken those needs into account. As your company grows, managing multiple invoices, projects, and talent becomes easier, helping you scale without scaling your administrative burden.

Finance teams asked for quicker ways to audit data, track payments, and compare invoices with other systems like time trackers and credit card receipts. Clients also shared that while they trust their talent to bill accurately, they still need a clear, customizable way to monitor and reconcile invoice data. Our new features are designed to address these needs.

Why this matters for your business

The need for enhanced reporting and filtering was clear. As your team grows, so does the volume of invoices, and the more complex your tracking needs become. Our redesigned page aims to ease that complexity, giving you the tools to self-serve faster and manage large volumes of invoice data with ease.

No more manual workarounds or complicated spreadsheets—everything you need is available in one place, with the flexibility to customize your view and export your data whenever necessary.

Try the redesigned Invoices page for yourself!

Whether you’re responsible for a small team or managing enterprise-level budgets, the redesigned Invoices page is here to help you work smarter, not harder.

Ready to experience the new and improved Invoices page? Log in to your Braintrust account and start testing it out! And don't forget to pay your invoices

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