Resolve an unexpected approval route

Understand why a route differs from policy and choose the safe correction without rewriting active approvals.

First check the route that was calculated

Open the invoice and view its approval route. Compare the invoice values with the active policies in Settings > Company > Approval policies. Check policy order, additive or exclusive behavior, validation results, group membership, and the fallback approver.

Choose the correction

1. Correct wrong invoice data. If a vendor, amount, or other routing value is wrong, correct the invoice and follow the next action Clerked shows.

2. Correct the policy for future invoices. Edit a condition, stage, reviewer, or policy order when the business rule itself is wrong. A policy edit does not rewrite approval stages already in progress.

3. Correct membership or delegation. Update the employee, group, or active delegation when the intended reviewer cannot act.

4. Change the reviewers while the invoice is still in review. A user whose role includes the Override validation routing permission can open the route and select Change reviewers to add, remove, reorder, or replace review steps. Saving starts the review route again from its first step with the steps listed, notifies the new first-step reviewers, and keeps earlier review decisions in the invoice history.

5. Escalate a true one-off exception in approval. Once approval has started, Clerked does not provide a general customer control for freely replacing the active approval route on one invoice. Contact support with the invoice, current route, intended reviewer, and business reason when a one-time reroute is required.

Confirm the outcome

For a policy change, use a new representative invoice to verify the route. For an active invoice, reload the approval view and confirm that the supported correction or operator-assisted reroute is visible before asking another reviewer to act.