Understand approval rerouting after edits
Clerked reroutes an in-flight approval back to review when you save a material invoice change that can affect the approval decision.
Before you start
Open the invoice and check whether the Saving will reroute approval notice appears under the invoice title. The server decides when an edit requires this transition.
Edit an invoice during approval
- Select the Saving will reroute approval notice under the invoice title.
- Read the explanation in the popover.
- Make the needed invoice correction.
- Wait for the autosave indicator to show Saved.
There is no bulk or manual Reroute button in the invoice list. The reroute happens as part of saving an eligible invoice change.
What you should see
The invoice returns to review so the correction can be checked. Its activity shows Approval rerouted after edit. After review is complete, Clerked calculates the approval route again from the saved invoice data and current routing rules.
If something goes wrong
- If the reroute notice does not appear, the current edit policy may not require a reroute for that invoice or workflow phase.
- If autosave reports a validation error, correct the highlighted fields. Rerouting does not happen until the change saves.
- If autosave reports a network or version conflict, follow the message on screen and confirm the invoice reaches Saved before leaving the page.