Approval FAQ
How do I know when something needs my approval?
Open Tasks and use the Invoices task tab when it appears. Task tabs show counts and appear only when that type of work is available.
Approval notifications also follow your notification settings.
Can I approve from my phone?
Yes. The platform works in any modern mobile browser. Review invoice details and approve or reject from your phone or tablet. No app install needed.
What happens when I reject an invoice?
You enter a reason so the AP team can see what needs to be corrected. The invoice then follows the rejection and resubmission behavior configured for its approval workflow.
Can multiple people need to approve the same invoice?
Yes. Approval policies can contain multiple sequential steps and approver groups. The policy editor provides Any group must approve and All groups must approve for group behavior.
What if I am going on vacation?
Set up a delegation before you leave. Approvals route to your delegate for the dates you specify. When you return, they route to you again.
Can I reverse an approval?
The actions available after approval depend on the invoice's current workflow state and your permissions. Ask your AP team to review the invoice, or contact support@clerked.ai if the needed action is not available.
How do I change who approves what?
Use Edit approval policies to change conditions, steps, approvers, and priority order.
For one-off changes on a single invoice, use a routing override instead of editing the policy.