Navigate Clerked

Find day-to-day work, configuration, notifications, updates, and help from the current navigation.

Primary workspaces

The left sidebar keeps your main work in one place:

Home opens Clerked Agent when it is available for your company.
Tasks collects work that needs a person, including invoice, email, agent, and failed-export work.
Emails shows invoice conversations and attachments sent to Clerked.
Invoices is the complete invoice list and review workspace.
Insights explains spend, commitments, and process health for the scope you can view.
Agents shows Clerked’s processing agents and any custom agents your company can use.
ERP Data opens reference records synchronized from connected systems.

Clerked navigation beside the Tasks workspace — The sidebar stays consistent while the main workspace changes. Items can vary with your access and company features.

Account and configuration

Select your name at the bottom of the sidebar to open your account menu. Use Settings for your profile, notifications, password, organization access, and company configuration. You will only see settings that your role can manage.

If you work across companies, use the company chooser near the bottom of the sidebar before reviewing records or changing company settings. The current company affects the records, fields, and controls you see.

Updates and help

Open Updates for recent product changes and Help for this Help Center. If a workspace is missing, first check the current company. Then ask an administrator to confirm your role and company assignment.