Find and manage invoices

Use search, filters, sorting, columns, saved views, archive, and available bulk actions.

Find the right invoices

Use the Invoices workspace when you need the complete invoice list rather than only assigned tasks. The rows and available columns reflect the current company’s fields and your visibility. The Exported tab covers invoices Clerked exported and invoices someone recorded as exported externally.

Invoices workspace with search, filters, sorting, and invoice rows — Use the toolbar to find invoices, then select rows to see available bulk actions.

Read approval status

The table can include an Approval column. Pending approvers appear as initials, and hovering over them shows more detail. An empty cell means there is no pending approver right now. Decision buttons appear only when your assignment, access, the invoice state, and approval policy allow them.

Search for a known value. Search can use the invoice values configured for your company. If a value is not found, clear other filters and check that you are in the correct company.
Add focused filters. Use filters for a repeatable question, such as invoices from a vendor or invoices in a visible state. A filter that leaves values out, such as is not or is none of, keeps invoices where the field is empty; add is not empty to leave those out too. Views saved before these filters started keeping empty values still return what they did then: where it mattered, they gained an extra condition that leaves the empty values out. Check the count and active filter chips before selecting rows.
Arrange the table. Use Sorted by and Columns to make important values easier to compare. Save the view when you need the same layout again. Saved views change the list presentation, not the invoices. Your search stays in place as you switch status tabs. A saved view keeps its own search and filters, so leaving it opens the tab without the view’s search.
Select invoices carefully. Wait for the list to finish updating, then select the intended rows. Bulk actions only appear when your access and the selected invoice states support them.
Review partial results. Clerked reports any failures. Check the invoices’ current states before retrying instead of repeating the action across the full selection.

Return an invoice to AP

When you are a current authorized reviewer or an invoice editor with current write access, the row action menu offers Return to AP during validation or approval. Editors who own export also see it on an approved invoice that can still be returned, such as one not yet sent to your accounting system. Enter the required reason for a fresh AP review. At the first AP review, before anyone has recorded a decision, make corrections on the invoice and submit it instead. Saved values remain, and earlier approvals do not count in the new cycle.

People who were assigned to an invoice earlier keep it: a named reviewer on any past review cycle, or the person who actually decided on someone’s behalf, can still open the invoice and return it to AP while they hold review permission, even after a delegation ended. Return to AP is the only way an invoice goes back; there is no separate reject or withdraw action.

Set field on several invoices skips any invoice that is with an approver you are not when the field requires AP review; the dialog says how many and why, so return those invoices to AP first. When some updates fail, the result groups them by reason.

Selecting several rows offers Return to AP as a bulk action. Each invoice is returned with the same reason and reports its own result. Every invoice has a review restart limit; at that limit Return to AP is disabled with the reason shown and the invoice stays with its current reviewer.

Announced in Clearer invoice review, validation, and Return to AP.