Correct an invoice with Clark

Ask Clark for a correction, answer clarifying questions, and apply only the proposed changes you verify.

Start a conversation

Open Clark from the lower-right button. Select Open Clark, then describe the outcome in business language, such as “Split this line equally across the two selected values.” Mention the relevant line or field when it helps.
Answer clarifying questions. Clark keeps the conversation on the invoice. Click an offered answer to continue immediately, or type your own answer and select Send answer. If there are several questions, answer each in turn. If sending fails, your answer remains available to retry.
Ask Clark to prepare changes. The invoice switches to Review view while the proposal is open. Compare the suggested values with the document, including changes to totals, coding, matching, and allocations. An orange marker identifies a changed value, green identifies an addition, and red identifies a removal. When there is room, the field shows the previous value followed by the suggested value. On a narrower field, hover over it to see the comparison. Removed values have a strikethrough.

Removed lines are labeled with their original invoice line number.

When offered, select Review changes to bring the proposed fields into view. On a smaller screen, this reveals the invoice instead of leaving the Clark panel over it.
Correct the proposal if needed. Edit an available field in Review view or tell Clark what to change. These corrections update the pending proposal, including any dependent values. Wait for the refreshed comparison before making a decision.
Review and apply the whole proposal. Select Apply changes after checking all suggested changes, or Discard to turn it down. Individual changes are not selected with checkboxes. The invoice does not change until the apply action succeeds. Wait for the saved state, then check totals, coding, matching, validation, and the approval route.

Ask for a memory

Clark can prepare a memory change when you explicitly ask it to create, edit, or archive a memory. The card in the conversation shows the memory text and the vendors it applies to; an edit highlights the words added and removed. If it’s unclear whether the memory should apply to every invoice or only to one vendor’s invoices, Clark asks first. Review the proposed memory and select Approve to save it.

Approve several changes together

When Clark proposes more than one change in one answer, they appear on one card. Each change has its own Approve, and Approve all approves the pending ones; untick a change to leave it out. A proposed edit to one invoice can be approved from that card without opening the invoice. The card has no Discard of its own; to turn down a proposed invoice edit, select Discard on the invoice.

Clark can also prepare invoice actions, such as a hold or an approval, for you to approve. It does not run them on its own. See Ask Clark about AP work. Each apply or approve action is checked again against your permissions, current validation, and the latest invoice version.

Finish a proposal safely

You can close the Clark panel to inspect the invoice while keeping the proposal open. Reopen Clark to apply or discard it. Closing the panel does not save or discard your proposed changes.

If you switch companies with a pending proposal, choose Keep reviewing to stay or Discard to discard it and continue. Wait for the discard to finish before the company changes.

While a proposal is pending or applying, the invoice’s main action, such as Submit for Approval or Approve, is unavailable and shows Apply or discard AI proposal first. If Clerked refuses Apply changes, the proposal stays pending and Discard remains available. A proposal that shows Could not apply, or that became stale, no longer holds the invoice’s main action.

Undo and Redo are unavailable while a proposal is pending or applying. Select Apply changes or Discard before using those controls. A finished proposal marked stale does not block ordinary edits or Undo and Redo. A receipt-allocation proposal can include a purchase-order reference change, so review both before selecting Apply changes.

If Apply changes is unavailable, read the explanation on the proposal. Wait for a pending preview or save to finish. If the invoice shows Proposal preview unavailable, select Retry there to load the same proposal again. Retrying the preview does not save changes or create another proposal. Apply stays unavailable until the preview loads; you can still discard a pending proposal. Review the changed fields and any values that will be cleared. Ordinary row checkboxes select lines for editing; they do not choose which parts of a Clark proposal will be applied.

The view toggle is unavailable while the proposal is open. After the decision finishes and the invoice refreshes, your previous Review or Table view returns.

While applying or discarding, wait for the decision to finish. If Clerked cannot confirm the result, check the latest action status before trying again. The Clark panel stays open while a proposal is applying; if that takes unusually long, the panel lets you close it, and the outcome still appears on the invoice and in the conversation.

A proposal that can no longer be applied, for example because your access or the company’s rules changed after you approved it, shows Could not apply. Ask Clark to prepare a new proposal.

If the invoice changes and the proposal becomes stale, reload the current invoice values and ask Clark to prepare a new proposal. A pending proposal can still offer Discard when its preview cannot be applied. A proposal already marked stale or otherwise finished cannot be applied or discarded again. This keeps newer work from being replaced by an older proposal.

Announced in Meet Clark.