Resolve a vendor match

Use candidate details to confirm or change the vendor connected to an invoice.

What to do

1. Review the details. Compare the source name, address, identifiers, prior context, and candidate vendor details shown by Clerked. Candidate order is a clue, not an approval decision.

2. Choose or change the vendor. Select the correct vendor through the reference picker. If no candidate is correct, use the available vendor-data or escalation process instead of choosing a near match.

3. Review the invoice again. Changing the vendor can affect coding suggestions, matching, checks, and approval or export readiness. Wait for the save to finish, then check those areas again. Saving does not move the invoice to another stage; if the change requires AP review during approval, use Return to AP when you have finished editing.