Clerked looks different this week. The interface has a new typeface, a new colour palette, and more room for the work you actually do. Underneath that, invoice lines moved into a single workspace instead of separate tabs.
This note also covers the changes that shipped since the 24 July release, so a few of the items below may already be familiar.
A refreshed interface
Every screen has been restyled. Page titles are larger, the left navigation is a little wider, and the colour palette has moved to a deeper blue. Nothing moved to a different place and no feature was removed, so your existing habits still work.
Help center screenshots are being recaptured against the new look over the next couple of weeks. Until that finishes, some images in the help center will show the previous styling. The written steps are current.
One workspace for invoice lines
Invoice lines used to sit behind separate tabs, one per line type. Those tabs are gone. Every group of lines now appears stacked in one workspace, in order, numbered continuously from the top of the invoice to the bottom, so a line's number no longer restarts when the type changes.
You can read that workspace two ways, using the Line item view control beside the first section heading:
- Review view shows one line at a time as a labelled card with every field your company has configured, which suits careful coding and checking a line against the source document.
- Table view shows the same lines as a dense grid with one row each, which suits scanning a long invoice and spotting the row that needs attention.
Clerked remembers which view you chose, per company, so you only pick once.
Opening a line gives you a full editor with Previous line and Next line, so you can work through an invoice without closing and reopening rows. Changes save as you make them, so the editor has Done rather than a save button.
Selecting several lines shows a toolbar with Set field, which applies one value to every line you picked. Line-level actions such as highlighting the line on the PDF or moving it to another section sit in the row's actions menu.
The section names, the fields on each line, and which view opens first all come from your company's configuration, so what you see may differ from a colleague at another organisation.
Roles and permissions
Roles moved to Settings, Organization, Roles & permissions, and now show your company roles and organization roles in one list. Opening a role shows its permission matrix. Built-in roles stay read-only, and you can start a new role from an existing one with either Create role or Duplicate role.
Companies that previously configured which line-item fields appear inline will find that setting is gone. Field display now follows your company's configured schema.
ERP Data in the navigation
The reference records synced from your accounting system are grouped under ERP Data in the left navigation. Expanding it lists the record types your company syncs, such as vendors, purchase orders, and GL accounts. Each opens the same searchable, filterable list as before.
Notices on the invoice title
Exceptions and warnings appear as chips directly under the invoice title rather than in a side panel. Selecting a chip opens the detail for that notice. Nothing about how notices are raised has changed, only where you find them.
Changing an approval route
Route changes for a single invoice now happen in the approval route control under the invoice title, which offers Change reviewers, Customize route, Edit route, and Use policy route. A route you stage is not active until the invoice is submitted, and the control says so while the change is pending.
Reviewing a multi-invoice PDF
The splitting screen was rebuilt as Review invoice pages. Pages run left to right in a strip with scissors between them, so you mark where one invoice ends and the next begins rather than dragging pages into groups. You can copy or remove selected pages, zoom a thumbnail, and start over with Reset. Confirming applies the split.
Processing errors
Clerked now separates temporary processing failures from permanent ones. A temporary failure retries on its own and creates no task for you. A document that cannot be processed at all comes to you for review with Mark handled and Cancel document. Because retries are automatic, the manual retry control was removed, and re-uploading a document after an error is no longer the right first step.
Working with your team
Several smaller additions landed since July:
- Typing
@supportin an invoice comment routes the thread to Clerked support, so you can ask a question without leaving the invoice. - Invoice and email detail pages show who else is looking at the record and whether they are viewing or editing.
- A Daily Task Digest email is available in your notification preferences. It summarises your open assigned tasks and is off unless you turn it on.
- Agent memories gained an Archived tab covering the last 30 days, so you can see what was archived and when.
- A new Unit-basis mismatch detection check flags invoices where the unit of measure on a line does not line up with the purchase order. It runs as a warning and can also indicate a legitimate partial shipment, so it asks you to confirm the delivered quantity and unit.
What to do
No action needed. Everything above is already available the next time you sign in.
If your team keeps internal notes or training material with Clerked screenshots in them, the interface refresh is a good moment to refresh those too.