ClerkedHelp Center
August 21, 2026

Recover failed exports, route on validation, and save useful Task views

AP operators get explicit export-recovery actions, approval policies can use supported validation outcomes, and source-backed Task lists can save views.

Failed exports have an explicit recovery path

When an export fails, the invoice now shows the action appropriate to its current state. Correct the underlying invoice or integration issue and choose Retry export, or use Mark exported externally only when the business record was completed outside Clerked. Confirmation protects against an accidental lifecycle change.

Approval routing can use validation outcomes

Administrators can use supported firing validation checks as approval-policy conditions. The policy editor uses the current validation registry and company schema, so only available checks and fields appear.

Task views remember useful scopes

Source-backed Task lists can save supported filters and table state as a view. Saving a view changes how you return to the queue; it does not change assignments or access.