Review validation checks
Clerked registers email, attachment, and invoice checks in one catalog. The checks available to your company depend on the catalog, your company schema, and the invoice type being processed.
Common invoice checks
| Check | Default | Applies to | What it finds |
|---|---|---|---|
| Duplicate invoice detection | Review | Invoice types allowed by the catalog | An invoice that matches an existing invoice candidate. |
| Duplicate credit memo detection | Review | Credit memos allowed by the catalog | A credit memo that matches an existing credit memo candidate. |
| Three-way match tolerance | Warn | Standard invoices | Price, quantity, or receipt allocation differences between an invoice line and its matched purchase order and receipt data. |
| Unit-basis mismatch detection | Warn | Standard and prepaid invoices | A likely unit-basis difference, such as a case price compared with an each quantity. |
| Vendor price drift | Off | Standard and prepaid invoices | Line pricing outside the vendor's recent price history when enough history is available. |
This table lists common platform checks, not every check your company may see. Company-scoped checks and schema requirements can add or remove entries.
Review a unit-basis mismatch
Unit-basis mismatch detection uses three configurable values:
- Price agreement threshold (%)
- Unit-basis quantity ratio
- Minimum extended-amount gap ($)
A result can point to a real unit-of-measure problem, but it can also describe a legitimate partial shipment. Confirm the delivered quantity and unit of measure before changing the invoice. Clerked does not infer a free-text unit conversion for you.
Resolve a PO line budget conflict
PO line budget conflict is a sign-aware export-time block. Clerked refuses the export when an invoice amount points in a direction that conflicts with the matched purchase order line or when the line does not have budget available.
An uncommitted credit does not restore purchase order capacity. Review the purchase order match before retrying the export, and confirm that any credit expected to restore capacity has completed its ERP sync.
The customer-facing message is: “A referenced PO line does not have budget available for this export. Review the PO match before retrying.”
Understand action limits
Each catalog entry declares the actions it allows. For example, the three-way match and unit-basis checks allow Off, Warn, and Review. Other catalog entries can allow Block, including invoice exporter preconditions.
Some hard blocks are managed by the runtime and are not settings you can turn off. If a check is editable, its row appears on the Validation checks page with the allowed choices.