Browse ERP data
Use ERP Data to browse the reference records Clerked receives from your connected ERP.
Open an ERP data list
- Select ERP Data in the navigation to expand its configured lists.
- Select the segment you want to browse.
- Use the search box, Filter, Sort, or Columns above the table to narrow the list.
- Select a row when you want to view the record's details.
The segments and fields you see depend on your company's ERP and schema. Common examples include vendors, purchase orders, receipts, GL accounts, and accounting dimensions, but your company may use different labels or omit some segments.
For a broader introduction to this area, read Understand ERP Data.
Where this data comes from
ERP reference records sync from your connected ERP. Clerked uses them in invoice coding, matching, search, and record links, while your ERP remains the system of record.
To correct an ERP reference record, update it in your ERP and wait for the next sync. Do not use custom fields to replace an ERP reference field because custom fields are separate workspace fields.
What you should see
Each configured segment opens a list with the controls supported by that segment's schema. Selecting a row opens the details available for that record type.
If something goes wrong
- If a segment is missing under ERP Data, your integration or company schema may not provide it.
- If a value is outdated, correct it in your ERP, then allow time for the next sync.
- If a search or filter field is missing, it may not be configured for that list in your company's schema.