Navigate Clerked
Use the left navigation to move between the Clerked pages available for your current company and role.
Clerked hides pages you cannot use. If a section listed here is missing, your company may have it turned off or your role may not have access.
Find the main areas
The left navigation presents these areas in order when they are available:
| Label | What opens |
|---|---|
| Search | The Search AP records palette over your current page. Search does not have its own page or route. |
| Tasks | Work that needs review or a decision. |
| Emails | The AP email area. The navigation says Emails, while the browser address uses /inbox and the browser tab says `Clerked |
| Invoices | Your company's main document list. Your company may use another schema-defined label instead of Invoices. |
| Insights | Spend, payment, commitment, and process metrics. The browser address uses /dashboard, while the page and browser tab say Insights. |
| Agents | The Agents available to your company. |
| ERP Data | A grouped menu of the reference records configured for your company. |
If your company has Clerked Agent turned on and your role has the permission shown to administrators as Use Mod Agent, Clerked Agent also appears in the navigation. Read Use Clerked Agent before looking for it, because many companies do not have this surface turned on.
Open updates, help, and settings
The lower part of the left navigation contains three more controls:
- Updates opens Clerked product updates in a new browser tab.
- Help opens a menu with Help Center and Contact Support.
- Settings opens your profile settings first. Other settings pages appear only when your role can use them.
Use company and account controls
The account area shows the current organization name, your initials, Notifications, and the account menu. Use the organization control to switch companies when you have access to more than one.
Changing companies also changes the records, permissions, and Insights scope available to you.
Search without leaving the page
- Select Search near the top of the left navigation.
- Type at least two characters in Search AP records.
- Review the record label and the matched-field explanation under it.
- Select a result to open it.
Read Search AP records for result details and troubleshooting.
Check the browser tab
Browser tabs use the format Clerked | {page}. For example, the tabs for the three main work areas read Clerked | Insights, Clerked | Inbox, and Clerked | Invoices.
If the navigation looks different
- If a page is missing, ask an administrator to check your company role and whether the company has that area turned on.
- If you see only approval work, your company may use restricted approver mode.
- If a document label differs from Invoices, use the label your company has configured. The destination works the same way.