Review AI recommendations and field rationales
Use the invoice recommendation and field-level rationales as context while you compare the invoice with its source and validation results.
Read the invoice recommendation
- Open an invoice from Invoices or Tasks.
- Find the recommendation banner near the top of the invoice work area.
- Read its headline and summary.
- Select Show more when the banner has more detail.
- Read Issues to review and Checks passed when those sections appear.
- Select Show less to collapse the detail.
The banner uses color to reflect the stored recommendation status, but its headline and summary tell you what the agent recommends for this invoice. Treat it as guidance, then check the source document and current validation results before you act.
Read a field rationale
- Find a sparkle control beside a header or line field.
- Select or focus the sparkle control.
- Read Clark's reasoning in the popover.
- Compare that explanation with the source document and related invoice fields.
- Correct the field when the source does not support the current value.
Field rationales appear only when the agent recorded reasoning for that field. They can also appear on invoice lines in Review view and the full line editor.
What you should see
The recommendation banner stays separate from title-area notice chips. A field rationale opens beside the field it explains, so you can read the reason without leaving the invoice.
If something goes wrong
- If Show more is missing, the recommendation has no issue or passed-check list to expand.
- If a sparkle control is missing, that field has no stored rationale for the current invoice.
- If the recommendation conflicts with a blocking validation result, resolve the validation result before moving the invoice forward.