Understand company-specific validation
Your company sees the parts of the validation catalog that fit its schema, connector data, and saved settings.
Field labels and available checks can vary by company. Use the labels shown in your Clerked workspace when they differ from an example in this help center.
See what determines a check
Four sources work together:
| Source | What it controls |
|---|---|
| Validation catalog | The check's stage, supported invoice types, allowed actions, fine-tuning fields, and result behavior. |
| Company schema | The fields and relationships available for a check, such as purchase order and receipt references. |
| Connector data | The ERP records that Clerked can compare with the invoice. |
| Company settings | The allowed action and fine-tuning values saved for a configurable check. |
This means two companies can use the same platform check but see different fields or results. It also means a check should not be copied from one company to another without confirming that the required schema roles and connector data exist.
Find your available checks
Users with Manage validation checks can select Settings, then Configurations, then Validation checks. That page is the customer-facing list of configurable checks available to the current company.
Checks enforced only at runtime, including some exporter preconditions, may not appear as editable rows.
When a check is missing
- Confirm that you are viewing the intended company.
- Ask an administrator whether the check is expected for that company's invoice types and ERP data.
- Contact your Clerked contact or support if the company needs a different schema or connector configuration.