> For the complete documentation index, see [llms.txt](https://docs.charted.com/ap-automation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.charted.com/ap-automation/charted-configuration/invoice-ai/accessing-invoice-ai-directions.md).

# Accessing Invoice AI Directions

### Abstract <a href="#ggulmn877nte" id="ggulmn877nte"></a>

*Invoice AI Directions* allow administrators to fine-tune how vendor invoices are interpreted by the *OCR* engine within *NetSuite*. By accessing and managing these directions, administrators can create custom rules that adjust extraction behavior for specific vendors, formats, or edge cases. This ensures that the automation process handles non-standard invoices accurately, reducing manual corrections and improving overall workflow efficiency. For example, if a vendor constantly sends invoices with nonstandard layouts, an administrator can create a direction to adjust how data is captured for that vendor.

This article explains how to access the *Invoice AI Directions* page within *NetSuite*.

### Accessing Invoice AI Directions <a href="#qy9dcsy81sc3" id="qy9dcsy81sc3"></a>

Accessing **Invoice AI Directions** enables you to view, create, and manage custom instructions for how *Invoice AI* processes vendor bills. These directions are especially useful for tailoring *OCR* extraction logic for vendors with nonstandard invoice formats or addressing recurring exceptions.

Follow these steps to access the **Invoice AI Directions** page in **Charted**:<br>

1. If you’re coming from the *Home* page, open the **Charted** menu, hover over **AP Automation**, and select **Settings.**
2. The **Charted Platform Settings** page will open up. Under **Invoice Automation**, in the sidebar, click the **AI Directions page.**\ <br>

<div align="left"><figure><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2FI0LhlBlHLdMU1mYPr4J0%2Fimage.png?alt=media&amp;token=00f4efcc-a9f3-48bb-8a09-b36c593e4730" alt=""><figcaption></figcaption></figure></div>

<br>

3. When you open the **AI Directions** page, check whether there are any existing directions listed. If **Invoice AI** has not been configured with any custom directions yet, this page will be blank:\ <br>

   <div align="left"><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2FWJNd1FK6LZxRzlPlUvoR%2Fimage.png?alt=media&amp;token=95b2f509-39d6-44d9-ab2d-b37d4a6e8f65" alt=""></div>

   <br>

This concludes the process of accessing **Invoice AI Directions** in a *NetSuite* account using **Charted***.*


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