# 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. To start the process of setting up rule-based invoice logic, log in to your *NetSuite* account with an **Administrator** role:\ <br>

   <div align="left"><img src="/files/JHAZ7IyNemS8smklYn5J" alt="" width="375"></div>

   <br>
2. Once logged in, enter the configuration area by opening the **Charted** menu from the navigation bar, hovering over **AP Automation,** and then clicking on **Settings**:\ <br>

   <div align="left"><figure><img src="/files/YvvaMD4ZhGOaZTQ8cUJ0" alt=""><figcaption></figcaption></figure></div>

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3. After reaching the **Charted Platform Features** page, locate the **Invoice AI** section under **My Features** and click the **Settings** button to the right:\ <br>

   <div align="left"><figure><img src="/files/SZqFy3t8Vt5SjW0Fb4at" alt=""><figcaption></figcaption></figure></div>

   <br>
4. Next, click on the **Invoice AI Directions** button within the **Invoice AI Settings** section:\ <br>

   <div align="left"><figure><img src="/files/7rDN9CUM56ppzPWgRtSX" alt="" width="385"><figcaption></figcaption></figure></div>

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5. 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="/files/Zs1Q30TQ5BvSv0BTNEjD" alt=""></div>

   <br>

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


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