# Accessing Invoice AI Rules

### Abstract <a href="#m469cc7h3001" id="m469cc7h3001"></a>

*Invoice AI Rules* allow administrators to define “if-this-then-that” logic to refine how scanned vendor invoices are processed in *NetSuite*. Unlike general AI directions — which act more as prompts to the AI model — *AI Rules* apply structured logic after the scanning phase. This functionality is particularly useful for organizations with specific invoice handling requirements, such as routing based on vendor name or line item values. By configuring *AI Rules*, administrators can standardize invoice interpretation, reduce manual adjustments, and support consistent automation outcomes.

This article explains how to access the *Invoice AI Rules* section in **Charted** within *NetSuite*.

### Navigating to the Invoice AI Rules Page <a href="#tpcmlzmmoaqz" id="tpcmlzmmoaqz"></a>

Before you can create or edit rules, you must access the correct area in the *NetSuite* platform. This ensures you are working within the **Charted** environment, where *Invoice AI* tools are configured and maintained.

Follow these steps to access *Invoice AI Rules* 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 or a role with sufficient permissions:\ <br>

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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>

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3. Now, on 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="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2FJkN8w7PoMIsAAx95caCQ%2Fimage.png?alt=media&#x26;token=520a60e2-fe0a-4424-b73c-470c7dc300d7" alt=""><figcaption></figcaption></figure></div>

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4. From the **Invoice AI Settings** page, to access the rule creation interface, click on the **Invoice AI Rules** button:\ <br>

   <div align="left"><figure><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2FMtRJ2iXbjuXfXd0HaS3s%2Fimage.png?alt=media&#x26;token=e74c4340-b6a1-4dab-ba01-d287b5097cf1" alt=""><figcaption></figcaption></figure></div>

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5. Once on the **Charted OCR Rule List** page, check whether any rules have been created. If no rules are listed and a message indicates (**No records to show**), proceed to create a new **Invoice AI** rule:\ <br>

   <div align="left"><figure><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2FOjDaGa9MXWeWO8CBZIvr%2Fimage.png?alt=media&#x26;token=3993bbf6-9e94-49e6-a26d-1f13f4315ec9" alt=""><figcaption></figcaption></figure></div>

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This concludes the process of *Accessing Invoice AI Rules* in a *NetSuite* account using **Charted***.*