Accessing Invoice AI Directions
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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 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 SquareWorks Automate:
To start the process of setting up rule-based invoice logic, log in to your NetSuite account with an Administrator role:
Once logged in, enter the configuration area by opening the SquareWorks menu from the navigation bar, hovering over Automate, and then clicking on Settings:
After reaching the Automate Platform Features page, locate the Invoice AI section under My Features and click the Settings button to the right:
Next, click on the Invoice AI Directions button within the Invoice AI Settings section:
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:
This concludes the process of accessing Invoice AI Directions in a NetSuite account using SquareWorks Automate.
