Whole-Invoice Directions: Translation & Page-Range Control
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Whole-invoice directions allow administrators to apply broad instructions that affect the way Invoice AI interprets and processes an entire invoice. This is especially useful for cases where invoices require language translation, examples need to be provided to ensure proper interpretation, or when only specific pages of a multi-page document should be scanned. By using the Whole-Invoice Directions box and the Page Start/Page End fields, organizations can control the scope and behavior of invoice scanning before data is imported into NetSuite.
This article explains how to configure whole-invoice directions within the Invoice AI interface. It covers how to apply invoice-wide translation, control page range scanning, and prevent unnecessary supporting documents from being processed into invoice lines.
Whole-invoice directions allow you to define instructions that apply to the entire invoice during scanning. This includes tasks like translation, providing examples, and expected output to increase accuracy, and controlling which pages are included in the scan. These directions are entered in the AI Directions box on the Create AI Direction page.
Follow these steps to configure whole-invoice directions:
On the Create AI Direction page, locate the main box labeled AI Directions:
This field is used to enter an overall prompt that applies to the entire invoice. One of the most common use cases for this box is invoice translation. You can translate content from the language in which the invoice is written into a different language.
To apply this to the full invoice, enter a direction like "Translate into Spanish" in the AI Directions box:
When the invoice is scanned, all of its text will be translated and brought into NetSuite in Spanish.
In addition to translation, you can define where scanning starts and stops by using the Page Start and Page End fields:
This is useful when invoices contain extra pages, such as supporting documentation after the first page. Scanning those additional pages can create extra lines in your invoice document when reviewed in NetSuite — lines you don’t actually need.
For example, with Delta Consultants, if you need only the first 2 pages of the invoice. In this case, scanning should stop after page 2. To stop scanning after the second page, enter 2 in the Page End field:
This concludes the overview of how to apply whole-invoice AI directions in NetSuite.
