Bulk Document Verification in Tofu
Bulk verification allows you to verify multiple extractions at once in the Extraction Review experience.
Currently, bulk verification is available for:
AP Bills
AR Invoices
Bank Statements
and others
💡 Note: The behavior of “Verify” may differ depending on the extraction type and connected accounting platform. For example:
AP Bills: Marks the bill as Verified and updates the status in the connected accounting software (e.g., Xero: Awaiting Approval).
AR Invoices: Marks the invoice as Verified and can trigger automatic posting in certain platforms.
Bank Statements: Confirms extraction without creating accounting entries but ensures data is ready for reconciliation.
Key Steps
Step 1: Select Extractions for Verification
Navigate to the Extraction Review list.
Check the box next to each extraction you want to verify (e.g., AP Bills, AR Invoices, Bank Statements).
Step 2: Initiate Bulk Verification
Click the 'Verify' button to initiate the bulk verification process.
Tofu will attempt to verify all selected extractions at once.
Step 3: Review Status Changes
After verification:
Extractions will move to Verified status and appear in green.
If connected to Xero, the document status will also update in Xero (for example, Awaiting Approval).
If connected to another accounting software, the status may also update accordingly. Click the document link to see the latest status.
Step 4: Handle Verification Errors
If a document cannot be verified, an error message will appear and that extraction will remain in Needs Review.
Common reasons bulk verification fails:
Missing required fields (e.g., Contact/Customer/Supplier, Invoice Date, Due Date, Account, Tax code)
Invalid values (e.g., Due Date earlier than Invoice Date)
Integration-side validation errors (e.g., the contact doesn’t exist in Xero/QBO, or required fields differ by platform)
How to fix quickly:
Click into the failed extraction from the list.
Review the highlighted/missing fields and correct them.
Save Draft.
Retry Verify (single) or re-run Bulk Verify after fixing multiple items.
Tip: Before bulk verifying, filter to “Needs Review” and spot-check 2–3 items to confirm required fields are consistently populated.
Step 5: Verify Document Status
If the document has already been verified, the 'Verify' option will not be available for that document.
Cautionary Notes
Ensure all required fields are completed before attempting bulk verification.
Bulk verification is supported only for AP Bills, AR Invoices, and Bank Statements.
Keep in mind the verification behavior may differ by extraction type and accounting platform.
Tips for Efficiency
Filter by Needs Review to prepare documents before bulk verification.
Verify document types before selecting multiple documents.
Address validation errors first to avoid failed bulk actions.