Source Labels
Each document in Tofu has a source label, indicating where it originated. This helps you distinguish between documents created directly in Tofu and those synced from external platforms.
Status | Description |
Tofu | The document was uploaded directly in Tofu. |
The document was submitted as email attachment via Email Integration. | |
Xero | The document was uploaded in Xero. |
QuickBooks | The document was uploaded in QuickBooks. |
SharePoint | The document was uploaded in SharePoint. |
Google Drive | The document was uploaded in Google Drive. |
Dropbox | The document was uploaded via Dropbox integration. |
Key Steps
1. Accessing the Source Filter in Source Documents
Navigate to the Source Documents column.
Locate the new filter labeled 'Source'.
This filter allows you to sort documents based on their origin.
2. Filtering Documents by Source
Click on the 'Source' filter.
Select the desired source, e.g., 'SharePoint'.
To view documents from multiple sources, select additional sources, such as 'Google Drive'.
3. Applying the Extraction Filter
Move to the Extraction column.
Find the 'Extraction' filter in this column.
Click the filter to view the available options, such as extraction type (AP Bills, AR Invoices, Bank Statements), source (Tofu, Email, Xero, QuickBooks, SharePoint, Google Drive, Dropbox), and other extraction filters.
4. Understanding Filter Limitations
Be aware of documents created prior to the introduction of source labels.
Always double-check your selected sources to avoid missing relevant documents.
Cautionary Notes
Ensure that you are aware of the limitations regarding invoices created prior to the label feature.
Double-check your selected sources to avoid missing relevant documents or invoices.
Tips for Efficiency
Regularly check which sources are available for filtering.
Use the source and extraction filters frequently to maintain a clear and organized view of your documents and extractions.
Combine source filtering with extraction status filters to quickly find documents that need review or verification.