Source Labels
Each document in tofu has a source label, indicating where it came from. This helps you tell apart documents uploaded in tofu, sent by email or WhatsApp, synced from cloud storage, or brought in from your accounting software.
Source | Description |
tofu | The document was uploaded directly in tofu. |
The document was submitted as email attachment via Email Integration. | |
The document was submitted through WhatsApp Integration. | |
Google Drive and SharePoint | The document was synced from your connected cloud storage. |
Xero, QuickBooks, Zoho Books, Sage Cloud Accounting (GAC), freee, MoneyForward Cloud, AutoCount Cloud, Bukku, Dynamics 365 Business Central, Odoo, FreeAgent | The document came from your connected accounting software. |
Note: tofu no longer imports new documents from your accounting software, so labels for these sources mostly appear on documents that were brought in earlier.
Key Steps
1. Accessing the Source Filter
Navigate to the Source Documents panel.
Click the
filter icon, then select Source.This filter lets you narrow documents down by where they came from.
2. Filtering Documents by Source
Click Source and select the source you want, for example SharePoint.
To view documents from more than one source, select additional sources, such as Google Drive.
3. Understanding Filter Limitations
Documents created before source labels were introduced may not show a source.
Always double-check your selected sources so you don't miss relevant documents.
Cautionary Notes
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 filter often to keep a clear and organized view of your documents.
Combine the Source filter with the Status filter to quickly find documents that still need review.