Step 1: Navigate to the Accounting Information Option
Click the gear icon at the top right corner of the screen.
Select Accounting.
Step 2: Add Tax Rates, Chart of Accounts, and Suppliers
Manually Add Tax Rates
Go to Accounting → Tax Rates.
Click Add.
Enter the Tax Code, Rate, and Description.
Click Add Tax Rate.
Manually Add Chart of Accounts
Go to Accounting → Accounts.
Click Add.
Enter the Account details:
Account Name (required)
Type (required)
Account Code (optional) — for non-integrated entities, you can leave this blank if you don’t use account codes
Description (optional)
Click Add Account.
Manually Add Contacts (Suppliers & Customers)
Go to Accounting → Contacts.
Enter the Contact details:
Contact Name (required)
Contact Code (optional)
Default Currency (optional, if available)
Contact Type (required): Supplier, Customer, or Both
Click Add Contact.
Import via CSV
Import Tax Rates (CSV)
Go to Accounting → Taxes.
Download the CSV Template.
Fill in the data (Code, Rate, Description).
Save the file.
Click Import to upload.
Import Chart of Accounts (CSV)
Go to Accounting → Accounts.
Download the CSV Template.
Fill in the data:
Account Name (required)
Type (required)
Code / Account Code (optional)
Description (optional)
Save the file as CSV UTF-8 (Comma delimited).
Click Import to upload.
Import Contacts (CSV)
Go to Accounting → Contacts.
Download the CSV Template.
Fill in the data:
Contact Name (required)
Contact Code (optional)
Default Currency (optional, if available)
Type (required): Supplier, Customer, or Both
Save the file as CSV UTF-8 (Comma delimited).
Click Import to upload.
Step 3: Apply to an Invoice
Upload your document and choose the tax rate, account, and contact you added.
Click Verify.
Step 4: Review Knowledge and Train Tofie AI
At the bottom of the screen, click the Review Knowledge prompt.
You’ll be routed to the Knowledge Base, where you can confirm that Tofie AI has learned from your updates.
🔑 Quick Tips
Plan Your Setup
Organize your tax rates, accounts, and suppliers before adding them. It’ll make things easier later.
Use Clear Names
Give descriptive names to your tax rates, accounts, and suppliers so you can easily identify them later.
Double-Check Your CSV Files
Before importing, review your CSV files to ensure everything is correct.
Use Templates
Always use the provided CSV templates to ensure your data is formatted correctly.
Test After Importing
Apply your tax rates, accounts, and suppliers to an invoice to make sure everything works.
Import in Bulk
If adding many records, use CSV import for faster setup.
Review Tofie AI
After adding data, click Review Knowledge to update Tofie AI.
Stay Updated
Regularly update your tax rates and accounts as things change.
Be Consistent
Keep formats consistent (like dates and codes) when entering data.