Early Feature Controls let you unlock new or experimental capabilities as soon as they’re available. You can turn them off anytime.
Navigate to Early Feature Controls
Note: Only the Organization Owner can enable/disable early features.
Go to Overview
Open Settings
Select Features
Toggle ON the feature you want
To Enable Xero Invoice Status on Verify
What it does: Lets you choose whether an AP Bill or AR Invoice is verified as Awaiting Approval or Awaiting Payment in Xero.
The new early feature controls provide flexibility for testing new integrations, including the ability to toggle between AP and AR invoice verifications awaiting approval or payment.
Enable + configure
Organization Settings → Features → toggle Xero Invoice Status on Verify ON.
Go to Entity Settings⚙️ → Integrations → Xero
Find Invoice status on verify → select Awaiting Approval or Awaiting Payment
🔑 Quick Tip:
Decide one default as a team: Awaiting Approval (more review control) vs Awaiting Payment (faster downstream action).
If you switch this often, expect inconsistent “states” across bills/invoices - standardize it per entity/client.
Double-check the entity’s integration setup before relying on this for workflow consistency.
To Enable AI Auto Split
What it does: Automatically splits one upload that contains multiple invoices into separate extractions.
Enable + configure
Organization Settings → Features → toggle AI Auto Split ON
Entity Settings⚙️ → Features → AI → choose:
No Auto Split – Files remain as one document, even if they contain multiple invoices. Best for single-invoice uploads only.
Auto Split – Splits multiple invoices or receipts into separate documents, without extraction. Best if you want to review before extracting.
Auto Split & Extract – Splits documents and automatically extracts key details (e.g. invoice number, dates, amounts). Best for full automation.
🔑 Quick Tip:
Use Auto Split & Extract when you want true “drop-in and go” automation; use Auto Split if you prefer to split first, then review/extract.
Always spot-check splits for odd layouts or multi-page invoices - Auto Split is best-effort.
Learn more: How to Use AI Auto Split in Tofu
To Enable Invoice Line Item Aggregation
What it does: Lets you switch to an invoice version where multiple extracted line items are combined into one (“Combined Lines”).
Enable + use
Organization Settings → Features → toggle Invoice Line Items Aggregation ON
Open an invoice with multiple line items → you will now see Combined Lines
🔑 Quick Tip:
Edit invoice-level details before aggregating to ensure accuracy.
Review the aggregated version carefully to confirm totals and line items.
Use this feature when you need to simplify invoices with multiple line items, making them more concise and easier to process.
To Enable OneDrive Desktop Sync
What it does: Controls how SharePoint files synced via OneDrive are pulled into Tofu:
Enable + use
Organization Settings → Features → toggle OneDrive Desktop Sync ON
Entity Settings⚙️ → Integrations → SharePoint → toggle Enable OneDrive Desktop Sync
Choose sync behavior:
OFF = sync immediately
ON = batch scan every few minutes (up to ~30 minutes)
🔑 Quick Tip:
Ensure your OneDrive account is properly linked to your entity’s integration settings before enabling OneDrive Desktop Sync.
Integrate OneDrive just like SharePoint integration to avoid any sync issues.
Set clean folder/glob patterns and document-type filters so files land in the correct workflow.
Learn more: How to Integrate SharePoint to Tofu
To Enable API Keys
What it does: Lets you generate API keys for document ingestion (sending files into Tofu programmatically).
Enable + get started
Organization Settings → Features → toggle API Keys ON
Go to Settings → API Keys tab → create API key
Use the key in your request header:
Tofu-API-Key: <your_key>Most endpoints also require an
entity_idquery parameter (fetch entities first).
🔑 Quick Tip:
Treat API keys like passwords: restrict access and rotate if exposed.
Test ingestion with a small batch first, then scale once you confirm the files appear correctly in Source Documents and flow into extraction.
Learn more: Using the Tofu API for Document Ingestion
To Enable QuickBooks Location Tracking
What it does: Shows the Location field in Tofu for QBO-integrated entities and publishes it to QuickBooks.
Enable + use
Organization Settings → Features → enable QuickBooks Location Tracking
Entity Settings⚙️ → Accounting → Locations → Sync
In review, select a Location → Save Draft (and Publish if auto-publish is off)
🔑 Quick Tip:
Sync Locations first so reviewers select from a clean dropdown (avoid mismatched entries).
To Enable Dropbox Integration
What it does: Pulls files from a selected Dropbox folder into Tofu (with optional directory filters by document type).
Enable + set up
Organization Settings → Features → toggle Dropbox Integration ON
Entity Settings⚙️ → Integrations → Add New Integration → Dropbox → Connect
🔑 Quick Tip:
Ensure smooth syncing by connecting your Dropbox account to the right Tofu entity, as integrations may vary by entity.
Set up automatic file uploads from Dropbox by choosing the specific folder to link with Tofu once Dropbox is added as an integration.
Toggle off early access for Dropbox integration, and the connected Dropbox integration will stay connected.
Learn more: How to Integrate Dropbox to Tofu
To Enable Email Integration
What it does: Generates unique email addresses per document type so users can email attachments into Tofu (AP Bills, AR Invoices, Bank Statements, etc.).
Enable + set up
Organization Settings → Features → enable Email Integration
Entity Settings⚙️→ Integrations → Add New Integration → Email → Connect
Copy the generated addresses (optional: enable Email Whitelisting for security)
🔑 Quick Tip:
Turn on email whitelisting if you want to prevent unexpected uploads.
Learn more: How to Integrate Email to Tofu
To Enable Multi-Type Extraction
What it does: Lets you upload/process multiple document types in one workflow (AP Bills, AR Invoices, Bank Statements, AP Credit Note, AR Credit Note and Direct Expenses).
Enable + use
Organization Settings → Features → enable Multi-Type Extraction
Entity Settings⚙️ → Features → Document Extraction Types
Enable the document types you want:
AP Bill
AR Invoice
Bank Statement
Credit Note
Debit Note
Direct Expense
Go to Source Documents → Upload document → select the correct Extraction Type in the uploader
Note: Some document types may display an Early badge. This means the feature is still in early access and may have limitations or occasional instability. We’re excited for you to try it and recommend reviewing extracted data carefully while we continue to improve the experience.
🔑 Quick Tip:
Enable only the document types you actually need per entity-less noise improves classification accuracy.
When manually creating extractions, choosing the right extraction type is critical (it drives validations + export behavior).
To Enable AI Auto Snippet (Multi-Receipt Cropping)
What it does: Splits a single image/page containing multiple receipts into separate extractions using the ✂️ multi-receipt cropping tool.
Enable + use
Organization Settings → Features → Enable AI Auto Snippet
Go to Source Documents → Upload a single image/page that contains multiple receipts → click ✂️ Snippet the page → draw boxes around each receipt
🔑 Quick Tip:
Draw tight boxes around each receipt-include all text/barcodes for better extraction.
Use it when multiple receipts are in one photo; create multiple snippets from the same source image.
Learn more: How to use the Multi-Receipt Cropping Feature
You’re all set! Use this guide to enable the features your entity needs and get started with Tofu. Remember to review extracted data carefully, especially for early-access features, and enable only the features relevant to your workflow. Following these steps will help ensure smooth uploads, accurate extractions, and seamless integration with your accounting tools.