With early feature Controls, you no longer need to wait for us to enable early features for you. You can choose to unlock new or experimental capabilities as soon as they’re available, while keeping in mind that these options may carry some limitations or instability, as indicated by warnings and labels in the interface. And if you change your mind, you can always turn them off at any time.
Navigate to Early Features Controls
Note: Only the owner of the organization has the necessary permissions to enable or modify the features discussed in this guide.
Go to Overview
Open Settings
Select Features
Toggle on the feature you want to try
To Enable Invoice Status on Verify for Xero
Turn on Xero Invoice Status on Verify.
Go to your entity that has the Xero integration enabled.
Click the gear icon in the top right corner.
Select Integrations.
Click on Xero integration.
The Invoice Status on Verify option will show up. You can now choose to verify an invoice as Awaiting Approval or Awaiting Payment.
🔑 Quick Tip:
Ensure Xero integration is properly set up before enabling this feature.
Double-check the connection between your entity and Xero to avoid any issues with syncing.
To Enable OneDrive Desktop Sync
Turn on OneDrive Desktop Sync.
Go to your entity.
Click the gear icon in the top right corner.
Select Integrations.
Click on SharePoint.
The Enable the OneDrive Desktop Sync option will show up.
Toggle off → immediate sync (real time)
Toggle on → batch sync (not real time), recommended for users with lots of files
🔑 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.
To Enable API Keys
Turn on API Keys
After enabling, the API Keys tab will appear on the left side of the Settings screen.
You can now manage your API keys from here
💡 To learn more about API keys, read Using the Tofu API for Document Ingestion
To Enable Dropbox Integration
Turn on Dropbox Integration
Navigate to your entity.
Click the gear icon in the top right corner.
Click Add New Integration.
Dropbox will now be listed as one of the available options.
🔑 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.
To Enable AI Auto Split
Turn on AI Auto Split
Navigate to your entity.
Click the gear icon.
Select AI.
You can now find an AI section in each Entity’s settings, where you can choose how Auto Split behaves.
Here are the differences between each setting:
No Auto Split → Tofu will not separate pages automatically. If you upload a file with multiple invoices, it will stay as one document. (Best if you only ever upload single-invoice files.)
Auto Split → Tofu will detect and separate multiple invoices or receipts within one upload. However, it will stop there—no data extraction yet. (Good if you just want cleanly split documents first, then extract later.)
Auto Split & Extract → Tofu will both split the document into multiple invoices and automatically extract key details (like invoice number, dates, and amounts). (Best for full automation.)
🔑 Quick Tip:
Use Auto Split & Extract if you want invoices both separated and data-captured in one step.
Double-check splits after upload, especially for documents with unusual layouts or multiple pages per invoice.
To Enable Multi-Document Extraction
Turn on Multi-Document Extraction
Navigate to your entity.
Click the plus (+) button in the Source Documents section to open the Upload Documents pop-up box.
In the pop-up, you will see the Document Type dropdown. Choose the appropriate document type from the following list:
Accounts Payable Bill
Accounts Receivable Invoice
Bank Statement
Vendor Credit Note (AP)
Customer Credit Note (AR)
You can upload different types of documents. Then select your files to upload.
Once the documents are in Tofu, you can extract them, edit their details, and export using various templates for easy import into different accounting software.
Note: This feature is still in early stages and may experience occasional instability. We’re excited for you to try it and are working to improve it!
To Enable Line Items Aggregation
Turn on Invoice Line Items Aggregation
Navigate to your entity.
Open the Invoice with multiple line items.
You will now see the Combined Lines button.
💡 To learn more about Line Items Aggregation, read How to Use the Invoice Line Item Aggregation Feature in Tofu
🔑 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.