⚠️ Important: Multi-Document Extraction is currently in early testing. Owners must enable it manually from their organization settings before you can use it.
Step 1: Enable the Feature
Owner (Org level): Overview → Settings → Features → enable Multi-type Extraction [Early].
Entity users: Once enabled at Org, go to Entity → Settings → Features and turn on Multi-Doc Extraction.
When Multi-Document Extraction is enabled, the onboarding flow will prompt you to select which document types to sync for your entity. Choose the document types you want Tofu to extract and manage:
AP Bills
AR Invoices
Bank Statements
Selecting the relevant document types during onboarding ensures that the multi-doc extraction setup is customized for your entity and that Tofu will process only the types you need.
Step 2: Upload Your Documents
In Document View → Source Documents, click Upload Document (or if you prefer to use the pop-up uploader).
From the pop-up, select the correct Document Type, such as:
Accounts Payable Bill
Accounts Receivable Invoice
Bank Statement
Vendor Credit Note (AP)
Customer Credit Note (AR)
You can upload multiple document types at once to save time.
✅ New: “Create Extractions” Button
Once multi-doc extraction is enabled, you will see a new Create extractions button.
This replaces the old Create invoice button and now allows you to generate extractions for multiple document types in one go.
This option appears when AP Bills, AR Invoices, and Bank Statements are synced to your account.
Step 3: Review and Verify Extraction
Once uploaded, Tofu will automatically process each document based on its type.
Review the extracted data and confirm each document is correctly labeled in the Extraction column.
Double-check details before clicking "Verify"
🔑 Quick Tips:
Batch upload mixed document types to save time.
Double-check the Document Type on upload for accurate processing.
Review extracted data to avoid export errors.