⚠️ Important: Multi-Type 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
Organization level (Owner only)
Go to Overview → Settings → Features → enable Multi-Type Extraction [Early].
Entity level
Once enabled at the organization level:
Go to Entity → Settings → Features
You will now see the Document Extraction Types section.
Enable the document types you want Tofu to extract for your entity.
You’ll see badges next to some document types:
Early – The extraction type is still in early access (for example, AR Invoices or Bank Statements).
Integration badges – Show which accounting platforms the document type supports (for example, a QuickBooks badge on AR Invoices).
Available document types may include:
AP Bills
AR Invoices (Early)
Bank Statements (Early)
AP Credit Note
AR Credit Note
Turning on only the document types you need helps Tofu classify and extract documents more accurately.
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.
✅ Create Extractions
When Multi-Type Extraction is enabled, Tofu uses an extractions-first workflow. This means you create extractions first, then review and verify them - regardless of how the document was uploaded.
The Create extractions button replaces the old Create invoice button and supports both automatic and manual extraction creation.
When does the Create extractions button appear?
The button becomes available when:
Supported document types are detected (e.g. AP Bills, AR Invoices, Bank Statements), or
You manually select pages from Source Documents to create an extraction.
Creating extractions automatically (recommended)
If documents are uploaded with a known document type:
Tofu automatically prepares extractions based on the detected document type
Multiple document types can be processed at the same time
You can proceed directly to reviewing them in the Extraction column
Creating a new extraction manually
You can also create an extraction manually from Source Documents, for example when:
A single file contains multiple document types
Pages need to be split or regrouped
The document type could not be determined automatically
Steps:
Select the pages you want to include in the extraction
Click Create extractions
Select the extraction type during creation:
AP Bills
AR Invoices
Bank Statements
AP Credit Notes
AR Credit Notes
Direct Expense
💡 Why type selection matters
Choosing the extraction type at creation ensures Tofu applies the correct extraction logic, validations, and export behavior for each document. This is critical when working with mixed or complex uploads.
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.
Select the correct extraction type during creation to ensure accurate processing
Review extracted data before verifying to avoid export errors.