Key Steps
Isolate Function Overview
Use the isolate function (eye icon) in Tofu to manage duplicated documents.
This function helps to identify and handle duplicates effectively.
Scenario 1: Existing Invoice
Check if there is already a transaction in the invoices section.
Click the isolate icon on the original document to confirm its status.
If the original document is linked to an invoice, proceed to extract the invoice.
After extracting the invoice, mark the duplicated document as done.
This action removes the duplicate from the source documents panel.
Scenario 2: No Existing Invoice
If the original document shows 'create invoice from document', it indicates no invoice exists yet.
Click the isolate icon to confirm the document is not linked to any invoice.
Once confirmed, click 'create invoice from document' to generate the invoice.
After completing the invoice creation, mark both the original and duplicate documents as done.
Final Steps
Ensure both documents are marked as done to keep the list clean.
This process helps prevent errors in bookkeeping.
🔑 Quick Tips
Always confirm the status of the original document before proceeding with any actions.
Ensure that both the original and duplicate documents are marked as done to avoid confusion in the future.
Regularly check for duplicates to maintain an organized workspace.
Familiarize yourself with the isolate function to speed up the process of handling duplicates.