✅ Tips for Faster Reviewing
To focus only on items that need your attention, you can combine multiple extraction filters:
In Extraction Status, uncheck Verified
In Publish Status, uncheck Published
In Import Status, uncheck Imported
This will display only the extractions that still require your review or action.
💡 Tip: save these filters as default for highest efficiency!
Selecting extractions in bulk (Bulk Actions on the Review Page)
Bulk Actions allow you to work on multiple extractions at once from the Review page.
🧠 Best practice for safe bulk actions
Filter → Select all → Take action
Using this pattern ensures you only act on the exact extractions you intend to modify.
To select multiple extractions:
Use the checkbox in the table header to select all extractions currently shown. This “Select all” checkbox is always visible at the top of the list.
Use individual row checkboxes to fine-tune your selection.
Combine this with extraction filters to safely narrow down your target list before selecting all.
Once selected, choose the appropriate bulk action.
Bulk Verify/Delete/Publish/Import/Export/Extract
Select multiple extractions and choose one of these actions:
Action | What It Does | Extraction Limits |
Verify | Marks extractions as Verified (green). Updates status' in the connected accounting software. If an extraction can’t be verified, it stays as Needs Review. To understand the full process, you can check our Bulk Verification help guide. | Limit: 30 extractions |
Delete | Removes extractions. You’ll see a warning in Tofu and need to type “Delete all” to confirm. | ✔️ No limits — you can delete any number of extractions. |
Publish | Sends all selected extractions to your connected accounting software. | Limit: 50 extractions |
Import | Import documents from the connected accounting software. | Limit: 50 extractions |
Export | Downloads selected documents in bulk. | ✔️ No limits — any number of extractions can be exported.
|
Re-Extract | Re-extracts the selected documents in bulk. | Limit: 50 extractions |
Extract (Re-create / Re-process) | Processes the selected documents again without modifying data. | ✔️ No limits — action available for any number of selected extractions. |
Bulk Select Extraction Filters and set them as Default.
Filters help you see only the extractions you need. You can also save your favorite filters so they apply automatically next time.
A. Extraction Filters
Use these to narrow down your extractions:
Status: Pending, Processing, Needs Review, Review Later, Error, Verified
Type: AP Bill, AR Invoice, Bank Statement, AP Credit Note, AR Credit Note, Direct Expense
Contact: Customer name or Supplier name
Source: Tofu, Email, Xero, QuickBooks, Google Drive, SharePoint, Dropbox
Publish Status: Not Published, Published, Edited After Publish, Publish Error
Import Status: Not Imported, Imported, Import Error
Created Date: When the document was created
Note: You can save extraction filters as default filters—except for Contact and Created Date. The next time you open Tofu, your preferred setup will load automatically, making it faster and easier to review your extractions.
B. Invoice Filters
Use these to find specific invoices:
Invoice Status: Paid, Partially Paid, Deleted
Invoice Number: Search by invoice number
Invoice Date: Pick one date or a range
Due Date: Pick one date or a range
Note: Invoice filters only stay active during your current session. If you close or refresh Tofu, your filters will reset so your view remains dynamic and always up to date.
C. Save Your Filters
Once you’ve picked the filters you want:
Click “Save as default”
Next time you check extractions, your filters will apply automatically
D. Source Document Filter
You can also choose where the documents came from:
Tofu
Email
Xero
QuickBooks
Google Drive
SharePoint
Dropbox
Select one or several sources to see only those documents. If you'd like to know more, you can view our Source Document article.
🔧 Improved Bulk Actions Workflow — Additional Behavior & Guidance
Bulk actions operate on extractions only
All bulk actions (Verify, Publish, Import, Export, Re-Extract, Delete) apply to extractions, not source documents. Always confirm your extraction filters before proceeding.
Confirmation when bulk verifying extractions
When selecting more than 30 extractions for Verify:
A confirmation dialog appears.
It summarizes the number of extractions and potential impact on your accounting software.
You must confirm before Tofu proceeds.
Limits and warnings for Bulk Re-Extract
Bulk Re-Extract can consume more AI credits and may take longer:
30 or fewer: runs normally
31–50: warning shown
More than 50: action disabled
For large selections, re-extraction may take longer. If you see warnings or repeated delays, reduce the selection size and run re-extract in smaller batches.
Enhanced Guidance: Date and Publish Filters
Default Created Date Filter: shows extractions created in current + previous calendar month.
Publish Date filters help you safely target previously published extractions
Combining these filters with “Select All” ensures safer bulk operations.
Bulk Actions give you a faster way to handle multiple documents with confidence. Should you need help or have feedback on how we can improve this feature, we’d love to hear from you. 😊