Bulk Actions Overview

✅ Tips for Faster & Safer Bulk Actions

To focus only on items that need your attention and act safely:

Filter first to target only the extractions you want to modify:
- In Extraction Status, uncheck Verified
- In Publish Status, uncheck Published
- In Import Status, uncheck Imported
Select extractions carefully:
- Use the table header checkbox to select all visible items
- Use row checkboxes to refine your selection
Take action on your selected extractions (Verify, Publish, Delete, etc.).

💡 Pro tip: Save these filters as default to streamline future reviews and maximize efficiency!

You can select multiple extractions by:

Once selected, choose a bulk action from the toolbar.

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.	Limit: 30 extractions • 30 or fewer: Action available • More than 30: Button unavailable until selection is reduced
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 • 50 or fewer: Action available • More than 50: Action cannot be used until the selection is reduced
Import	Import documents from the connected accounting software.	Limit: 50 extractions • 50 or fewer: Action available • More than 50: Action cannot be used until the selection is reduced
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 • 30 or fewer: Runs normally • 31–50: Shows a warning that it may take longer • More than 50: Action cannot be used until the selection is reduced
Extract (Re-create / Re-process)	Processes the selected documents again without modifying data.	✔️ No limits — action available for any number of selected extractions.

Bulk Verify allows you to verify multiple extractions at once after review. Supported extraction types include:

Behavior may vary by extraction type and accounting platform, for example:

If more than 30 extractions are selected, a confirmation dialog appears before verification proceeds.

If an extraction can’t be verified:

Common causes:

How to fix:

💡 Tip: Spot-check 2–3 items before bulk verifying to confirm fields are consistently populated.

Filters help you focus only on the extractions you need, making bulk actions safer and faster.

Extraction Filters: Status, Type, Contact, Source, Publish/Import Status, Created Date
Invoice Filters: Invoice Status, Number, Amount, Invoice/Due Date
Source Document Filters: Tofu, Email, Xero, QuickBooks, Google Drive, SharePoint, Dropbox

💡 Tip: Save your filters as default to apply automatically next time. For full details, see Filters in Tofu: Source Documents & Extraction Panel.

Bulk Verify will not appear for extractions already verified
Behavior may differ by extraction type and accounting platform
Large selections may take longer or use more AI credits
Always review confirmation dialogs before proceeding
You can use Bulk Publish or Bulk Import to retry items in Error, Unpublished, Not Imported, or Import Error status even if Auto-publish or Auto-import is enabled. Successfully processed items won’t be affected.