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Filters in Tofu: Source Documents & Extraction Panel

Quickly locate and manage your documents and extractions in Tofu using filters. Save your favorite filter settings as default for a faster, personalized workflow.

Jessica Beronque avatar
Written by Jessica Beronque
Updated over a week ago

Filters Available in Both Panels

Note: If the filter funnel icon is not visible, your panel/column may be too narrow. Expand the panel width or browser window until the filter icon appears.

Status / Extraction Status

Shows the current processing stage of a document or extraction.

  • Pending
    The document or extraction is queued and waiting to be processed.

  • Processing
    Tofu is actively processing the file.

  • Needs Review
    Processing is complete, but user review is required (e.g. low confidence data or possible duplicates).

  • Done
    Processing is complete and no further action is needed.

  • Error
    An error occurred during processing.

Statuses and Labels Specific to a Panel

Some statuses or labels appear only in certain panels:

  • Source Documents Panel Only:

    • Duplicated: The document was uploaded more than once. This is a label only, meant to prevent duplicate entries; it is not a filter. Learn more how to manage duplicated documents.

  • Extraction Panel Only:

    • Verified: Extractions that have been reviewed/confirmed.

    • Limit Reached: Extractions paused due to monthly usage limits; cannot be reviewed or processed until upgrade or monthly reset.

Panel names:

  • Source Documents panel → Status

  • Extraction panel → Extraction Status

🔗Learn more: Understanding Document and Extraction Statuses in Tofu

📌Pro-tip:

Use the Done status to manage your workspace efficiently.

  • Files marked Done have been fully processed — either automatically or after review.

  • When dealing with duplicates, isolate the duplicate using the isolate icon, complete extraction as needed, and then mark both original and duplicate Done so they no longer clutter the Source Documents panel.

  • After splitting a complex document into extractions and assigning pages, marking the source document Done keeps attention focused on extractions that still need review or action.

Source

Shows where the document originated from, such as:

  • Direct upload to Tofu

  • Email submission

  • Accounting integrations (e.g. Xero, QuickBooks)

  • Cloud storage (e.g. Google Drive, SharePoint, Dropbox)

🔗Learn more: Using the Source Filter in Documents and Extraction Columns

Created Date

Filters documents or extractions based on when they were created in Tofu.

Filters Available Only in the Extraction Panel

In the Extraction panel, filters are grouped into two sections:

  • Extraction Filters — for managing and reviewing extracted data

  • Invoice Filters — available only for invoice-related extractions

Extraction Filters

These filters apply to all extraction types.

Extraction Type

Filters by the type of extraction, such as:

  • AP Bill

  • AR Invoice

  • Bank Statement

  • AP Credit Note

  • AR Credit Note

  • Direct Expenses

Contact

Filters extractions by the customer or vendor identified in the document.

Publish Status

Shows whether the extraction has been published to your accounting system.

  • Not Published — Not yet pushed to the accounting software.

  • Published — Successfully published.

  • Edited After Published — Updated in Tofu after publishing.

  • Publish Error — Failed to publish due to an error.

Import Status

Shows whether data from your accounting system was synced back to Tofu.

  • Not Imported — No data imported.

  • Imported — Successfully imported.

  • Import Error — Import failed due to an error.

🔗Learn more: Publish and Import Filter in Tofu

Publish Date

Filters extractions based on the date they were published.

📌Pro-tip:

Verified extractions are typically removed from your active review queue so you can focus on items that still need action.

If you need to find verified items again:

  • Use search, or

  • Adjust Extraction Status filters to include Verified, or

  • Use date filters to narrow down the list.

Invoice Filters

These filters are available only for invoice-related extractions and are designed to stay dynamic.

Invoice Status

This filter lets you view invoices based on their accounting status in the software integrated with Tofu:

  • Submitted – Invoice has been created/submitted in the accounting software.

  • Authorized – Invoice has been approved for processing or payment.

  • Paid – Invoice has been fully paid.

  • Partially Paid – Invoice has been partially paid; some amount is still outstanding.

  • Deleted – Invoice has been removed from the accounting software.

  • Voided – Invoice has been canceled or voided and is no longer valid.

Note: These statuses reflect the actual state of the invoice in your accounting software (e.g., QuickBooks, Xero).

Invoice Number

Searches for a specific invoice using its invoice number.

Invoice Date and Due Date

Filters invoices by:

  • A specific date, or

  • A date range

Summary of Available Filters

Filter

Source Documents Panel

Extraction Panel

Can Be Set as Default

Status / Extraction Status

✅

✅

✅

Source

✅

✅

✅

Created Date

✅

✅

❌

Extraction Type

—

✅

✅

Contact

—

✅

✅

Publish Status

—

✅

✅

Import Status

—

✅

✅

Publish Date

—

✅

❌

Invoice Status

—

✅

❌

Invoice Number

—

✅

❌

Invoice Date

—

✅

❌

Due Date

—

✅

❌

Legend:

✅ = available

❌ = not available

— = not applicable

🔍 Use these filters to quickly find and manage your documents and extractions.

💾 Save your preferred settings as default for common filters, while invoice filters stay dynamic to always show the latest data.

⚡Filter smarter, work faster!

Related Articles
Understanding Document and Extraction Statuses in Tofu
Using the Source Filter in Document and Extraction Columns
Using the Tofu API for Document Ingestion
Publish and Import Filter in Tofu
Streamline Your Workflow with Tofu's Search Features 🚀
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