Quickly locate, understand, and manage your documents and extractions in tofu using filters.
Filters help you focus on what needs attention, reduce clutter, and move faster through your workflow. You can also save frequently used filters as default for a more personalized experience.
This article explains:
What each status means
Where statuses appear in tofu
How to use filters to find and manage your work
Where Filters are Available
You can access filters using the Filter Funnel icon in the top-right corner of:
Source Documents panel
Extraction panel
Note:
If the filter icon isn't visible, your panel or browser window may be too narrow. Expand the width until the icon appears.
Source Documents panel filters
Status: Pending, Processing, Needs Review, Done, or Error.
Source: where the document came from, including tofu, your connected accounting software (Xero, QuickBooks, Zoho Books, Sage Cloud Accounting, freee, MoneyForward Cloud, AutoCount Cloud, Bukku, Dynamics 365 Business Central, Odoo, FreeAgent), or an upload source like Google Drive, SharePoint, Email, or WhatsApp.
Uploaded by: available for entities using WhatsApp document intake, filter by which submitter uploaded a document instead of checking each file individually. Note: documents uploaded before this update only have the uploader's name stored as free text and won't appear when filtering by submitter, this is a known limitation with no backfill planned.
Extraction Type: Unknown, AP Bill, AR Invoice, Bank Statement, or Direct Expense.
Created Date: when the document was added to tofu. Supports any date range, so it's useful for finding older documents too.
Sort by: Upload date (newest or oldest first) or Document date (newest or oldest first).
Extractions panel filters
Extraction Status: see the full list below.
Extraction Type: AP Bill, AR Invoice, Bank Statement, or Direct Expense.
Date: Invoice Date, Due Date, Created Date, Export Date, or Completed Date.
Error: Upload Error, Extraction Error, Export Error, Publish Error, Delete Error, or Validation Error.
Labels: Duplicate or New Contact.
Contact: filter by the customer or vendor identified in the document.
Invoice Number: search for a specific invoice using its number.
Amount: filter by an exact total, or by a minimum and maximum range. For example, find invoices totaling exactly 1,200, or everything between 500 and 2,000.
Tip: combine Amount with Date to quickly identify high-value invoices from a specific period.
What each status means
Source Documents Panel Status:
Pending: Document uploaded, hasn't started processing yet.
Processing: tofie is reading the document.
Needs Review: The document has been processed and needs a look.
Done: Fully processed, no further action needed on this document.
Error: Something went wrong while processing the document.
Extraction Panel Status:
Draft: Extraction is ready for your review.
Ready: Reviewed and confirmed accurate.
Review Later: You've chosen to set this aside for now.
Exported: Included in a CSV export.
Published: Successfully synced to your accounting software.
Done: Fully wrapped up, no further action needed.
Deleted: Extractions that have been removed but can be restored.
Limit Reached: Extractions paused due to monthly usage limits, cannot be reviewed or processed until upgrade or monthly reset.
Verified and Manual Cleanup: Legacy statuses from before this update. You may still see these on older extractions until they're phased out.
Summary of available filters
Filter | Source Documents Panel | Extractions Panel |
Status / Extraction Status | Yes | Yes |
Source | Yes | No |
Uploaded by | Yes | No |
Extraction Type | Yes | Yes |
Created Date | Yes | Yes |
Sort by | Yes | No |
Date (Invoice, Due, Created, Export, Completed) | Yes | Yes |
Error | Yes | Yes |
Labels | No | Yes |
Contact | No | Yes |
Invoice Number | No | Yes |
Amount | No | Yes |