🚀 New in January–February
👀✨ View mode by default for safer reviews
⚡🧾 Bulk edit line items across extractions
📄🏷️ Primary vs Supporting page control
💱⚙️ Flexible currency settings
🗂️ Archive accounting settings
✨🚀 New Features
👀✨ View Mode by Default
Extractions now open in View Mode, so you can review extracted data without accidentally editing fields.
Switch to Edit Mode only when you need to make changes.
Highlights
View Mode is read-only
Edit Mode allows field and line item updates
Click Edit or click into a field to switch
Learn more: View Mode vs Edit Mode
⚡🧾Bulk Edit Line Items
Clean up faster by updating multiple line items at once during Extraction Review.
Highlights
Works for AP Bills, AR Invoices, Bank Statements, and Direct Expenses
Bank Statements: update Currency and Contact
AP/AR: update Account, Tax Rate, Item and Tags
Direct Expenses: update Category and Tax Rate
Learn more: How to Bulk Edit Line Items in Tofu
📄🏷️ Primary vs Supporting Pages
You can now label document pages as:
Primary: included in extraction
Supporting: attached for reference only
This helps exclude cover pages or summaries from affecting extracted values.
Learn more: Label Document Pages as Primary or Supporting
💱⚙️ Flexible Currency Settings
For non-integrated entities, you can choose:
Single Currency - all extractions will default to this one selected currency
Multi-Currency - allow multiple currencies and choose which currencies are available
When Multi-Currency is enabled, Bank Statements support different currencies per line item.
Learn more: Currency Settings for Extractions
🗂️ Archive Accounting Settings
Archive accounts, tax rates, and contacts instead of deleting them.
This preserves historical extractions while preventing outdated values from being used in new work.
🚀 Improved Tofu Features
🌍🏦 Bank statement enhancements: Multi-currency per transaction row, AI Contact Suggestions, and more export templates including Zoho Books (CSV).
🔎💰 Filter invoices by Amount: Filter using exact amounts or amount ranges to find high-value invoices faster.
🧾📅 Service Date for QBO AR invoices: Line items now support Service Date when enabled in QuickBooks settings.
✂️ Improved AI Auto Split: Better handling of multi-section uploads to keep extractions organized during review.
🎉 That’s a Wrap!
These January–February updates help you review more safely, clean up faster, and manage non-integrated entities with better flexibility and control.