What You'll See
The contact field will display a NEW badge. This is your cue to review and confirm the contact before moving forward.
What to Do
You have three options when you see the NEW badge:
Accept the new contact
If the name looks correct, accept it. Tofie will create the new contact and you can proceed with the extraction.
Edit the contact
If anything needs a correction, click to edit the contact's Name, Contact Code, Tax Identification Number (TIN), or Currency before confirming.
Select an existing contact
If this contact already exists in your list under a different name or spelling, select it from the dropdown instead. The NEW badge will clear once an existing contact is chosen
Once you've chosen an option, click Save to apply your changes. If you click Discard, no changes will be made and the contact will not be created.
Before You Save or Publish
If you try to save, publish, or verify with a contact still flagged, here's what to expect:
Integrated entities
Full integrations (Xero, QuickBooks Online) — clicking Publish or Sync returns an error asking you to confirm the contact first. Once you confirm, edit, or select an existing contact, Tofu creates it in your accounting software and you can proceed.
Read-only integrations (Sage, Zoho Books) — there's no Publish step. Once you accept and Save the new contact, Tofu creates it in your accounting software automatically, so it's ready the next time you review.
Non-integrated entities — a prompt will appear letting you know there is a new contact that hasn't been accepted yet. You can click Review to go back and check it, or Continue to accept it and save the extraction as-is.
💡 Tip: Take a moment to double-check the suggested name before confirming — especially on bank statements, where payee names can sometimes vary slightly across transactions.