🚧 Important: Double Entry is currently waitlisted. Some features may change as we continue to improve the experience. If you'd like access, please reach out to your CSM to request enablement. If you run into anything unexpected, please reach out to our support team.
Step 1: Configure double entry by extraction type
You can turn on double entry per extraction type in your entity settings.
Go to Entity Settings.
Click Features.
Under Document Extraction Types, find the extraction type you want to update.
Click the Single Entry dropdown and toggle it to Double Entry.
You can enable double entry for:
AP Bills
AR Invoices
Direct Expenses
Note:
Bank Statement support is coming in a future update.
Changing the double entry setting does not apply to existing extractions. To see the changes, you need to re-extract the extraction. This applies in both directions: switching to double entry and switching back to single entry.
Step 2: Review your extraction
Once double entry is enabled, your extractions will include additional fields and sections. Here is how it works when reviewing an extraction.
Assign a credit account to each line item
Each line item now includes a credit account field. Tofu assigns a default credit account (e.g., Accounts Payable), but you can change it per line if needed.
Note: All line items must have a credit account assigned before you can save any edits to the extraction.
Step 3: Review the Credit Line Items section
Below the line items, you will see the Credit Line Items section. This shows the total amount grouped by credit account. If multiple line items share the same credit account, their amounts are combined into one row.
Step 4: Check the Journal Entry Review section
The Journal Entry Review section gives you a full side-by-side view of the debit and credit entries for the extraction.
The debit side shows each line item individually.
The credit side shows the total per credit account (not per line item).
The debit and credit totals must always match.
💡 Tip: For AR Invoices, the entry direction is reversed. You assign debit accounts (e.g., Accounts Receivable) and the section is labeled Debit Line Items instead.
🔑 Quick Tips:
Re-extract documents after changing the setting to see updates
Double entry is available for AP Bills, AR Invoices, and Direct Expenses
All line items must have a credit account assigned before you can save edits