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Tofu (Excel): A Universal Export Template

Learn about Tofu (Excel), a universal export template that pulls every available field from your extraction so nothing is missed, and how to use it if you're on a bespoke or in-house accounting system.

Written by Jess B

Why the Tofu (Excel) exists

Most export templates match one accounting software's column layout, so they can change whenever that vendor updates its import requirements.

Tofu (Excel) is different: one stable, comprehensive format per extraction type, not tied to any vendor. If you're on a bespoke or in-house system, it's the fixed contract on Tofu's side, your team or vendor maps it to your system, and that mapping stays reliable since the format itself never changes.


What's included

Extraction Type

Header fields

Line item fields

AP Bills / AR Invoices

Invoice Number, Invoice Reference, Type, Contact Name, Contact Code, Invoice Date, Due Date, Currency, Line Amount Type, Total Amount, Total Tax, Discount Rate, Discount Amount, Discount Type

Line Description, Line Quantity, Line Unit Price, Line Discount Rate, Line Discount Amount, Line Discount Type, Line Tax Rate, Line Tax Amount, Line Account Code, Line Account Name, Line Tax Rate Name, Line Debit Account Code, Line Credit Account Code, Line Debit Tax Rate Name, Line Credit Tax Rate Name, Line Tags, Line Debit Tags, Line Credit Tags

Direct Expenses

Reference, Transaction Date, Currency, Type, Spend Type, Payment Type, Contact Name, Contact Code, Total Amount, Discount Rate, Discount Amount, Discount Type, Line Amount Type

Line Description, Line Quantity, Line Unit Price, Line Amount, Line Tax Rate, Line Tax Amount, Line Account Code, Line Account Name, Line Tax Rate Name, Line Debit Account Code, Line Credit Account Code, Line Debit Tax Rate Name, Line Credit Tax Rate Name, Line Tags, Line Debit Tags, Line Credit Tags

Bank Statements

Bank Name, Account Number, Currency, Opening Balance, Closing Balance, Credit Total, Debit Total, Subtotal

Transaction Date, Transaction Currency, Description, Contact Name, Amount, Balance, Reference, Check Number, Tax Rate, Tax Amount, Debit Tax Rate, Debit Tax Amount, Credit Tax Rate, Credit Tax Amount, Account Code, Account Name, Tax Rate Name, Debit Account Code, Debit Tax Rate Name, Credit Account Code, Credit Tax Rate Name, Debit Tags, Credit Tags

Sample files: download an example export for AP Bill, AR Invoices, Bank Statements, Direct Expenses to see the exact format.

Note: Since the Tofu (Excel) exports every available field, some columns may be blank if that data wasn't captured for a particular document.


How to export using Tofu (Excel) format

  1. Select your extractions.

    • Individual: open the extraction from the review page and click the three dots (⋯) > Export, or select it from the Extractions panel.

    • Bulk: from the Extractions panel, select the extractions you need. To select all, click the checkbox beside Extraction or use the keyboard shortcut Shift + E.

  2. Click Export.

  3. Choose Tofu (Excel) from the export format list. Available for AP Bills, AR Invoices, Bank Statements, and Direct Expenses.

Tips

  • Use filters (supplier, customer, or extraction type) to export only what you need.

  • Export in batches to make mapping easier.

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