JkathBusiness Portal

Bill Run

05-10-2026-014

Started 05/09/2026, 10:52 PM CDT · Completed 05/12/2026, 7:37 PM CDT

StatusCompleted with errors
Back to runs

Invoices

2

Processed

0

Errors

2

Included invoices

2 invoices

FileVendorInvoice #AmountCategoryStatusDetail
FergusonEnterprisesLLC_INV-2023372_test.pdf
Detected: Ferguson Enterprises LLC
2023372
$13,227.00Building MaterialsErrorView
CuttingEdge_INV-15709_test.pdf
Detected: Cutting Edge Inc.
15709
$900.00Building MaterialsErrorView
Folders
Source
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/01 Unprocessed
Processing
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/02 Processing
Processed
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/03 Processed
Errors
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/04 Error
Review
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/05 Review

Processing log

9 events across 2 invoices

Completed with errors0 processed2 errors

Time

05/09/2026, 10:52:22 PM CDT

Event

FILE CLAIMED

Message

Source file claimed by Make scenario.

05-10-2026-014-INV-001 · FergusonEnterprisesLLC_INV-2023372_test.pdf

Payload
{
  "message": "Claimed invoice file and moved into processing.",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/01 Unprocessed/FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/02 Processing/FergusonEnterprisesLLC_INV-2023372_test.pdf"
}

Time

05/09/2026, 10:52:34 PM CDT

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

05-10-2026-014-INV-001 · FergusonEnterprisesLLC_INV-2023372_test.pdf

Payload
{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-10-2026-014-INV-001",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3534",
  "make_trace_id": "make-20260509_235220_630",
  "output_tokens": "479",
  "bill_import_id": "bill_e8c8091c82534cf887ff8af0ed94eed6",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "claude_message_id": "msg_01RjGDwuzyaySHWSPSAmtSyk"
}

Time

05/09/2026, 10:52:34 PM CDT

Event

ALIAS LOOKUP COMPLETED

Message

Vendor alias lookup matched a portal vendor.

05-10-2026-014-INV-001 · FergusonEnterprisesLLC_INV-2023372_test.pdf

Payload
{
  "found": true,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": "alias_1e2f326fecee46f5b955324a2e70975d",
  "vendor_id": "vendor_15ec102255844f479fc29f8cb9362b73",
  "process_key": "05-10-2026-014-INV-001",
  "vendor_name": "Ferguson Enterprises LLC",
  "make_trace_id": "make-20260509_235220_630",
  "bill_import_id": "bill_e8c8091c82534cf887ff8af0ed94eed6",
  "canonical_name": "Ferguson Enterprises LLC",
  "category_count": 2,
  "invoice_number": "2023372",
  "category_options": [
    {
      "name": "Building Materials",
      "notes": null,
      "expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
      "fully_qualified_name": "Building Materials",
      "quickbooks_account_id": null,
      "vendor_expense_category_id": "vec_dcd4a73cb5a64d3d9b963502d36833b2"
    },
    {
      "name": "Purchases",
      "notes": "Added to exercise multi-category category selection in Make. Claude should choose based on invoice line items and vendor notes.",
      "expense_category_id": "cmoxqtzei0004hjx2z00a1q1n",
      "fully_qualified_name": "Purchases",
      "quickbooks_account_id": "QBO-ACCT-6400",
      "vendor_expense_category_id": "vec_3a57237e9ff54e8c946f7b6d2cc604e2"
    }
  ],
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "expense_category_id": null,
  "normalized_alias_key": "ferguson enterprises llc",
  "quickbooks_vendor_id": null,
  "default_expense_account": null
}

Time

05/09/2026, 10:52:40 PM CDT

Event

CATEGORY SELECTION COMPLETED

Message

Expense category selected for bill import.

05-10-2026-014-INV-001 · FergusonEnterprisesLLC_INV-2023372_test.pdf

Payload
{
  "message": "Claude selected an expense category from allowed portal options.",
  "process_key": "05-10-2026-014-INV-001",
  "vendor_name": "Ferguson Enterprises LLC",
  "category_name": "Building Materials",
  "make_trace_id": "make-20260509_235220_630",
  "bill_import_id": "bill_e8c8091c82534cf887ff8af0ed94eed6",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "selection_payload": {
    "reason": "This Ferguson invoice is tied to a specific construction project (Bonderud - 4432 Derrymoor Ct) and contains appliances — a 36\" Classic French Door Refrigerator and a built-in dishwasher — that are being supplied as job materials for that project. Per the vendor-specific notes for Ferguson, Building Materials is the correct category for job materials on construction projects, even when those materials are appliances/fixtures rather than traditional plumbing supplies or pipes. The items are project-specific (not general resale), supporting Building Materials over Purchases.",
    "confidence": 0.82,
    "selected_expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
    "selected_expense_category_name": "Building Materials"
  },
  "expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
  "quickbooks_account_id": null
}

Time

05/09/2026, 10:52:44 PM CDT

Event

FILE CLAIMED

Message

Source file claimed by Make scenario.

05-10-2026-014-INV-002 · CuttingEdge_INV-15709_test.pdf

Payload
{
  "message": "Claimed invoice file and moved into processing.",
  "source_file_name": "CuttingEdge_INV-15709_test.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/01 Unprocessed/CuttingEdge_INV-15709_test.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/02 Processing/CuttingEdge_INV-15709_test.pdf"
}

Time

05/09/2026, 10:52:53 PM CDT

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

05-10-2026-014-INV-002 · CuttingEdge_INV-15709_test.pdf

Payload
{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-10-2026-014-INV-002",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3030",
  "make_trace_id": "make-20260509_235220_630",
  "output_tokens": "411",
  "bill_import_id": "bill_78829a124327429ebd541ef3a5b256ba",
  "source_file_name": "CuttingEdge_INV-15709_test.pdf",
  "claude_message_id": "msg_01FgUHqRABW31yg2AoTpmfA9"
}

Time

05/09/2026, 10:52:53 PM CDT

Event

ALIAS LOOKUP COMPLETED

Message

Vendor alias lookup matched a portal vendor.

05-10-2026-014-INV-002 · CuttingEdge_INV-15709_test.pdf

Payload
{
  "found": true,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": "alias_833ec0f9d087464683364c79c4596767",
  "vendor_id": "vendor_f0e14f05ab56487c8d1e736810cc972f",
  "process_key": "05-10-2026-014-INV-002",
  "vendor_name": "Cutting Edge Inc.",
  "make_trace_id": "make-20260509_235220_630",
  "bill_import_id": "bill_78829a124327429ebd541ef3a5b256ba",
  "canonical_name": "Cutting Edge",
  "category_count": 1,
  "invoice_number": "15709",
  "category_options": [
    {
      "name": "Building Materials",
      "notes": null,
      "expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
      "fully_qualified_name": "Building Materials",
      "quickbooks_account_id": null,
      "vendor_expense_category_id": "vec_5b8fe8205cbb40218bafdc034cfdabf0"
    }
  ],
  "source_file_name": "CuttingEdge_INV-15709_test.pdf",
  "category_selection": {
    "method": "single_assignable_category",
    "reason": "Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.",
    "confidence": 1,
    "category_name": "Building Materials",
    "expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
    "quickbooks_account_id": null,
    "selected_expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
    "selected_expense_category_name": "Building Materials"
  },
  "expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
  "normalized_alias_key": "cutting edge inc",
  "quickbooks_vendor_id": null,
  "default_expense_account": "Building Materials"
}

Time

05/12/2026, 7:37:56 PM CDT

Event

FAILED

Message

Make scenario ended before finalizing this run; stale RUNNING run marked failed during cleanup.

05-10-2026-014-INV-001 · FergusonEnterprisesLLC_INV-2023372_test.pdf

Payload
{
  "run_id": "run_b6a1c83c964e4d0daf81cedbf81a725f",
  "source": "mark_bill_import_run_failed",
  "run_key": "05-10-2026-014",
  "recorded_at": "2026-05-13T00:37:56.178591+00:00"
}

Time

05/12/2026, 7:37:56 PM CDT

Event

FAILED

Message

Make scenario ended before finalizing this run; stale RUNNING run marked failed during cleanup.

05-10-2026-014-INV-002 · CuttingEdge_INV-15709_test.pdf

Payload
{
  "run_id": "run_b6a1c83c964e4d0daf81cedbf81a725f",
  "source": "mark_bill_import_run_failed",
  "run_key": "05-10-2026-014",
  "recorded_at": "2026-05-13T00:37:56.178591+00:00"
}