Bill Run
05-10-2026-014
Started 05/09/2026, 10:52 PM CDT · Completed 05/12/2026, 7:37 PM CDT
Invoices
2
Processed
0
Errors
2
Included invoices
2 invoices
| File | Vendor | Invoice # | Amount | Category | Status | Detail |
|---|---|---|---|---|---|---|
| FergusonEnterprisesLLC_INV-2023372_test.pdf | Detected: Ferguson Enterprises LLC | 2023372 | $13,227.00 | Building Materials | Error | View |
| CuttingEdge_INV-15709_test.pdf | Detected: Cutting Edge Inc. | 15709 | $900.00 | Building Materials | Error | View |
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
Processing log
9 events across 2 invoices
Time
05/09/2026, 10:52:22 PM CDT
Event
FILE CLAIMEDMessage
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 COMPLETEDMessage
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 COMPLETEDMessage
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 COMPLETEDMessage
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 CLAIMEDMessage
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 COMPLETEDMessage
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 COMPLETEDMessage
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
FAILEDMessage
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
FAILEDMessage
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"
}