Bill Run
05-11-2026-015
Started 05/11/2026, 11:43 AM CDT · Completed 05/11/2026, 11:46 AM CDT
Invoices
8
Processed
6
Errors
2
Included invoices
8 invoices
| File | Vendor | Invoice # | Amount | Category | Status | Detail |
|---|---|---|---|---|---|---|
| CuttingEdge_INV-15709.pdf | Detected: Cutting Edge Inc. | 15709 | $900.00 | Building Services:Painting | Created in QB | View |
| FergusonEnterprisesLLC_INV-2023372.pdf | Detected: Ferguson Enterprises LLC | 2023372 | $13,227.00 | Building Materials:Appliances | Created in QB | View |
| RichelieuAmericaLtd_INV-P202932.pdf | Detected: Richelieu America | P202932 | $116.52 | Building Materials:Accessories | Created in QB | View |
| DLMPlumbing_INV-2028.pdf | Detected: DLM Plumbing | 2028 | $3,674.50 | Building Services:Plumbing | Created in QB | View |
| LibertyElectricMinnesotaLLC_INV-26119.pdf | Detected: Liberty Electric Minnesota LLC | 26119 | $7,886.00 | Building Services:Electrical | Created in QB | View |
| TheBrandsatRabbitCreek_INV-10947.pdf | Detected: The Brands at Rabbit Creek | 10947 | $3,065.00 | Building Materials:Lighting | Created in QB | View |
| Ruiz 2_VALIDATION-FAILED.pdf | Unmatched Detected: Ruiz painting llc | Not set | $350.00 | Not assigned | Validation error | View |
| BrightView_INV-5260_VALIDATION-FAILED.pdf | Unmatched Detected: Brightview Window Cleaning, Inc. | 5260 | $220.58 | Not assigned | Validation error | View |
Folders
- Source
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
- Processing
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing
- Processed
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/03 Processed
- Errors
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/04 Error
- Review
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review
Processing log
51 events across 8 invoices
Completed with errors6 processed2 errors
Processing log
51 events across 8 invoices
Time
05/11/2026, 11:43:50 AM CDT
Event
FILE CLAIMEDMessage
Source file claimed by Make scenario.
05-11-2026-015-INV-001 · CuttingEdge_INV-15709.pdf
Payload
{
"message": "Claimed invoice file and moved into processing.",
"source_file_name": "CuttingEdge_INV-15709.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/CuttingEdge_INV-15709.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/CuttingEdge_INV-15709.pdf"
}Time
05/11/2026, 11:43:58 AM CDT
Event
PARSE COMPLETEDMessage
Claude extraction parsed and stored.
05-11-2026-015-INV-001 · CuttingEdge_INV-15709.pdf
Payload
{
"message": "Claude extraction parsed and stored.",
"process_key": "05-11-2026-015-INV-001",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "3030",
"make_trace_id": "make-20260511_114348_372",
"output_tokens": "385",
"bill_import_id": "bill_0b1a632409a14b97aeb83bf50bc84a2a",
"source_file_name": "CuttingEdge_INV-15709.pdf",
"claude_message_id": "msg_01KdYpz18QMDrUfKemfjBCz3"
}Time
05/11/2026, 11:43:58 AM CDT
Event
ALIAS LOOKUP COMPLETEDMessage
Vendor alias lookup matched a portal vendor.
05-11-2026-015-INV-001 · CuttingEdge_INV-15709.pdf
Payload
{
"found": true,
"message": "Looked up parsed vendor name against portal aliases.",
"alias_id": "alias_833ec0f9d087464683364c79c4596767",
"vendor_id": "vendor_f0e14f05ab56487c8d1e736810cc972f",
"process_key": "05-11-2026-015-INV-001",
"vendor_name": "Cutting Edge Inc.",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_0b1a632409a14b97aeb83bf50bc84a2a",
"canonical_name": "Cutting Edge",
"category_count": 1,
"invoice_number": "15709",
"category_options": [
{
"name": "Painting",
"notes": "Mapped from JKath historical QuickBooks export: Building Services:Painting (4).",
"expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d",
"fully_qualified_name": "Building Services:Painting",
"quickbooks_account_id": "134",
"vendor_expense_category_id": "cmp1bb1ld005413pfkfkbagz8"
}
],
"source_file_name": "CuttingEdge_INV-15709.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": "Painting",
"expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d",
"quickbooks_account_id": "134",
"selected_expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d",
"selected_expense_category_name": "Painting"
},
"expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d",
"normalized_alias_key": "cutting edge inc",
"quickbooks_vendor_id": "29",
"default_expense_account": "Painting",
"missing_category_options": false
}Time
05/11/2026, 11:43:59 AM CDT
Event
QB LOOKUP COMPLETEDMessage
QuickBooks vendor, account, and duplicate bill lookup completed.
05-11-2026-015-INV-001 · CuttingEdge_INV-15709.pdf
Payload
{
"path": "single_category_direct",
"message": "QuickBooks lookup completed before create-or-duplicate routing.",
"process_key": "05-11-2026-015-INV-001",
"vendor_name": "Cutting Edge",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_0b1a632409a14b97aeb83bf50bc84a2a",
"invoice_number": "15709",
"source_file_name": "CuttingEdge_INV-15709.pdf",
"quickbooks_vendor_id": "29",
"quickbooks_account_id": "134",
"existing_quickbooks_bill_id": null
}Time
05/11/2026, 11:44:00 AM CDT
Event
QB BILL CREATEDMessage
QuickBooks Bill created.
05-11-2026-015-INV-001 · CuttingEdge_INV-15709.pdf
Payload
{
"path": "single_category_direct",
"message": "QuickBooks Bill created from invoice import.",
"process_key": "05-11-2026-015-INV-001",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_0b1a632409a14b97aeb83bf50bc84a2a",
"source_file_name": "CuttingEdge_INV-15709.pdf",
"quickbooks_bill_id": "241",
"quickbooks_payload": {
"path": "single_category_direct",
"total": "900",
"doc_number": "15709",
"vendor_ref": "29",
"account_ref": "134",
"quickbooks_bill_id": "241"
},
"quickbooks_account_id": "134",
"resolved_expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d"
}Time
05/11/2026, 11:44:01 AM CDT
Event
ATTACHMENT UPLOADEDMessage
Source file attached to the QuickBooks Bill.
05-11-2026-015-INV-001 · CuttingEdge_INV-15709.pdf
Payload
{
"path": "single_category_direct",
"message": "Source file uploaded to QuickBooks Bill.",
"process_key": "05-11-2026-015-INV-001",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_0b1a632409a14b97aeb83bf50bc84a2a",
"source_file_name": "CuttingEdge_INV-15709.pdf",
"attachment_payload": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "241"
},
"quickbooks_bill_id": "241"
}Time
05/11/2026, 11:44:04 AM CDT
Event
FILE MOVEDMessage
Final invoice file moved.
05-11-2026-015-INV-001 · CuttingEdge_INV-15709.pdf
Payload
{
"path": "single_category_direct",
"status": "CREATED_IN_QBO",
"message": "Processed invoice file moved after QuickBooks Bill creation.",
"outcome": "processed",
"process_key": "05-11-2026-015-INV-001",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_0b1a632409a14b97aeb83bf50bc84a2a",
"final_file_name": "CuttingEdge_INV-15709.pdf",
"source_file_name": "CuttingEdge_INV-15709.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/qppkxne3p3o8ln281droe/CuttingEdge_INV-15709.pdf?rlkey=a6v2x980ah93gxr60wnsrf0xg&dl=0",
"quickbooks_bill_id": "241"
}Time
05/11/2026, 11:44:06 AM CDT
Event
FILE CLAIMEDMessage
Source file claimed by Make scenario.
05-11-2026-015-INV-002 · FergusonEnterprisesLLC_INV-2023372.pdf
Payload
{
"message": "Claimed invoice file and moved into processing.",
"source_file_name": "FergusonEnterprisesLLC_INV-2023372.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/FergusonEnterprisesLLC_INV-2023372.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/FergusonEnterprisesLLC_INV-2023372.pdf"
}Time
05/11/2026, 11:44:17 AM CDT
Event
PARSE COMPLETEDMessage
Claude extraction parsed and stored.
05-11-2026-015-INV-002 · FergusonEnterprisesLLC_INV-2023372.pdf
Payload
{
"message": "Claude extraction parsed and stored.",
"process_key": "05-11-2026-015-INV-002",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "3534",
"make_trace_id": "make-20260511_114348_372",
"output_tokens": "490",
"bill_import_id": "bill_f4af2dfe3ddc4c90aea5843ab9626b2c",
"source_file_name": "FergusonEnterprisesLLC_INV-2023372.pdf",
"claude_message_id": "msg_01XJ8jRu2PPF9xm2zpneA5za"
}Time
05/11/2026, 11:44:17 AM CDT
Event
ALIAS LOOKUP COMPLETEDMessage
Vendor alias lookup matched a portal vendor.
05-11-2026-015-INV-002 · FergusonEnterprisesLLC_INV-2023372.pdf
Payload
{
"found": true,
"message": "Looked up parsed vendor name against portal aliases.",
"alias_id": "alias_1e2f326fecee46f5b955324a2e70975d",
"vendor_id": "vendor_15ec102255844f479fc29f8cb9362b73",
"process_key": "05-11-2026-015-INV-002",
"vendor_name": "Ferguson Enterprises LLC",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_f4af2dfe3ddc4c90aea5843ab9626b2c",
"canonical_name": "Ferguson Enterprises LLC",
"category_count": 2,
"invoice_number": "2023372",
"category_options": [
{
"name": "Appliances",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Appliances (52).",
"expense_category_id": "cat_6815fb48c53f4221ad0130eaa34c6238",
"fully_qualified_name": "Building Materials:Appliances",
"quickbooks_account_id": "104",
"vendor_expense_category_id": "cmp1baudl001213pfmu17sj8z"
},
{
"name": "Plumbing",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Plumbing (100).",
"expense_category_id": "cat_173f2c1a36d74231bf0b9d9c755c7b0d",
"fully_qualified_name": "Building Materials:Plumbing",
"quickbooks_account_id": "113",
"vendor_expense_category_id": "cmp1baug5001413pfbfb4fs2m"
}
],
"source_file_name": "FergusonEnterprisesLLC_INV-2023372.pdf",
"expense_category_id": null,
"normalized_alias_key": "ferguson enterprises llc",
"quickbooks_vendor_id": "6",
"default_expense_account": null,
"missing_category_options": false
}Time
05/11/2026, 11:44:23 AM CDT
Event
CATEGORY SELECTION COMPLETEDMessage
Expense category selected for bill import.
05-11-2026-015-INV-002 · FergusonEnterprisesLLC_INV-2023372.pdf
Payload
{
"message": "Claude selected an expense category from allowed portal options.",
"process_key": "05-11-2026-015-INV-002",
"vendor_name": "Ferguson Enterprises LLC",
"category_name": "Appliances",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_f4af2dfe3ddc4c90aea5843ab9626b2c",
"source_file_name": "FergusonEnterprisesLLC_INV-2023372.pdf",
"selection_payload": {
"reason": "Both line items are clearly appliances: a Classic French Door Refrigerator (SCL3650UFDO) and a Built-In Dishwasher (CDW2451). These map directly to the Appliances category. Although Ferguson invoices default to Building Materials for plumbing/construction supplies per vendor notes, these are appliances, making the Appliances category the correct and specific match.",
"confidence": 0.99,
"selected_expense_category_id": "cat_6815fb48c53f4221ad0130eaa34c6238",
"selected_expense_category_name": "Appliances"
},
"expense_category_id": "cat_6815fb48c53f4221ad0130eaa34c6238",
"quickbooks_account_id": "104"
}Time
05/11/2026, 11:44:23 AM CDT
Event
QB LOOKUP COMPLETEDMessage
QuickBooks vendor, account, and duplicate bill lookup completed.
05-11-2026-015-INV-002 · FergusonEnterprisesLLC_INV-2023372.pdf
Payload
{
"path": "multi_category_direct",
"message": "QuickBooks lookup completed before create-or-duplicate routing.",
"process_key": "05-11-2026-015-INV-002",
"vendor_name": "Ferguson Enterprises LLC",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_f4af2dfe3ddc4c90aea5843ab9626b2c",
"invoice_number": "2023372",
"source_file_name": "FergusonEnterprisesLLC_INV-2023372.pdf",
"quickbooks_vendor_id": "6",
"quickbooks_account_id": "104",
"existing_quickbooks_bill_id": null
}Time
05/11/2026, 11:44:24 AM CDT
Event
QB BILL CREATEDMessage
QuickBooks Bill created.
05-11-2026-015-INV-002 · FergusonEnterprisesLLC_INV-2023372.pdf
Payload
{
"path": "multi_category_direct",
"message": "QuickBooks Bill created from invoice import.",
"process_key": "05-11-2026-015-INV-002",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_f4af2dfe3ddc4c90aea5843ab9626b2c",
"source_file_name": "FergusonEnterprisesLLC_INV-2023372.pdf",
"quickbooks_bill_id": "242",
"quickbooks_payload": {
"path": "multi_category_direct",
"total": "13227",
"doc_number": "2023372",
"vendor_ref": "6",
"account_ref": "104",
"quickbooks_bill_id": "242"
},
"quickbooks_account_id": "104",
"resolved_expense_category_id": "cat_6815fb48c53f4221ad0130eaa34c6238"
}Time
05/11/2026, 11:44:25 AM CDT
Event
ATTACHMENT UPLOADEDMessage
Source file attached to the QuickBooks Bill.
05-11-2026-015-INV-002 · FergusonEnterprisesLLC_INV-2023372.pdf
Payload
{
"path": "multi_category_direct",
"message": "Source file uploaded to QuickBooks Bill.",
"process_key": "05-11-2026-015-INV-002",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_f4af2dfe3ddc4c90aea5843ab9626b2c",
"source_file_name": "FergusonEnterprisesLLC_INV-2023372.pdf",
"attachment_payload": {
"path": "multi_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "242"
},
"quickbooks_bill_id": "242"
}Time
05/11/2026, 11:44:28 AM CDT
Event
FILE MOVEDMessage
Final invoice file moved.
05-11-2026-015-INV-002 · FergusonEnterprisesLLC_INV-2023372.pdf
Payload
{
"path": "multi_category_direct",
"status": "CREATED_IN_QBO",
"message": "Processed invoice file moved after QuickBooks Bill creation.",
"outcome": "processed",
"process_key": "05-11-2026-015-INV-002",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_f4af2dfe3ddc4c90aea5843ab9626b2c",
"final_file_name": "FergusonEnterprisesLLC_INV-2023372.pdf",
"source_file_name": "FergusonEnterprisesLLC_INV-2023372.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/mqimpq2v3cyi9crmw4j0l/FergusonEnterprisesLLC_INV-2023372.pdf?rlkey=tzsbinncfql1zzinsdsatfz5t&dl=0",
"quickbooks_bill_id": "242"
}Time
05/11/2026, 11:44:29 AM CDT
Event
FILE CLAIMEDMessage
Source file claimed by Make scenario.
05-11-2026-015-INV-003 · RichelieuAmericaLtd_INV-P202932.pdf
Payload
{
"message": "Claimed invoice file and moved into processing.",
"source_file_name": "RichelieuAmericaLtd_INV-P202932.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/RichelieuAmericaLtd_INV-P202932.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/RichelieuAmericaLtd_INV-P202932.pdf"
}Time
05/11/2026, 11:44:38 AM CDT
Event
PARSE COMPLETEDMessage
Claude extraction parsed and stored.
05-11-2026-015-INV-003 · RichelieuAmericaLtd_INV-P202932.pdf
Payload
{
"message": "Claude extraction parsed and stored.",
"process_key": "05-11-2026-015-INV-003",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "3174",
"make_trace_id": "make-20260511_114348_372",
"output_tokens": "383",
"bill_import_id": "bill_2c60c17fad0b4c23946a4d573c3a3a43",
"source_file_name": "RichelieuAmericaLtd_INV-P202932.pdf",
"claude_message_id": "msg_016XxSxfTZEPk8LeuotxheNL"
}Time
05/11/2026, 11:44:38 AM CDT
Event
ALIAS LOOKUP COMPLETEDMessage
Vendor alias lookup matched a portal vendor.
05-11-2026-015-INV-003 · RichelieuAmericaLtd_INV-P202932.pdf
Payload
{
"found": true,
"message": "Looked up parsed vendor name against portal aliases.",
"alias_id": "alias_917a23e267804b8f89bcb620c7404f3f",
"vendor_id": "vend_42ffe59420044a478769ff2b1ae5f2e0",
"process_key": "05-11-2026-015-INV-003",
"vendor_name": "Richelieu America",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_2c60c17fad0b4c23946a4d573c3a3a43",
"canonical_name": "Richelieu America Ltd",
"category_count": 3,
"invoice_number": "P202932",
"category_options": [
{
"name": "Accessories",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Accessories (1).",
"expense_category_id": "cat_803a993fa8c7497d82397548a7148b17",
"fully_qualified_name": "Building Materials:Accessories",
"quickbooks_account_id": "103",
"vendor_expense_category_id": "cmp1batgz000i13pfluyh5qes"
},
{
"name": "Cabinet Materials",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Cabinet Materials (11).",
"expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"fully_qualified_name": "Building Materials:Cabinet Materials",
"quickbooks_account_id": "105",
"vendor_expense_category_id": "cmp1batjh000k13pfg260awt7"
},
{
"name": "Tools",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Tools (23).",
"expense_category_id": "cat_b6774fca4dc2443c919a6c6a3e2bfadc",
"fully_qualified_name": "Building Materials:Tools",
"quickbooks_account_id": "116",
"vendor_expense_category_id": "cmp1batly000m13pffzwozqmk"
}
],
"source_file_name": "RichelieuAmericaLtd_INV-P202932.pdf",
"expense_category_id": null,
"normalized_alias_key": "richelieu america",
"quickbooks_vendor_id": "89",
"default_expense_account": null,
"missing_category_options": false
}Time
05/11/2026, 11:44:43 AM CDT
Event
CATEGORY SELECTION COMPLETEDMessage
Expense category selected for bill import.
05-11-2026-015-INV-003 · RichelieuAmericaLtd_INV-P202932.pdf
Payload
{
"message": "Claude selected an expense category from allowed portal options.",
"process_key": "05-11-2026-015-INV-003",
"vendor_name": "Richelieu America Ltd",
"category_name": "Accessories",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_2c60c17fad0b4c23946a4d573c3a3a43",
"source_file_name": "RichelieuAmericaLtd_INV-P202932.pdf",
"selection_payload": {
"reason": "The line item is a round rod (ROUND.ROD 14G.1-5/16 X8' ORB) from Richelieu America, a hardware and cabinet accessories supplier. This item is a closet rod/hanging rod, which is a closet accessory hardware component rather than a primary cabinet material or a tool. Richelieu is well known for supplying cabinet and closet accessories, and a closet rod fits squarely within the Accessories category. It does not qualify as Cabinet Materials (structural/panel materials) nor as Tools (equipment used for work).",
"confidence": 0.82,
"selected_expense_category_id": "cat_803a993fa8c7497d82397548a7148b17",
"selected_expense_category_name": "Accessories"
},
"expense_category_id": "cat_803a993fa8c7497d82397548a7148b17",
"quickbooks_account_id": "103"
}Time
05/11/2026, 11:44:43 AM CDT
Event
QB LOOKUP COMPLETEDMessage
QuickBooks vendor, account, and duplicate bill lookup completed.
05-11-2026-015-INV-003 · RichelieuAmericaLtd_INV-P202932.pdf
Payload
{
"path": "multi_category_direct",
"message": "QuickBooks lookup completed before create-or-duplicate routing.",
"process_key": "05-11-2026-015-INV-003",
"vendor_name": "Richelieu America Ltd",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_2c60c17fad0b4c23946a4d573c3a3a43",
"invoice_number": "P202932",
"source_file_name": "RichelieuAmericaLtd_INV-P202932.pdf",
"quickbooks_vendor_id": "89",
"quickbooks_account_id": "103",
"existing_quickbooks_bill_id": null
}Time
05/11/2026, 11:44:44 AM CDT
Event
QB BILL CREATEDMessage
QuickBooks Bill created.
05-11-2026-015-INV-003 · RichelieuAmericaLtd_INV-P202932.pdf
Payload
{
"path": "multi_category_direct",
"message": "QuickBooks Bill created from invoice import.",
"process_key": "05-11-2026-015-INV-003",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_2c60c17fad0b4c23946a4d573c3a3a43",
"source_file_name": "RichelieuAmericaLtd_INV-P202932.pdf",
"quickbooks_bill_id": "243",
"quickbooks_payload": {
"path": "multi_category_direct",
"total": "116.52",
"doc_number": "P202932",
"vendor_ref": "89",
"account_ref": "103",
"quickbooks_bill_id": "243"
},
"quickbooks_account_id": "103",
"resolved_expense_category_id": "cat_803a993fa8c7497d82397548a7148b17"
}Time
05/11/2026, 11:44:45 AM CDT
Event
ATTACHMENT UPLOADEDMessage
Source file attached to the QuickBooks Bill.
05-11-2026-015-INV-003 · RichelieuAmericaLtd_INV-P202932.pdf
Payload
{
"path": "multi_category_direct",
"message": "Source file uploaded to QuickBooks Bill.",
"process_key": "05-11-2026-015-INV-003",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_2c60c17fad0b4c23946a4d573c3a3a43",
"source_file_name": "RichelieuAmericaLtd_INV-P202932.pdf",
"attachment_payload": {
"path": "multi_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "243"
},
"quickbooks_bill_id": "243"
}Time
05/11/2026, 11:44:49 AM CDT
Event
FILE MOVEDMessage
Final invoice file moved.
05-11-2026-015-INV-003 · RichelieuAmericaLtd_INV-P202932.pdf
Payload
{
"path": "multi_category_direct",
"status": "CREATED_IN_QBO",
"message": "Processed invoice file moved after QuickBooks Bill creation.",
"outcome": "processed",
"process_key": "05-11-2026-015-INV-003",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_2c60c17fad0b4c23946a4d573c3a3a43",
"final_file_name": "RichelieuAmericaLtd_INV-P202932.pdf",
"source_file_name": "RichelieuAmericaLtd_INV-P202932.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/ynr9ykkot78vu9lv9q0jh/RichelieuAmericaLtd_INV-P202932.pdf?rlkey=lyk52j9u8nwdwfqosl9m6jb4j&dl=0",
"quickbooks_bill_id": "243"
}Time
05/11/2026, 11:44:50 AM CDT
Event
FILE CLAIMEDMessage
Source file claimed by Make scenario.
05-11-2026-015-INV-004 · DLMPlumbing_INV-2028.pdf
Payload
{
"message": "Claimed invoice file and moved into processing.",
"source_file_name": "DLMPlumbing_INV-2028.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/DLMPlumbing_INV-2028.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/DLMPlumbing_INV-2028.pdf"
}Time
05/11/2026, 11:44:58 AM CDT
Event
PARSE COMPLETEDMessage
Claude extraction parsed and stored.
05-11-2026-015-INV-004 · DLMPlumbing_INV-2028.pdf
Payload
{
"message": "Claude extraction parsed and stored.",
"process_key": "05-11-2026-015-INV-004",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "3004",
"make_trace_id": "make-20260511_114348_372",
"output_tokens": "383",
"bill_import_id": "bill_40cec09552244754b5ee4836b15e20d8",
"source_file_name": "DLMPlumbing_INV-2028.pdf",
"claude_message_id": "msg_01Kf9W8jRVhVz1wBx6rKe12M"
}Time
05/11/2026, 11:44:58 AM CDT
Event
ALIAS LOOKUP COMPLETEDMessage
Vendor alias lookup matched a portal vendor.
05-11-2026-015-INV-004 · DLMPlumbing_INV-2028.pdf
Payload
{
"found": true,
"message": "Looked up parsed vendor name against portal aliases.",
"alias_id": "alias_46f2641117bd4272a26bb9af561884d4",
"vendor_id": "vend_32904b9a2da2434fb34f07c541e1995a",
"process_key": "05-11-2026-015-INV-004",
"vendor_name": "DLM Plumbing",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_40cec09552244754b5ee4836b15e20d8",
"canonical_name": "DLM Plumbing",
"category_count": 2,
"invoice_number": "2028",
"category_options": [
{
"name": "Plumbing",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Plumbing (1).",
"expense_category_id": "cat_173f2c1a36d74231bf0b9d9c755c7b0d",
"fully_qualified_name": "Building Materials:Plumbing",
"quickbooks_account_id": "113",
"vendor_expense_category_id": "cmp1bax1s002m13pfs5gclly7"
},
{
"name": "Plumbing",
"notes": "Mapped from JKath historical QuickBooks export: Building Services:Plumbing (35).",
"expense_category_id": "cat_f04b0af5b00a42c3a31351bad4d75f5d",
"fully_qualified_name": "Building Services:Plumbing",
"quickbooks_account_id": "136",
"vendor_expense_category_id": "cmp1bax47002o13pfimzofqof"
}
],
"source_file_name": "DLMPlumbing_INV-2028.pdf",
"expense_category_id": null,
"normalized_alias_key": "dlm plumbing",
"quickbooks_vendor_id": "19",
"default_expense_account": null,
"missing_category_options": false
}Time
05/11/2026, 11:45:02 AM CDT
Event
CATEGORY SELECTION COMPLETEDMessage
Expense category selected for bill import.
05-11-2026-015-INV-004 · DLMPlumbing_INV-2028.pdf
Payload
{
"message": "Claude selected an expense category from allowed portal options.",
"process_key": "05-11-2026-015-INV-004",
"vendor_name": "DLM Plumbing",
"category_name": "Plumbing",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_40cec09552244754b5ee4836b15e20d8",
"source_file_name": "DLMPlumbing_INV-2028.pdf",
"selection_payload": {
"reason": "The invoice from DLM Plumbing covers plumbing rough-in work and inspection services (labor and materials combined) for the Hidden Creek Trail project. The line item describes a bid for 'materials and services provided,' indicating this is primarily a service/labor engagement rather than a materials-only purchase. The category mapped from 'Building Services:Plumbing' (quickbooks_account_id=136, 35 historical uses) is a stronger fit than 'Building Materials:Plumbing' (quickbooks_account_id=113, 1 historical use), given the service-oriented nature of the work described.",
"confidence": 0.82,
"selected_expense_category_id": "cat_f04b0af5b00a42c3a31351bad4d75f5d",
"selected_expense_category_name": "Plumbing"
},
"expense_category_id": "cat_f04b0af5b00a42c3a31351bad4d75f5d",
"quickbooks_account_id": "136"
}Time
05/11/2026, 11:45:02 AM CDT
Event
QB LOOKUP COMPLETEDMessage
QuickBooks vendor, account, and duplicate bill lookup completed.
05-11-2026-015-INV-004 · DLMPlumbing_INV-2028.pdf
Payload
{
"path": "multi_category_direct",
"message": "QuickBooks lookup completed before create-or-duplicate routing.",
"process_key": "05-11-2026-015-INV-004",
"vendor_name": "DLM Plumbing",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_40cec09552244754b5ee4836b15e20d8",
"invoice_number": "2028",
"source_file_name": "DLMPlumbing_INV-2028.pdf",
"quickbooks_vendor_id": "19",
"quickbooks_account_id": "136",
"existing_quickbooks_bill_id": null
}Time
05/11/2026, 11:45:03 AM CDT
Event
QB BILL CREATEDMessage
QuickBooks Bill created.
05-11-2026-015-INV-004 · DLMPlumbing_INV-2028.pdf
Payload
{
"path": "multi_category_direct",
"message": "QuickBooks Bill created from invoice import.",
"process_key": "05-11-2026-015-INV-004",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_40cec09552244754b5ee4836b15e20d8",
"source_file_name": "DLMPlumbing_INV-2028.pdf",
"quickbooks_bill_id": "244",
"quickbooks_payload": {
"path": "multi_category_direct",
"total": "3674.5",
"doc_number": "2028",
"vendor_ref": "19",
"account_ref": "136",
"quickbooks_bill_id": "244"
},
"quickbooks_account_id": "136",
"resolved_expense_category_id": "cat_f04b0af5b00a42c3a31351bad4d75f5d"
}Time
05/11/2026, 11:45:04 AM CDT
Event
ATTACHMENT UPLOADEDMessage
Source file attached to the QuickBooks Bill.
05-11-2026-015-INV-004 · DLMPlumbing_INV-2028.pdf
Payload
{
"path": "multi_category_direct",
"message": "Source file uploaded to QuickBooks Bill.",
"process_key": "05-11-2026-015-INV-004",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_40cec09552244754b5ee4836b15e20d8",
"source_file_name": "DLMPlumbing_INV-2028.pdf",
"attachment_payload": {
"path": "multi_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "244"
},
"quickbooks_bill_id": "244"
}Time
05/11/2026, 11:45:07 AM CDT
Event
FILE MOVEDMessage
Final invoice file moved.
05-11-2026-015-INV-004 · DLMPlumbing_INV-2028.pdf
Payload
{
"path": "multi_category_direct",
"status": "CREATED_IN_QBO",
"message": "Processed invoice file moved after QuickBooks Bill creation.",
"outcome": "processed",
"process_key": "05-11-2026-015-INV-004",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_40cec09552244754b5ee4836b15e20d8",
"final_file_name": "DLMPlumbing_INV-2028.pdf",
"source_file_name": "DLMPlumbing_INV-2028.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/yxyuouom42ixg5fzxw6m9/DLMPlumbing_INV-2028.pdf?rlkey=j9veb7f9nvp7au7cmd0jvqoqw&dl=0",
"quickbooks_bill_id": "244"
}Time
05/11/2026, 11:45:09 AM CDT
Event
FILE CLAIMEDMessage
Source file claimed by Make scenario.
05-11-2026-015-INV-005 · LibertyElectricMinnesotaLLC_INV-26119.pdf
Payload
{
"message": "Claimed invoice file and moved into processing.",
"source_file_name": "LibertyElectricMinnesotaLLC_INV-26119.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/LibertyElectricMinnesotaLLC_INV-26119.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/LibertyElectricMinnesotaLLC_INV-26119.pdf"
}Time
05/11/2026, 11:45:14 AM CDT
Event
PARSE COMPLETEDMessage
Claude extraction parsed and stored.
05-11-2026-015-INV-005 · LibertyElectricMinnesotaLLC_INV-26119.pdf
Payload
{
"message": "Claude extraction parsed and stored.",
"process_key": "05-11-2026-015-INV-005",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "2947",
"make_trace_id": "make-20260511_114348_372",
"output_tokens": "331",
"bill_import_id": "bill_94dc06d616f443bbbb3587220343c4bd",
"source_file_name": "LibertyElectricMinnesotaLLC_INV-26119.pdf",
"claude_message_id": "msg_01BUVRJnKAUbWfB6gytxnh3f"
}Time
05/11/2026, 11:45:14 AM CDT
Event
ALIAS LOOKUP COMPLETEDMessage
Vendor alias lookup matched a portal vendor.
05-11-2026-015-INV-005 · LibertyElectricMinnesotaLLC_INV-26119.pdf
Payload
{
"found": true,
"message": "Looked up parsed vendor name against portal aliases.",
"alias_id": "cmp1abh90006gagtbnzrnz3wo",
"vendor_id": "vend_1ed7b0a3c46346b5aba5b77c09824774",
"process_key": "05-11-2026-015-INV-005",
"vendor_name": "Liberty Electric Minnesota LLC",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_94dc06d616f443bbbb3587220343c4bd",
"canonical_name": "Liberty Electric Minnesota LLC",
"category_count": 1,
"invoice_number": "26119",
"category_options": [
{
"name": "Electrical",
"notes": "Mapped from JKath historical QuickBooks export: Building Services:Electrical (39).",
"expense_category_id": "cat_ffcb7c9c5585409ba42ca033f3420f00",
"fully_qualified_name": "Building Services:Electrical",
"quickbooks_account_id": "124",
"vendor_expense_category_id": "cmp1bazw6004813pfobwqxvzx"
}
],
"source_file_name": "LibertyElectricMinnesotaLLC_INV-26119.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": "Electrical",
"expense_category_id": "cat_ffcb7c9c5585409ba42ca033f3420f00",
"quickbooks_account_id": "124",
"selected_expense_category_id": "cat_ffcb7c9c5585409ba42ca033f3420f00",
"selected_expense_category_name": "Electrical"
},
"expense_category_id": "cat_ffcb7c9c5585409ba42ca033f3420f00",
"normalized_alias_key": "liberty electric minnesota llc",
"quickbooks_vendor_id": "5",
"default_expense_account": "Electrical",
"missing_category_options": false
}Time
05/11/2026, 11:45:15 AM CDT
Event
QB LOOKUP COMPLETEDMessage
QuickBooks vendor, account, and duplicate bill lookup completed.
05-11-2026-015-INV-005 · LibertyElectricMinnesotaLLC_INV-26119.pdf
Payload
{
"path": "single_category_direct",
"message": "QuickBooks lookup completed before create-or-duplicate routing.",
"process_key": "05-11-2026-015-INV-005",
"vendor_name": "Liberty Electric Minnesota LLC",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_94dc06d616f443bbbb3587220343c4bd",
"invoice_number": "26119",
"source_file_name": "LibertyElectricMinnesotaLLC_INV-26119.pdf",
"quickbooks_vendor_id": "5",
"quickbooks_account_id": "124",
"existing_quickbooks_bill_id": null
}Time
05/11/2026, 11:45:15 AM CDT
Event
QB BILL CREATEDMessage
QuickBooks Bill created.
05-11-2026-015-INV-005 · LibertyElectricMinnesotaLLC_INV-26119.pdf
Payload
{
"path": "single_category_direct",
"message": "QuickBooks Bill created from invoice import.",
"process_key": "05-11-2026-015-INV-005",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_94dc06d616f443bbbb3587220343c4bd",
"source_file_name": "LibertyElectricMinnesotaLLC_INV-26119.pdf",
"quickbooks_bill_id": "245",
"quickbooks_payload": {
"path": "single_category_direct",
"total": "7886",
"doc_number": "26119",
"vendor_ref": "5",
"account_ref": "124",
"quickbooks_bill_id": "245"
},
"quickbooks_account_id": "124",
"resolved_expense_category_id": "cat_ffcb7c9c5585409ba42ca033f3420f00"
}Time
05/11/2026, 11:45:17 AM CDT
Event
ATTACHMENT UPLOADEDMessage
Source file attached to the QuickBooks Bill.
05-11-2026-015-INV-005 · LibertyElectricMinnesotaLLC_INV-26119.pdf
Payload
{
"path": "single_category_direct",
"message": "Source file uploaded to QuickBooks Bill.",
"process_key": "05-11-2026-015-INV-005",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_94dc06d616f443bbbb3587220343c4bd",
"source_file_name": "LibertyElectricMinnesotaLLC_INV-26119.pdf",
"attachment_payload": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "245"
},
"quickbooks_bill_id": "245"
}Time
05/11/2026, 11:45:22 AM CDT
Event
FILE MOVEDMessage
Final invoice file moved.
05-11-2026-015-INV-005 · LibertyElectricMinnesotaLLC_INV-26119.pdf
Payload
{
"path": "single_category_direct",
"status": "CREATED_IN_QBO",
"message": "Processed invoice file moved after QuickBooks Bill creation.",
"outcome": "processed",
"process_key": "05-11-2026-015-INV-005",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_94dc06d616f443bbbb3587220343c4bd",
"final_file_name": "LibertyElectricMinnesotaLLC_INV-26119.pdf",
"source_file_name": "LibertyElectricMinnesotaLLC_INV-26119.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/1mqavo8ag81ylexba7pxk/LibertyElectricMinnesotaLLC_INV-26119.pdf?rlkey=fvj9k6mo7oehfy5d742vli90v&dl=0",
"quickbooks_bill_id": "245"
}Time
05/11/2026, 11:45:23 AM CDT
Event
FILE CLAIMEDMessage
Source file claimed by Make scenario.
05-11-2026-015-INV-006 · TheBrandsatRabbitCreek_INV-10947.pdf
Payload
{
"message": "Claimed invoice file and moved into processing.",
"source_file_name": "TheBrandsatRabbitCreek_INV-10947.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/TheBrandsatRabbitCreek_INV-10947.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/TheBrandsatRabbitCreek_INV-10947.pdf"
}Time
05/11/2026, 11:45:36 AM CDT
Event
PARSE COMPLETEDMessage
Claude extraction parsed and stored.
05-11-2026-015-INV-006 · TheBrandsatRabbitCreek_INV-10947.pdf
Payload
{
"message": "Claude extraction parsed and stored.",
"process_key": "05-11-2026-015-INV-006",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "4943",
"make_trace_id": "make-20260511_114348_372",
"output_tokens": "694",
"bill_import_id": "bill_b52e5253c3c4472ea20f886d6e3b485c",
"source_file_name": "TheBrandsatRabbitCreek_INV-10947.pdf",
"claude_message_id": "msg_015QiZAwsTbGjpC3UEjBEmzz"
}Time
05/11/2026, 11:45:36 AM CDT
Event
ALIAS LOOKUP COMPLETEDMessage
Vendor alias lookup matched a portal vendor.
05-11-2026-015-INV-006 · TheBrandsatRabbitCreek_INV-10947.pdf
Payload
{
"found": true,
"message": "Looked up parsed vendor name against portal aliases.",
"alias_id": "alias_9c46512b0ff84fbc968c9638e67896ff",
"vendor_id": "vend_3b6497ef80064fe786570a68637d21fd",
"process_key": "05-11-2026-015-INV-006",
"vendor_name": "The Brands at Rabbit Creek",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_b52e5253c3c4472ea20f886d6e3b485c",
"canonical_name": "The Brands at Rabbit Creek",
"category_count": 1,
"invoice_number": "10947",
"category_options": [
{
"name": "Lighting",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Lighting (23).",
"expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c",
"fully_qualified_name": "Building Materials:Lighting",
"quickbooks_account_id": "110",
"vendor_expense_category_id": "cmp1bawns002e13pf9bu7vqmk"
}
],
"source_file_name": "TheBrandsatRabbitCreek_INV-10947.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": "Lighting",
"expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c",
"quickbooks_account_id": "110",
"selected_expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c",
"selected_expense_category_name": "Lighting"
},
"expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c",
"normalized_alias_key": "the brands at rabbit creek",
"quickbooks_vendor_id": "84",
"default_expense_account": "Lighting",
"missing_category_options": false
}Time
05/11/2026, 11:45:37 AM CDT
Event
QB LOOKUP COMPLETEDMessage
QuickBooks vendor, account, and duplicate bill lookup completed.
05-11-2026-015-INV-006 · TheBrandsatRabbitCreek_INV-10947.pdf
Payload
{
"path": "single_category_direct",
"message": "QuickBooks lookup completed before create-or-duplicate routing.",
"process_key": "05-11-2026-015-INV-006",
"vendor_name": "The Brands at Rabbit Creek",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_b52e5253c3c4472ea20f886d6e3b485c",
"invoice_number": "10947",
"source_file_name": "TheBrandsatRabbitCreek_INV-10947.pdf",
"quickbooks_vendor_id": "84",
"quickbooks_account_id": "110",
"existing_quickbooks_bill_id": null
}Time
05/11/2026, 11:45:37 AM CDT
Event
QB BILL CREATEDMessage
QuickBooks Bill created.
05-11-2026-015-INV-006 · TheBrandsatRabbitCreek_INV-10947.pdf
Payload
{
"path": "single_category_direct",
"message": "QuickBooks Bill created from invoice import.",
"process_key": "05-11-2026-015-INV-006",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_b52e5253c3c4472ea20f886d6e3b485c",
"source_file_name": "TheBrandsatRabbitCreek_INV-10947.pdf",
"quickbooks_bill_id": "246",
"quickbooks_payload": {
"path": "single_category_direct",
"total": "3065",
"doc_number": "10947",
"vendor_ref": "84",
"account_ref": "110",
"quickbooks_bill_id": "246"
},
"quickbooks_account_id": "110",
"resolved_expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c"
}Time
05/11/2026, 11:45:39 AM CDT
Event
ATTACHMENT UPLOADEDMessage
Source file attached to the QuickBooks Bill.
05-11-2026-015-INV-006 · TheBrandsatRabbitCreek_INV-10947.pdf
Payload
{
"path": "single_category_direct",
"message": "Source file uploaded to QuickBooks Bill.",
"process_key": "05-11-2026-015-INV-006",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_b52e5253c3c4472ea20f886d6e3b485c",
"source_file_name": "TheBrandsatRabbitCreek_INV-10947.pdf",
"attachment_payload": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "246"
},
"quickbooks_bill_id": "246"
}Time
05/11/2026, 11:45:42 AM CDT
Event
FILE MOVEDMessage
Final invoice file moved.
05-11-2026-015-INV-006 · TheBrandsatRabbitCreek_INV-10947.pdf
Payload
{
"path": "single_category_direct",
"status": "CREATED_IN_QBO",
"message": "Processed invoice file moved after QuickBooks Bill creation.",
"outcome": "processed",
"process_key": "05-11-2026-015-INV-006",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_b52e5253c3c4472ea20f886d6e3b485c",
"final_file_name": "TheBrandsatRabbitCreek_INV-10947.pdf",
"source_file_name": "TheBrandsatRabbitCreek_INV-10947.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/vlkq8n5gh8qcnpbigmmnv/TheBrandsatRabbitCreek_INV-10947.pdf?rlkey=lxoy8hqfmuld6y1tkaaki6spp&dl=0",
"quickbooks_bill_id": "246"
}Time
05/11/2026, 11:45:43 AM CDT
Event
FILE CLAIMEDMessage
Source file claimed by Make scenario.
05-11-2026-015-INV-007 · Ruiz 2_VALIDATION-FAILED.pdf
Payload
{
"message": "Claimed invoice file and moved into processing.",
"source_file_name": "Ruiz 2_VALIDATION-FAILED.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Ruiz 2_VALIDATION-FAILED.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Ruiz 2_VALIDATION-FAILED.pdf"
}Time
05/11/2026, 11:45:53 AM CDT
Event
PARSE COMPLETEDMessage
Claude extraction parsed and stored.
05-11-2026-015-INV-007 · Ruiz 2_VALIDATION-FAILED.pdf
Payload
{
"message": "Claude extraction parsed and stored.",
"process_key": "05-11-2026-015-INV-007",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "4394",
"make_trace_id": "make-20260511_114348_372",
"output_tokens": "440",
"bill_import_id": "bill_f3497c85db0c4ff3ad790d90ce2ad9ec",
"source_file_name": "Ruiz 2_VALIDATION-FAILED.pdf",
"claude_message_id": "msg_01MVmNnqUm1ym3zPJsPTgLAo"
}Time
05/11/2026, 11:45:57 AM CDT
Event
VALIDATION FAILEDMessage
Missing invoice number.
05-11-2026-015-INV-007 · Ruiz 2_VALIDATION-FAILED.pdf
Payload
{
"total": "350",
"message": "Validation failed; moved file to error folder.",
"process_key": "05-11-2026-015-INV-007",
"vendor_name": "Ruiz painting llc",
"invoice_date": "2026-02-01",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_f3497c85db0c4ff3ad790d90ce2ad9ec",
"invoice_number": "",
"final_file_name": "Ruiz 2_VALIDATION-FAILED.pdf",
"final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/04 Error/Ruiz 2_VALIDATION-FAILED.pdf",
"source_file_name": "Ruiz 2_VALIDATION-FAILED.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Ruiz 2_VALIDATION-FAILED.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/nmfx6rcxuevff44os39c2/Ruiz-2_VALIDATION-FAILED.pdf?rlkey=vdhyouq1lwl02e85dj3p0vnjw&dl=0",
"validation_details": "Missing invoice number.",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Ruiz 2_VALIDATION-FAILED.pdf"
}Time
05/11/2026, 11:45:58 AM CDT
Event
FILE CLAIMEDMessage
Source file claimed by Make scenario.
05-11-2026-015-INV-008 · BrightView_INV-5260_VALIDATION-FAILED.pdf
Payload
{
"message": "Claimed invoice file and moved into processing.",
"source_file_name": "BrightView_INV-5260_VALIDATION-FAILED.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/BrightView_INV-5260_VALIDATION-FAILED.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/BrightView_INV-5260_VALIDATION-FAILED.pdf"
}Time
05/11/2026, 11:46:05 AM CDT
Event
PARSE COMPLETEDMessage
Claude extraction parsed and stored.
05-11-2026-015-INV-008 · BrightView_INV-5260_VALIDATION-FAILED.pdf
Payload
{
"message": "Claude extraction parsed and stored.",
"process_key": "05-11-2026-015-INV-008",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "2930",
"make_trace_id": "make-20260511_114348_372",
"output_tokens": "310",
"bill_import_id": "bill_279b8ffada7f4251acb1afb792315664",
"source_file_name": "BrightView_INV-5260_VALIDATION-FAILED.pdf",
"claude_message_id": "msg_01D9AewSyZ7GQ5w5moVCWseW"
}Time
05/11/2026, 11:46:08 AM CDT
Event
VALIDATION FAILEDMessage
Claude was not confident enough in the vendor name.
05-11-2026-015-INV-008 · BrightView_INV-5260_VALIDATION-FAILED.pdf
Payload
{
"total": "220.58",
"message": "Validation failed; moved file to error folder.",
"process_key": "05-11-2026-015-INV-008",
"vendor_name": "Brightview Window Cleaning, Inc.",
"invoice_date": "2026-02-17",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_279b8ffada7f4251acb1afb792315664",
"invoice_number": "5260",
"final_file_name": "BrightView_INV-5260_VALIDATION-FAILED.pdf",
"final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/04 Error/BrightView_INV-5260_VALIDATION-FAILED.pdf",
"source_file_name": "BrightView_INV-5260_VALIDATION-FAILED.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/BrightView_INV-5260_VALIDATION-FAILED.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/re2xos18zhuhlibtay5av/BrightView_INV-5260_VALIDATION-FAILED.pdf?rlkey=on6djup7phiy1sti34ioh5n5t&dl=0",
"validation_details": "Claude was not confident enough in the vendor name.",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/BrightView_INV-5260_VALIDATION-FAILED.pdf"
}