JkathBusiness Portal

Bill Run

05-12-2026-050

Started 05/12/2026, 2:36 PM CDT · Completed 05/12/2026, 7:37 PM CDT

StatusCompleted with errors
Back to runs

Invoices

1

Processed

0

Errors

1

Included invoices

1 invoices

FileVendorInvoice #AmountCategoryStatusDetail
Blue Water Plumbing Invoice 110463160.pdf
Detected: Blue Water Plumbing
110463160
$3,740.00Building Services:PlumbingErrorView
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

6 events across 1 invoices

Completed with errors0 processed1 errors

Time

05/12/2026, 2:36:52 PM CDT

Event

FILE CLAIMED

Message

Source file claimed by Make scenario.

05-12-2026-050-INV-001 · Blue Water Plumbing Invoice 110463160.pdf

Payload
{
  "message": "Claimed invoice file and moved into processing.",
  "source_file_name": "Blue Water Plumbing Invoice 110463160.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Blue Water Plumbing Invoice 110463160.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Blue Water Plumbing Invoice 110463160.pdf"
}

Time

05/12/2026, 2:36:57 PM CDT

Event

ALIAS LOOKUP COMPLETED

Message

Vendor alias lookup matched a portal vendor.

05-12-2026-050-INV-001 · Blue Water Plumbing Invoice 110463160.pdf

Payload
{
  "found": true,
  "phase": "early_vendor_resolution",
  "message": "Early vendor lookup before full invoice extraction.",
  "alias_id": "cmp1abk2m008magtbb4qdutip",
  "vendor_id": "vend_3c6ffab81af143d3a55b596f928ca6f6",
  "process_key": "05-12-2026-050-INV-001",
  "vendor_name": "Blue Water Plumbing Inc",
  "make_trace_id": "make-20260512_143650_173",
  "bill_import_id": "bill_d8011af1a80a4c97ac0d67bcaae83a27",
  "canonical_name": "Blue Water Plumbing",
  "category_count": 1,
  "category_options": [
    {
      "name": "Plumbing",
      "notes": "Mapped from JKath historical QuickBooks export: Building Services:Plumbing (2).",
      "expense_category_id": "cat_f04b0af5b00a42c3a31351bad4d75f5d",
      "fully_qualified_name": "Building Services:Plumbing",
      "quickbooks_account_id": "136",
      "vendor_expense_category_id": "cmp1bb26b005e13pfr3kx7r2b"
    }
  ],
  "source_file_name": "Blue Water Plumbing Invoice 110463160.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": "Plumbing",
    "expense_category_id": "cat_f04b0af5b00a42c3a31351bad4d75f5d",
    "quickbooks_account_id": "136",
    "selected_expense_category_id": "cat_f04b0af5b00a42c3a31351bad4d75f5d",
    "selected_expense_category_name": "Plumbing"
  },
  "expense_category_id": "cat_f04b0af5b00a42c3a31351bad4d75f5d",
  "normalized_alias_key": "blue water plumbing inc",
  "quickbooks_vendor_id": "40",
  "default_expense_account": "Plumbing",
  "preliminary_vendor_name": "Blue Water Plumbing Inc",
  "missing_category_options": false,
  "preliminary_vendor_notes": "Vendor name clearly stated in the header and logo of the invoice.",
  "preliminary_vendor_confidence": "0.99"
}

Time

05/12/2026, 2:37:09 PM CDT

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

05-12-2026-050-INV-001 · Blue Water Plumbing Invoice 110463160.pdf

Payload
{
  "total": "3740.00",
  "message": "Claude extraction parsed and stored.",
  "due_date": "2025-03-20",
  "jkath_terms": "Net 30",
  "process_key": "05-12-2026-050-INV-001",
  "vendor_name": "Blue Water Plumbing",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3722",
  "invoice_date": "2025-02-18",
  "vendor_terms": "Net 30",
  "make_trace_id": "make-20260512_143650_173",
  "output_tokens": "617",
  "bill_import_id": "bill_d8011af1a80a4c97ac0d67bcaae83a27",
  "invoice_number": "110463160",
  "vendor_due_date": "2025-03-20",
  "source_file_name": "Blue Water Plumbing Invoice 110463160.pdf",
  "claude_message_id": "msg_01Akcn2EXPcDcPM9kCUzbiuX",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1
}

Time

05/12/2026, 2:37:09 PM CDT

Event

ALIAS LOOKUP COMPLETED

Message

Vendor alias lookup did not match a portal vendor.

05-12-2026-050-INV-001 · Blue Water Plumbing Invoice 110463160.pdf

Payload
{
  "found": false,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": null,
  "vendor_id": null,
  "process_key": "05-12-2026-050-INV-001",
  "vendor_name": "Blue Water Plumbing",
  "make_trace_id": "make-20260512_143650_173",
  "bill_import_id": "bill_d8011af1a80a4c97ac0d67bcaae83a27",
  "canonical_name": null,
  "category_count": 0,
  "invoice_number": "110463160",
  "category_options": [],
  "source_file_name": "Blue Water Plumbing Invoice 110463160.pdf",
  "expense_category_id": null,
  "normalized_alias_key": "blue water plumbing",
  "quickbooks_vendor_id": null,
  "default_expense_account": null,
  "missing_category_options": false
}

Time

05/12/2026, 2:37:15 PM CDT

Event

RESOLVER COMPLETED

Message

Vendor resolver matched a portal vendor.

05-12-2026-050-INV-001 · Blue Water Plumbing Invoice 110463160.pdf

Payload
{
  "reason": "The extracted vendor 'Blue Water Plumbing' is an exact match to the approved vendor 'Blue Water Plumbing', confirmed by the full company name 'Blue Water Plumbing Inc' on the invoice, matching address, phone, and email details.",
  "message": "Vendor resolver matched a portal vendor and alias was recorded.",
  "alias_id": "alias_89d34e6a1414417db643932bf46650db",
  "vendor_id": "vend_3c6ffab81af143d3a55b596f928ca6f6",
  "confidence": 0.99,
  "process_key": "05-12-2026-050-INV-001",
  "make_trace_id": "make-20260512_143650_173",
  "bill_import_id": "bill_d8011af1a80a4c97ac0d67bcaae83a27",
  "category_count": 1,
  "suggested_alias": "Blue Water Plumbing",
  "category_options": [
    {
      "name": "Plumbing",
      "notes": "Mapped from JKath historical QuickBooks export: Building Services:Plumbing (2).",
      "expense_category_id": "cat_f04b0af5b00a42c3a31351bad4d75f5d",
      "fully_qualified_name": "Building Services:Plumbing",
      "quickbooks_account_id": "136",
      "vendor_expense_category_id": "cmp1bb26b005e13pfr3kx7r2b"
    }
  ],
  "resolver_payload": {
    "reason": "The extracted vendor 'Blue Water Plumbing' is an exact match to the approved vendor 'Blue Water Plumbing', confirmed by the full company name 'Blue Water Plumbing Inc' on the invoice, matching address, phone, and email details.",
    "matched": "true",
    "confidence": "0.99",
    "suggested_alias": "Blue Water Plumbing",
    "canonical_vendor_name": "Blue Water Plumbing",
    "default_expense_account": "Subcontractors"
  },
  "source_file_name": "Blue Water Plumbing Invoice 110463160.pdf",
  "canonical_vendor_name": "Blue Water Plumbing",
  "extracted_vendor_name": "Blue Water Plumbing"
}

Time

05/12/2026, 7:37:59 PM CDT

Event

FAILED

Message

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

05-12-2026-050-INV-001 · Blue Water Plumbing Invoice 110463160.pdf

Payload
{
  "run_id": "run_e3fc33806f8c484fa47b8866e8eb3f36",
  "source": "mark_bill_import_run_failed",
  "run_key": "05-12-2026-050",
  "recorded_at": "2026-05-13T00:37:59.275103+00:00"
}