JkathBusiness Portal

Invoice Record

05-09-2026-003-INV-002

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Needs Review

Document needs human review before bill creation. Reason: Invoice total is exactly $0.00, so QuickBooks transaction creation is skipped until a human confirms how to handle the zero-dollar vendor document.

Status

Needs review

Invoice

Not set

Total

Not set

Invoice data

Detected vendor
Not parsed
Matched vendor
Unmatched
Matched alias
No alias
Category
Not assigned
Category method
Not selected
Invoice date
Not set
Due date
Not set
Vendor terms
Not set
Jkath terms
Net 30
QB Transaction ID
Not created

File result

Final file
Not finalized
Outcome
needs_review
Details
Document needs human review before bill creation. Reason: Invoice total is exactly $0.00, so QuickBooks transaction creation is skipped until a human confirms how to handle the zero-dollar vendor document.

Processing Context

Invoice ID
05-09-2026-003-INV-002
Run ID
05-09-2026-003
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/01 Unprocessed
Source file
CuttingEdge_INV-15709_test.pdf
Stored payloads

Claude parse payload

No payload stored.

Vendor match payload

No payload stored.

QB payload

No payload stored.

Raw payload

{
  "run_id": "run_f163eb1686ee4fd499dcd09007d2b801",
  "source": "make.com",
  "run_key": "05-09-2026-003",
  "make_trace_id": "make-20260509_190108_830",
  "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",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABo5Q",
  "source_dropbox_rev": "016516a73654caa00000003549f4393",
  "source_content_hash": "d338493b5deebda4cb8aa3d5a93c77beebf4259d51e27e011ae4868b56ee4508",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/02 Processing/CuttingEdge_INV-15709_test.pdf",
  "processing_dropbox_rev": "016516a7e26989e00000003549f4393"
}

Invoice Timeline

Time

05/09/2026

Event

FILE CLAIMED

Message

Source file claimed by Make scenario.

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"
}