Invoice Record

05-10-2026-019-INV-002

Cutting Edge

Back to bill imports

Bill Created Successfully

QuickBooks Bill created successfully. Source file attached to the Bill.

View Bill in QB

Status

Created in QB

Invoice

15709

Total

$900.00

Invoice data

Detected vendor: Cutting Edge Inc.
Matched vendor: Cutting Edge
Matched alias: Cutting Edge Inc.
Category: Building Materials
Category method: Single assignable category
Invoice date: 02/17/2026
Due date: 03/19/2026
Vendor terms: Due upon receipt
Jkath terms: Net 30
QB Bill ID: 193

Category reason

Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.

File result

Final file: Not finalized
Outcome: processed
Details: QuickBooks Bill created successfully. Source file attached to the Bill.

View Bill in QuickBooks

Processing Context

Invoice ID: 05-10-2026-019-INV-002
Run ID: 05-10-2026-019
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

{
  "tax": 0,
  "notes": "Project address taken from the Notes section of the invoice (4432 Derrymoor Court, Rosemount, MN 55068). Billed to Miranda Jellison at Jkath Design Build. No explicit project name given; address used as project identifier. Amount paid is $0.00; full $900.00 is due.",
  "terms": "Due upon receipt",
  "total": 900,
  "due_date": "2026-02-20",
  "shipping": 0,
  "subtotal": 900,
  "confidence": {
    "total": 0.99,
    "vendor_name": 0.99,
    "invoice_date": 0.99,
    "project_name": 0.9,
    "invoice_number": 0.99
  },
  "line_items": [
    {
      "qty": 1,
      "amount": 900,
      "unit_price": 900,
      "description": "RESIDENTIAL WALLCOVERING - POWDER BATH. 4 ROLLS. 11 YARDS EACH NEEDED. Prime for paper and install. Wallpaper: https://sandbergwallpaper.com/linnea-charcoal"
    }
  ],
  "vendor_name": "Cutting Edge Inc.",
  "invoice_date": "2026-02-17",
  "project_name": "4432 Derrymoor Court, Rosemount, MN 55068",
  "invoice_number": "15709"
}

Vendor match payload

{
  "alias_lookup": {
    "found": true,
    "alias_id": "alias_833ec0f9d087464683364c79c4596767",
    "vendor_id": "vendor_f0e14f05ab56487c8d1e736810cc972f",
    "alias_name": "Cutting Edge Inc.",
    "canonical_name": "Cutting Edge",
    "category_count": 1,
    "category_options": [
      {
        "name": "Building Materials",
        "notes": null,
        "expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
        "fully_qualified_name": "Building Materials",
        "quickbooks_account_id": "1150040000",
        "vendor_expense_category_id": "vec_5b8fe8205cbb40218bafdc034cfdabf0"
      }
    ],
    "expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
    "normalized_alias_key": "cutting edge inc",
    "quickbooks_vendor_id": "29",
    "quickbooks_account_id": "1150040000",
    "default_expense_account": "Building Materials",
    "invoice_processing_notes": null
  },
  "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": "1150040000",
    "selected_expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
    "selected_expense_category_name": "Building Materials"
  }
}

QB payload

{
  "lookup": {
    "quickbooks_vendor_id": "29",
    "quickbooks_account_id": "1150040000",
    "existing_quickbooks_bill_id": "193"
  }
}

Raw payload

{
  "run_id": "run_40be9ad60f63409c9c563cc92fe6b9b6",
  "source": "make.com",
  "run_key": "05-10-2026-019",
  "make_trace_id": "make-20260510_011211_894",
  "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": "016516faba7b1c000000003549f4393",
  "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": "016516fad59235b00000003549f4393"
}

Invoice Timeline

Time

05/10/2026

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"
}

Time

05/10/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-10-2026-019-INV-002",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3030",
  "make_trace_id": "make-20260510_011211_894",
  "output_tokens": "397",
  "bill_import_id": "bill_a364696cada84bdd98b22756f6f9c291",
  "source_file_name": "CuttingEdge_INV-15709_test.pdf",
  "claude_message_id": "msg_01KX7JHuUegbKhGpMNFy9PZ4"
}

Time

05/10/2026

Event

ALIAS LOOKUP COMPLETED

Message

Vendor alias lookup matched a portal vendor.

Payload

{
  "found": true,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": "alias_833ec0f9d087464683364c79c4596767",
  "vendor_id": "vendor_f0e14f05ab56487c8d1e736810cc972f",
  "process_key": "05-10-2026-019-INV-002",
  "vendor_name": "Cutting Edge Inc.",
  "make_trace_id": "make-20260510_011211_894",
  "bill_import_id": "bill_a364696cada84bdd98b22756f6f9c291",
  "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": "1150040000",
      "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": "1150040000",
    "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": "29",
  "default_expense_account": "Building Materials"
}

Time

05/10/2026

Event

QB LOOKUP COMPLETED

Message

QuickBooks vendor, account, and duplicate bill lookup completed.

Payload

{
  "path": "single_category_direct",
  "message": "QuickBooks lookup completed before create-or-duplicate routing.",
  "process_key": "05-10-2026-019-INV-002",
  "vendor_name": "Cutting Edge",
  "make_trace_id": "make-20260510_011211_894",
  "bill_import_id": "bill_a364696cada84bdd98b22756f6f9c291",
  "invoice_number": "15709",
  "source_file_name": "CuttingEdge_INV-15709_test.pdf",
  "quickbooks_vendor_id": "29",
  "quickbooks_account_id": "1150040000",
  "existing_quickbooks_bill_id": "193"
}