Invoice Record

05-11-2026-003-INV-002

Cutting Edge

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Bill Created Successfully

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

View Bill in QB View Invoice in Dropbox

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: 213

Category reason

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

File result

Final file: CuttingEdge_INV-15709_DUPLICATE-BILL.pdf
Outcome: processed
Details: QuickBooks Bill created successfully. Source file attached to the Bill.

View Bill in QuickBooks View Invoice in Dropbox

Processing Context

Invoice ID: 05-11-2026-003-INV-002
Run ID: 05-11-2026-003
Source folder: /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/01 Unprocessed
Source file: CuttingEdge_INV-15709.pdf

Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Project address (4432 Derrymoor Court, Rosemount, MN 55068) is listed in the Notes field of the invoice, not explicitly labeled as a project name. Billed to Miranda Jellison at Jkath Design Build. Wallpaper product referenced is Sandberg Wallpaper Linnea Charcoal. 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": 1,
    "vendor_name": 1,
    "invoice_date": 1,
    "project_name": 0.85,
    "invoice_number": 1
  },
  "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. (Sandberg Wallpaper - 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": "213"
  },
  "duplicate_bill": {
    "path": "single_category_direct_duplicate",
    "invoice_number": "15709",
    "existing_quickbooks_bill_id": "213"
  }
}

Raw payload

{
  "run_id": "run_f4a5cb0773a04061b087a5871019f3da",
  "source": "make.com",
  "run_key": "05-11-2026-003",
  "make_trace_id": "make-20260510_204708_970",
  "source_file_name": "CuttingEdge_INV-15709.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/01 Unprocessed/CuttingEdge_INV-15709.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABo5Q",
  "source_dropbox_rev": "016518014d35e9900000003549f4393",
  "source_content_hash": "d338493b5deebda4cb8aa3d5a93c77beebf4259d51e27e011ae4868b56ee4508",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/02 Processing/CuttingEdge_INV-15709.pdf",
  "processing_dropbox_rev": "01651801769028000000003549f4393"
}

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.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/01 Unprocessed/CuttingEdge_INV-15709.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/02 Processing/CuttingEdge_INV-15709.pdf"
}

Time

05/10/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-003-INV-002",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3030",
  "make_trace_id": "make-20260510_204708_970",
  "output_tokens": "407",
  "bill_import_id": "bill_b0b0b9211d384c998b4054dd0f4df3e5",
  "source_file_name": "CuttingEdge_INV-15709.pdf",
  "claude_message_id": "msg_016vqQUYrJCqpteKaFwT8XHQ"
}

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": "05-11-2026-003-INV-002",
  "vendor_name": "Cutting Edge Inc.",
  "make_trace_id": "make-20260510_204708_970",
  "bill_import_id": "bill_b0b0b9211d384c998b4054dd0f4df3e5",
  "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.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": "05-11-2026-003-INV-002",
  "vendor_name": "Cutting Edge",
  "make_trace_id": "make-20260510_204708_970",
  "bill_import_id": "bill_b0b0b9211d384c998b4054dd0f4df3e5",
  "invoice_number": "15709",
  "source_file_name": "CuttingEdge_INV-15709.pdf",
  "quickbooks_vendor_id": "29",
  "quickbooks_account_id": "1150040000",
  "existing_quickbooks_bill_id": "213"
}

Time

05/10/2026

Event

DUPLICATE FOUND

Message

Duplicate QuickBooks Bill found.

Payload

{
  "path": "single_category_direct_duplicate",
  "message": "Duplicate QuickBooks Bill found; no new Bill was created.",
  "process_key": "05-11-2026-003-INV-002",
  "make_trace_id": "make-20260510_204708_970",
  "bill_import_id": "bill_b0b0b9211d384c998b4054dd0f4df3e5",
  "final_file_name": "CuttingEdge_INV-15709_DUPLICATE-BILL.pdf",
  "source_file_name": "CuttingEdge_INV-15709.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/ezw9afv8xbi2n6cgagqp5/CuttingEdge_INV-15709_DUPLICATE-BILL.pdf?rlkey=8txic5otduc8mjz77lupjcmi1&dl=0",
  "quickbooks_payload": {
    "path": "single_category_direct_duplicate",
    "invoice_number": "15709",
    "existing_quickbooks_bill_id": "213"
  },
  "existing_quickbooks_bill_id": "213"
}