Invoice Record

05-11-2026-011-INV-003

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Missing Category Options

Vendor matched in the portal, but no assignable expense categories are configured for this vendor.

View Invoice in Dropbox

Status

Missing category options

Invoice

2028

Total

$3,674.50

Invoice data

Detected vendor: DLM Plumbing
Matched vendor: Unmatched
Matched alias: No alias
Category: Not assigned
Category method: Not selected
Invoice date: 02/18/2026
Due date: 03/20/2026
Vendor terms: Net 15
Jkath terms: Net 30
QB Transaction ID: Not created

File result

Final file: Dlm 2_MISSING-CATEGORY.pdf
Outcome: missing_category_options
Details: Vendor matched in the portal, but no assignable expense categories are configured for this vendor.

View Invoice in Dropbox

Processing Context

Invoice ID: 05-11-2026-011-INV-003
Run ID: 05-11-2026-011
Source folder: /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file: Dlm 2.pdf

Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "This is a 50% draw invoice against original bid 1510 totaling $7,349.00. The billed amount on this invoice is $3,674.50. Late fee policy: 8% applied after 30 days from billing date on unpaid balances. Ship-to address: 650 Hidden Creek Trl, Mendota Heights, MN 55118.",
  "terms": "Net 15",
  "total": 3674.5,
  "due_date": "2026-03-05",
  "shipping": 0,
  "subtotal": 3674.5,
  "confidence": {
    "total": 1,
    "vendor_name": 1,
    "invoice_date": 1,
    "project_name": 1,
    "invoice_number": 1
  },
  "line_items": [
    {
      "qty": null,
      "amount": 3674.5,
      "unit_price": null,
      "description": "Bid 1510 - 50% of original bid amount of $7349.00 for materials and services provided. Plumbing rough-in work is complete. Plumbing rough-in inspection has been completed."
    }
  ],
  "vendor_name": "DLM Plumbing",
  "invoice_date": "2026-02-18",
  "project_name": "Hidden Creek Trail",
  "invoice_number": "2028"
}

Vendor match payload

{
  "alias_lookup": {
    "found": false,
    "vendor_name": "DLM Plumbing",
    "normalized_alias_key": "dlm plumbing"
  }
}

QB payload

No payload stored.

Raw payload

{
  "run_id": "run_2c1b633e6eef4b8eb031bf67cbb833a3",
  "source": "make.com",
  "run_key": "05-11-2026-011",
  "make_trace_id": "make-20260511_103553_634",
  "source_file_name": "Dlm 2.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dlm 2.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABpXw",
  "source_dropbox_rev": "016518c734aed1100000003549f4393",
  "source_content_hash": "4c4ab31651d822534ef916053061ea71f29292a5c0f8d6561516e9e0b2ecc968",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dlm 2.pdf",
  "processing_dropbox_rev": "016518c82dc017e00000003549f4393"
}

Invoice Timeline

Time

05/11/2026

Event

FILE CLAIMED

Message

Source file claimed by Make scenario.

Payload

{
  "message": "Claimed invoice file and moved into processing.",
  "source_file_name": "Dlm 2.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dlm 2.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dlm 2.pdf"
}

Time

05/11/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-011-INV-003",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3004",
  "make_trace_id": "make-20260511_103553_634",
  "output_tokens": "383",
  "bill_import_id": "bill_f5e252992fe240ea8846f467199bd8b0",
  "source_file_name": "Dlm 2.pdf",
  "claude_message_id": "msg_017m17Vk15sbgPCSkqHvNsib"
}

Time

05/11/2026

Event

ALIAS LOOKUP COMPLETED

Message

Vendor alias lookup did not match a portal vendor.

Payload

{
  "found": false,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": null,
  "vendor_id": null,
  "process_key": "05-11-2026-011-INV-003",
  "vendor_name": "DLM Plumbing",
  "make_trace_id": "make-20260511_103553_634",
  "bill_import_id": "bill_f5e252992fe240ea8846f467199bd8b0",
  "canonical_name": null,
  "category_count": 0,
  "invoice_number": "2028",
  "category_options": [],
  "source_file_name": "Dlm 2.pdf",
  "expense_category_id": null,
  "normalized_alias_key": "dlm plumbing",
  "quickbooks_vendor_id": null,
  "default_expense_account": null,
  "missing_category_options": false
}

Time

05/11/2026

Event

FAILED

Message

Vendor matched in the portal, but no assignable expense categories are configured for this vendor.

Payload

{
  "path": "missing_category_options",
  "status": "MISSING_CATEGORY_OPTIONS",
  "details": "Vendor matched in the portal, but no assignable expense categories are configured for this vendor.",
  "message": "Vendor matched but has no assignable expense categories.",
  "outcome": "missing_category_options",
  "process_key": "05-11-2026-011-INV-003",
  "make_trace_id": "make-20260511_103553_634",
  "bill_import_id": "bill_f5e252992fe240ea8846f467199bd8b0",
  "category_count": "0",
  "final_file_name": "Dlm 2_MISSING-CATEGORY.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/04 Error/Dlm 2_MISSING-CATEGORY.pdf",
  "source_file_name": "Dlm 2.pdf",
  "matched_vendor_id": "",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/yxyuouom42ixg5fzxw6m9/Dlm-2_MISSING-CATEGORY.pdf?rlkey=p5cbco8sd7oeoiss8waf2imxa&dl=0",
  "matched_vendor_name": "",
  "quickbooks_vendor_id": ""
}