Invoice Record

05-11-2026-014-INV-001

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 Services:Painting
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: 236

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.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: 05-11-2026-014-INV-001
Run ID: 05-11-2026-014
Source folder: /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file: CuttingEdge_INV-15709.pdf

Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Project address taken from the Notes field on the invoice (4432 Derrymoor Court, Rosemount, MN 55068), which appears to be the job site. Billed to Miranda Jellison at Jkath Design Build. Amount Paid is $0.00, so 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": 0.85,
    "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. 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": "Painting",
        "notes": "Mapped from JKath historical QuickBooks export: Building Services:Painting (4).",
        "expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d",
        "fully_qualified_name": "Building Services:Painting",
        "quickbooks_account_id": "134",
        "vendor_expense_category_id": "cmp1bb1ld005413pfkfkbagz8"
      }
    ],
    "expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d",
    "normalized_alias_key": "cutting edge inc",
    "quickbooks_vendor_id": "29",
    "quickbooks_account_id": "134",
    "default_expense_account": "Painting",
    "invoice_processing_notes": null,
    "missing_category_options": false
  },
  "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": "Painting",
    "expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d",
    "quickbooks_account_id": "134",
    "selected_expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d",
    "selected_expense_category_name": "Painting"
  }
}

QB payload

{
  "lookup": {
    "quickbooks_vendor_id": "29",
    "quickbooks_account_id": "134",
    "existing_quickbooks_bill_id": null
  },
  "bill_created": {
    "path": "single_category_direct",
    "total": "900",
    "doc_number": "15709",
    "vendor_ref": "29",
    "account_ref": "134",
    "quickbooks_bill_id": "236",
    "resolved_expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d"
  },
  "attachment_uploaded": {
    "path": "single_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "236"
  }
}

Raw payload

{
  "run_id": "run_3cc7b33d630f49bf9e305f1e8611ec19",
  "source": "make.com",
  "run_key": "05-11-2026-014",
  "make_trace_id": "make-20260511_113003_374",
  "source_file_name": "CuttingEdge_INV-15709.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/CuttingEdge_INV-15709.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABpJQ",
  "source_dropbox_rev": "016518d375bdc7900000003549f4393",
  "source_content_hash": "d338493b5deebda4cb8aa3d5a93c77beebf4259d51e27e011ae4868b56ee4508",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/CuttingEdge_INV-15709.pdf",
  "processing_dropbox_rev": "016518d4258ab2500000003549f4393"
}

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": "CuttingEdge_INV-15709.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/CuttingEdge_INV-15709.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/CuttingEdge_INV-15709.pdf"
}

Time

05/11/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-014-INV-001",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3030",
  "make_trace_id": "make-20260511_113003_374",
  "output_tokens": "392",
  "bill_import_id": "bill_4b5081c0eac742bcaa7af115691bd27c",
  "source_file_name": "CuttingEdge_INV-15709.pdf",
  "claude_message_id": "msg_01YDKcx27zYMbw3oM4wQvF2m"
}

Time

05/11/2026

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": "05-11-2026-014-INV-001",
  "vendor_name": "Cutting Edge Inc.",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_4b5081c0eac742bcaa7af115691bd27c",
  "canonical_name": "Cutting Edge",
  "category_count": 1,
  "invoice_number": "15709",
  "category_options": [
    {
      "name": "Painting",
      "notes": "Mapped from JKath historical QuickBooks export: Building Services:Painting (4).",
      "expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d",
      "fully_qualified_name": "Building Services:Painting",
      "quickbooks_account_id": "134",
      "vendor_expense_category_id": "cmp1bb1ld005413pfkfkbagz8"
    }
  ],
  "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": "Painting",
    "expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d",
    "quickbooks_account_id": "134",
    "selected_expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d",
    "selected_expense_category_name": "Painting"
  },
  "expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d",
  "normalized_alias_key": "cutting edge inc",
  "quickbooks_vendor_id": "29",
  "default_expense_account": "Painting",
  "missing_category_options": false
}

Time

05/11/2026

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": "05-11-2026-014-INV-001",
  "vendor_name": "Cutting Edge",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_4b5081c0eac742bcaa7af115691bd27c",
  "invoice_number": "15709",
  "source_file_name": "CuttingEdge_INV-15709.pdf",
  "quickbooks_vendor_id": "29",
  "quickbooks_account_id": "134",
  "existing_quickbooks_bill_id": null
}

Time

05/11/2026

Event

QB BILL CREATED

Message

QuickBooks Bill created.

Payload

{
  "path": "single_category_direct",
  "message": "QuickBooks Bill created from invoice import.",
  "process_key": "05-11-2026-014-INV-001",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_4b5081c0eac742bcaa7af115691bd27c",
  "source_file_name": "CuttingEdge_INV-15709.pdf",
  "quickbooks_bill_id": "236",
  "quickbooks_payload": {
    "path": "single_category_direct",
    "total": "900",
    "doc_number": "15709",
    "vendor_ref": "29",
    "account_ref": "134",
    "quickbooks_bill_id": "236"
  },
  "quickbooks_account_id": "134",
  "resolved_expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d"
}

Time

05/11/2026

Event

ATTACHMENT UPLOADED

Message

Source file attached to the QuickBooks Bill.

Payload

{
  "path": "single_category_direct",
  "message": "Source file uploaded to QuickBooks Bill.",
  "process_key": "05-11-2026-014-INV-001",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_4b5081c0eac742bcaa7af115691bd27c",
  "source_file_name": "CuttingEdge_INV-15709.pdf",
  "attachment_payload": {
    "path": "single_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "236"
  },
  "quickbooks_bill_id": "236"
}

Time

05/11/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload

{
  "path": "single_category_direct",
  "status": "CREATED_IN_QBO",
  "message": "Processed invoice file moved after QuickBooks Bill creation.",
  "outcome": "processed",
  "process_key": "05-11-2026-014-INV-001",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_4b5081c0eac742bcaa7af115691bd27c",
  "final_file_name": "CuttingEdge_INV-15709.pdf",
  "source_file_name": "CuttingEdge_INV-15709.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/qppkxne3p3o8ln281droe/CuttingEdge_INV-15709.pdf?rlkey=1b3aot9nmcrb1p85jq8ygoj75&dl=0",
  "quickbooks_bill_id": "236"
}