JkathBusiness Portal

Invoice Record

05-11-2026-021-INV-004

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Needs Review

Document needs human review before bill creation. Reason: legacy review rule matched the word "quote" in Claude notes, even though Claude classified this as a billable invoice. Reprocess with the updated workflow if this should create a bill.

View Invoice in Dropbox

Status

Needs review

Invoice

59918

Total

$2,383.03

Invoice data

Detected vendor
River City Glass, Inc.
Matched vendor
Unmatched
Matched alias
No alias
Category
Not assigned
Category method
Not selected
Invoice date
12/08/2025
Due date
01/07/2026
Vendor terms
Net 30
Jkath terms
Net 30
QB Transaction ID
Not created

File result

Outcome
needs_review
Details
Document needs human review before bill creation. Reason: legacy review rule matched the word "quote" in Claude notes, even though Claude classified this as a billable invoice. Reprocess with the updated workflow if this should create a bill.
View Invoice in Dropbox

Processing Context

Invoice ID
05-11-2026-021-INV-004
Run ID
05-11-2026-021
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
River City .pdf
Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Invoice date is 12/8/2025; due date calculated as 30 days from invoice date = 1/7/2026. Quote number 107843A noted. Order No listed as '5336 Lexington Ave N' which appears to be the project/job name. Lock Box 4609 and contact Jesse 612-730-3299 noted in line item description for field reference.",
  "terms": "Net 30",
  "total": 2383.03,
  "due_date": "2026-01-07",
  "shipping": 0,
  "subtotal": 2383.03,
  "confidence": {
    "total": 0.99,
    "vendor_name": 0.99,
    "invoice_date": 0.99,
    "project_name": 0.95,
    "invoice_number": 0.99
  },
  "line_items": [
    {
      "qty": 1,
      "amount": 2383.03,
      "unit_price": 2383.03,
      "description": "Lower Level - 3 pnl Clear Square - 3/8\" Clear Tempered Glass, Polished Nickel Cologne Wall Mount Hinges, Polished Nickel Double Sided Knob, Invisible Shield, Swap To Portals Hardware, 2-OCN80171.618 Hinges, Back door under deck"
    }
  ],
  "vendor_name": "River City Glass, Inc.",
  "invoice_date": "2025-12-08",
  "project_name": "5336 Lexington Ave N",
  "document_type": "invoice",
  "invoice_number": "59918",
  "is_billable_invoice": true
}

Vendor match payload

No payload stored.

QB payload

No payload stored.

Raw payload

{
  "run_id": "run_791eba24deaa42f8a8542fcab3ef5104",
  "source": "make.com",
  "run_key": "05-11-2026-021",
  "make_trace_id": "make-20260511_162932_575",
  "source_file_name": "River City .pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/River City .pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABpTg",
  "source_dropbox_rev": "01651917136693f00000003549f4393",
  "source_content_hash": "521224e6970fcceb3a28d99c6c3e73ee4642bac41c23a52173cae250c6190d6c",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/River City .pdf",
  "processing_dropbox_rev": "01651917483e7c200000003549f4393"
}

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

Time

05/11/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload
{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-021-INV-004",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3313",
  "make_trace_id": "make-20260511_162932_575",
  "output_tokens": "445",
  "bill_import_id": "bill_601183eadc584b0d8189b7c59a9f6294",
  "source_file_name": "River City .pdf",
  "claude_message_id": "msg_01LoQCBpYPLyXKyQkjsjW7iH"
}

Time

05/11/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload
{
  "path": "needs_review_non_invoice_document",
  "notes": "Invoice date is 12/8/2025; due date calculated as 30 days from invoice date = 1/7/2026. Quote number 107843A noted. Order No listed as '5336 Lexington Ave N' which appears to be the project/job name. Lock Box 4609 and contact Jesse 612-730-3299 noted in line item description for field reference.",
  "total": "2383.03",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-11-2026-021-INV-004",
  "vendor_name": "River City Glass, Inc.",
  "invoice_date": "2025-12-08",
  "document_type": "invoice",
  "make_trace_id": "make-20260511_162932_575",
  "bill_import_id": "bill_601183eadc584b0d8189b7c59a9f6294",
  "invoice_number": "59918",
  "final_file_name": "River City _REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/River City _REVIEW.pdf",
  "source_file_name": "River City .pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/River City .pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/rl77zej5mv96gpkbvqh40/River-City-_REVIEW.pdf?rlkey=qftjssr02jexre2dbppu0p3tb&dl=0",
  "is_billable_invoice": "true",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/River City .pdf"
}