JkathBusiness Portal

Invoice Record

05-11-2026-022-INV-005

Back to bill imports

Needs Review

Document needs human review before bill creation. Reason: legacy review rule matched the word "bid" 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

J-7207638

Total

$4,971.00

Invoice data

Detected vendor
Horizon Electric
Matched vendor
Unmatched
Matched alias
No alias
Category
Not assigned
Category method
Not selected
Invoice date
01/02/2025
Due date
02/01/2025
Vendor terms
Not set
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 "bid" 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
05-11-2026-022-INV-005
Run ID
05-11-2026-022
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
Horizon Electric 8701 Bentwood Drive, Eden Prairie.pdf
Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Invoice date is 01/02/2025, which is prior to the 2026 processing year — this appears to be a legitimate 2025-dated invoice. The original bid dated 11/6/2024 was $7,647.00; this invoice covers only the rough-in draw of $4,971.00. Additional phases may be invoiced separately. Phase number 18008455 noted. Payment remit address: 21025 Edmonton Ave, Farmington, MN 55024.",
  "terms": null,
  "total": 4971,
  "due_date": null,
  "shipping": 0,
  "subtotal": 4971,
  "confidence": {
    "total": 0.99,
    "vendor_name": 0.99,
    "invoice_date": 0.99,
    "project_name": 0.99,
    "invoice_number": 0.99
  },
  "line_items": [
    {
      "qty": null,
      "amount": 4971,
      "unit_price": null,
      "description": "8701 Bentwood Drive, Rough in draw"
    }
  ],
  "vendor_name": "Horizon Electric",
  "invoice_date": "2025-01-02",
  "project_name": "8701 Bentwood Drive, Eden Prairie",
  "document_type": "invoice",
  "invoice_number": "J-7207638",
  "is_billable_invoice": true
}

Vendor match payload

No payload stored.

QB payload

No payload stored.

Raw payload

{
  "run_id": "run_c857eab8f14d4b83b878c4718489256e",
  "source": "make.com",
  "run_key": "05-11-2026-022",
  "make_trace_id": "make-20260511_163526_028",
  "source_file_name": "Horizon Electric 8701 Bentwood Drive, Eden Prairie.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Horizon Electric 8701 Bentwood Drive, Eden Prairie.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABj7g",
  "source_dropbox_rev": "0165191860fb05000000003549f4393",
  "source_content_hash": "0bdf24c728dae183f65571b3c126e677ee326afdaee22ea4afa25a3584f59cac",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Horizon Electric 8701 Bentwood Drive, Eden Prairie.pdf",
  "processing_dropbox_rev": "016519189a7d7e000000003549f4393"
}

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": "Horizon Electric 8701 Bentwood Drive, Eden Prairie.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Horizon Electric 8701 Bentwood Drive, Eden Prairie.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Horizon Electric 8701 Bentwood Drive, Eden Prairie.pdf"
}

Time

05/11/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload
{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-022-INV-005",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3252",
  "make_trace_id": "make-20260511_163526_028",
  "output_tokens": "380",
  "bill_import_id": "bill_e7f122d779c7455f95b7c8b6076eecda",
  "source_file_name": "Horizon Electric 8701 Bentwood Drive, Eden Prairie.pdf",
  "claude_message_id": "msg_01KgwfQGgnKxqYPxDqChVUoj"
}

Time

05/11/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload
{
  "path": "needs_review_non_invoice_document",
  "notes": "Invoice date is 01/02/2025, which is prior to the 2026 processing year — this appears to be a legitimate 2025-dated invoice. The original bid dated 11/6/2024 was $7,647.00; this invoice covers only the rough-in draw of $4,971.00. Additional phases may be invoiced separately. Phase number 18008455 noted. Payment remit address: 21025 Edmonton Ave, Farmington, MN 55024.",
  "total": "4971",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-11-2026-022-INV-005",
  "vendor_name": "Horizon Electric",
  "invoice_date": "2025-01-02",
  "document_type": "invoice",
  "make_trace_id": "make-20260511_163526_028",
  "bill_import_id": "bill_e7f122d779c7455f95b7c8b6076eecda",
  "invoice_number": "J-7207638",
  "final_file_name": "Horizon Electric 8701 Bentwood Drive, Eden Prairie_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/Horizon Electric 8701 Bentwood Drive, Eden Prairie_REVIEW.pdf",
  "source_file_name": "Horizon Electric 8701 Bentwood Drive, Eden Prairie.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Horizon Electric 8701 Bentwood Drive, Eden Prairie.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/kpy9p3zxnlyzba73yj08j/Horizon-Electric-8701-Bentwood-Drive-Eden-Prairie_REVIEW.pdf?rlkey=fx203aqd4gbmqyhp30wg4fbk7&dl=0",
  "is_billable_invoice": "true",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Horizon Electric 8701 Bentwood Drive, Eden Prairie.pdf"
}