JkathBusiness Portal

Invoice Record

05-11-2026-022-INV-007

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Validation Error

Invoice date is before the processing year. Check whether Claude read the date correctly.

Status

Validation error

Invoice

2412-944606

Total

$10,336.10

Invoice data

Detected vendor
Dakota County Lumber
Matched vendor
Unmatched
Matched alias
No alias
Category
Not assigned
Category method
Not selected
Invoice date
12/31/2024
Due date
01/30/2025
Vendor terms
Net 30
Jkath terms
Net 30
QB Transaction ID
Not created

File result

Outcome
validation_failed
Details
Invoice date is before the processing year. Check whether Claude read the date correctly.

Processing Context

Invoice ID
05-11-2026-022-INV-007
Run ID
05-11-2026-022
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
Dakota Cty Lumber 2412-944606.pdf
Stored payloads

Claude parse payload

{
  "tax": 853.5,
  "notes": "Invoice is 4 pages. Subtotal is $9,482.60; MN sales tax at 9.025% is $853.50; total billed (Charge to Acct) is $10,336.10. Delivery trip charges appear on pages 1, 2, and 3 but only the page-1 delivery charge has a stated price of $25.00; the other two delivery lines show no amount and may be included in the subtotal or waived — included only the $25.00 charged delivery in line items and set shipping to 0. Project name inferred from ship-to label 'JKATH DESIGN/ZAWERSKI' and job number 37. Account number is 534.",
  "terms": "Net 30",
  "total": 10336.1,
  "due_date": null,
  "shipping": 0,
  "subtotal": 9482.6,
  "confidence": {
    "total": 0.99,
    "vendor_name": 0.99,
    "invoice_date": 0.99,
    "project_name": 0.85,
    "invoice_number": 0.99
  },
  "line_items": [
    {
      "qty": 70,
      "amount": 165.9,
      "unit_price": 2.37,
      "description": "217A PRIMED POPLAR BASE (3/8X3-1/4) - SO943036-000 [BAYER PO# 509149HH]"
    },
    {
      "qty": 70,
      "amount": 48.3,
      "unit_price": 0.69,
      "description": "200D PRIMED POPLAR BASESHOE (7/16X3/4) - SO943036-001"
    },
    {
      "qty": 45,
      "amount": 106.65,
      "unit_price": 2.37,
      "description": "217A PRIMED POPLAR BASE (3/8X3-1/4) - SO943036-002 [BAYER BUILT PO# 509284AT]"
    },
    {
      "qty": 45,
      "amount": 31.05,
      "unit_price": 0.69,
      "description": "200D PRIMED POPLAR BASESHOE (7/16X3/4) - SO943036-003"
    },
    {
      "qty": 1,
      "amount": 25,
      "unit_price": 25,
      "description": "DELIVERY TRIP CHARGE"
    },
    {
      "qty": 2,
      "amount": 62.5,
      "unit_price": 31.25,
      "description": "178A PRIMED POPLAR CASING-8' (9/16X3-1/4) - SO943031-000 [BAYER PO# 509145HH]"
    },
    {
      "qty": 3,
      "amount": 105.45,
      "unit_price": 35.15,
      "description": "178A PRIMED POPLAR CASING-9' (9/16X3-1/4) - SO943031-001"
    },
    {
      "qty": 2,
      "amount": 93.74,
      "unit_price": 46.87,
      "description": "178A PRIMED POPLAR CASING-12' (9/16X3-1/4) - SO943031-002"
    },
    {
      "qty": 1,
      "amount": 50.78,
      "unit_price": 50.78,
      "description": "178A PRIMED POPLAR CASING-13' (9/16X3-1/4) - SO943031-003"
    },
    {
      "qty": 480,
      "amount": 331.2,
      "unit_price": 0.69,
      "description": "200D PRIMED POPLAR BASESHOE (7/16X3/4) - SO943031-004"
    },
    {
      "qty": 2,
      "amount": 64.8,
      "unit_price": 32.4,
      "description": "5/4X6-16' LP SMART TRIM PRIMED - 546LPP"
    },
    {
      "qty": 1,
      "amount": 8.45,
      "unit_price": 8.45,
      "description": "1-3/8\" WHITE DRIP CAP 10' - 138WDC"
    },
    {
      "qty": 1,
      "amount": 27.9,
      "unit_price": 27.9,
      "description": "4\"X75' BARRICADE ULTI-FLASH WINDOW&DOOR TAPE - WW4S"
    },
    {
      "qty": 1,
      "amount": 220.4,
      "unit_price": 220.4,
      "description": "9\"X75' TYVEK FLEX WRAP - FW"
    },
    {
      "qty": 1,
      "amount": 4,
      "unit_price": 4,
      "description": "1# 2\" EG ROOFING NAILS - 2GR1"
    },
    {
      "qty": 2,
      "amount": 15,
      "unit_price": 7.5,
      "description": "DAP 100% SILICONE CLEAR 10oz. - SC"
    },
    {
      "qty": 2,
      "amount": 16.5,
      "unit_price": 8.25,
      "description": "TITEBOND WINDOW&DOOR FOAM 12OZ. - FOAM"
    },
    {
      "qty": 2,
      "amount": 3.7,
      "unit_price": 1.85,
      "description": "COMPOSITE SMART SHIMS 8\" - CSHIMS"
    },
    {
      "qty": 1,
      "amount": 2029.08,
      "unit_price": 2029.08,
      "description": "MARVIN ULTIMATE AWNING - FRAME SIZE: 69X50-1/2, STONE WHITE CLAD EXTERIOR, PAINTED WHITE INTERIOR, LOW-E2 W/ARGON, STAINLESS PERIMETER BAR, WHITE WEATHER STRIP, WHITE HARDWARE, 6-9 JAMB, NAIL FIN - SO940240-000 [MARVIN PO# 507249HH]"
    },
    {
      "qty": 1,
      "amount": 6071.7,
      "unit_price": 6071.7,
      "description": "MARVIN ELEVATE SLIDING FRENCH DOOR OXXO - FRAME SIZE: 117X95-1/2, LEFT HAND, STONE WHITE EXTERIOR, WHITE INTERIOR, TEMPERED LOW-E2 W/ARGON, STAINLESS PERIMETER BAR, WHITE HARDWARE, WHITE INTERIOR WEATHER STRIP, WHITE SCREEN, 6-9 JAMB, NAIL FIN - SO940240-001"
    },
    {
      "qty": null,
      "amount": 0.5,
      "unit_price": null,
      "description": "ROAD IMPROVEMENT & FOOD DELIVERY FEE - Adjustment"
    }
  ],
  "vendor_name": "Dakota County Lumber",
  "invoice_date": "2024-12-31",
  "project_name": "JKATH DESIGN/ZAWERSKI",
  "document_type": "invoice",
  "invoice_number": "2412-944606",
  "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": "Dakota Cty Lumber 2412-944606.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dakota Cty Lumber 2412-944606.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABj8Q",
  "source_dropbox_rev": "016519186139f2500000003549f4393",
  "source_content_hash": "ada0cf2b58de3f0fff3ffce9fa9848bd4bd6be3f1687d65345b2effa94f03611",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dakota Cty Lumber 2412-944606.pdf",
  "processing_dropbox_rev": "01651918b27cf5200000003549f4393"
}

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": "Dakota Cty Lumber 2412-944606.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dakota Cty Lumber 2412-944606.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dakota Cty Lumber 2412-944606.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-007",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "10081",
  "make_trace_id": "make-20260511_163526_028",
  "output_tokens": "1772",
  "bill_import_id": "bill_40ac7684ea9c4f6e8937430b63e79a59",
  "source_file_name": "Dakota Cty Lumber 2412-944606.pdf",
  "claude_message_id": "msg_015A3oMips9KyRFpmsvRpPnM"
}

Time

05/11/2026

Event

VALIDATION FAILED

Message

Invoice date is before the processing year. Check whether Claude read the date correctly.

Payload
{
  "total": "10336.1",
  "message": "Validation failed; moved file to error folder.",
  "process_key": "05-11-2026-022-INV-007",
  "vendor_name": "Dakota County Lumber",
  "invoice_date": "2024-12-31",
  "make_trace_id": "make-20260511_163526_028",
  "bill_import_id": "bill_40ac7684ea9c4f6e8937430b63e79a59",
  "invoice_number": "2412-944606",
  "final_file_name": "Dakota Cty Lumber 2412-944606_VALIDATION-FAILED.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/04 Error/Dakota Cty Lumber 2412-944606_VALIDATION-FAILED.pdf",
  "source_file_name": "Dakota Cty Lumber 2412-944606.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dakota Cty Lumber 2412-944606.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/l5jxnm3ab34rxfewrkcga/Dakota-Cty-Lumber-2412-944606_VALIDATION-FAILED.pdf?rlkey=2rgwddzxic068zbgpt7khra9e&dl=0",
  "validation_details": "Invoice date is before the processing year. Check whether Claude read the date correctly.",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dakota Cty Lumber 2412-944606.pdf"
}