JkathBusiness Portal

Invoice Record

05-11-2026-023-INV-002

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Needs Review

Document needs human review before bill creation. Reason: Claude classified the document type as statement, not a standard vendor invoice.

View Invoice in Dropbox

Status

Needs review

Invoice

900243

Total

$255.00

Invoice data

Detected vendor
Jeremy Wensted Const
Matched vendor
Unmatched
Matched alias
No alias
Category
Not assigned
Category method
Not selected
Invoice date
01/06/2025
Due date
02/05/2025
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: Claude classified the document type as statement, not a standard vendor invoice.
View Invoice in Dropbox

Processing Context

Invoice ID
05-11-2026-023-INV-002
Run ID
05-11-2026-023
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
Jeremy - Tower St.pdf
Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Document is classified as a statement, not a standard unpaid vendor invoice; set is_billable_invoice to false and routing to human review. Vendor name is handwritten and may be 'Wengstad' or 'Wensted' — OCR quality is limited. Date reads '1/6/25' which could be 2025 or 2026; given the 2026 batch context and the handwritten style typical of Jeremy Wengstad Construction statements, the year is ambiguous — returned as 2025 but human should verify. The statement number 900243 in the top-right corner is used as invoice_number. Total amount of 255 appears in the line item column with no explicit total field filled in.",
  "terms": null,
  "total": 255,
  "due_date": null,
  "shipping": 0,
  "subtotal": 255,
  "confidence": {
    "total": 0.85,
    "vendor_name": 0.7,
    "invoice_date": 0.6,
    "project_name": 0.85,
    "invoice_number": 0.85
  },
  "line_items": [
    {
      "qty": null,
      "amount": 255,
      "unit_price": null,
      "description": "Tower Street - Wine Room Door"
    }
  ],
  "vendor_name": "Jeremy Wensted Const",
  "invoice_date": "2025-01-06",
  "project_name": "Tower Street",
  "document_type": "statement",
  "invoice_number": "900243",
  "is_billable_invoice": false
}

Vendor match payload

No payload stored.

QB payload

No payload stored.

Raw payload

{
  "run_id": "run_0e81e976cbac4cff8dc11d31ea209c65",
  "source": "make.com",
  "run_key": "05-11-2026-023",
  "make_trace_id": "make-20260511_165110_210",
  "source_file_name": "Jeremy - Tower St.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy - Tower St.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABj_A",
  "source_dropbox_rev": "0165191bdf6e28f00000003549f4393",
  "source_content_hash": "4a80611e3adde4060b5773b22ddecd59ebf1949eca890065d1a42bf22e828728",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy - Tower St.pdf",
  "processing_dropbox_rev": "0165191bf50b94700000003549f4393"
}

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

Time

05/11/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload
{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-023-INV-002",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "2913",
  "make_trace_id": "make-20260511_165110_210",
  "output_tokens": "406",
  "bill_import_id": "bill_43af44cbdd094ff9b3c37379f0e43bdf",
  "source_file_name": "Jeremy - Tower St.pdf",
  "claude_message_id": "msg_01CkFjhQ4sDhGjBcgYunCWDk"
}

Time

05/11/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload
{
  "path": "needs_review_non_invoice_document",
  "notes": "Document is classified as a statement, not a standard unpaid vendor invoice; set is_billable_invoice to false and routing to human review. Vendor name is handwritten and may be 'Wengstad' or 'Wensted' — OCR quality is limited. Date reads '1/6/25' which could be 2025 or 2026; given the 2026 batch context and the handwritten style typical of Jeremy Wengstad Construction statements, the year is ambiguous — returned as 2025 but human should verify. The statement number 900243 in the top-right corner is used as invoice_number. Total amount of 255 appears in the line item column with no explicit total field filled in.",
  "total": "255",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-11-2026-023-INV-002",
  "vendor_name": "Jeremy Wensted Const",
  "invoice_date": "2025-01-06",
  "document_type": "statement",
  "make_trace_id": "make-20260511_165110_210",
  "bill_import_id": "bill_43af44cbdd094ff9b3c37379f0e43bdf",
  "invoice_number": "900243",
  "final_file_name": "Jeremy - Tower St_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/Jeremy - Tower St_REVIEW.pdf",
  "source_file_name": "Jeremy - Tower St.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy - Tower St.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/xv57y6uynyef2i4iieiy6/Jeremy-Tower-St_REVIEW.pdf?rlkey=uyzspc5vh1hs4s33lmpeskr6q&dl=0",
  "is_billable_invoice": "false",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy - Tower St.pdf"
}