JkathBusiness Portal

Invoice Record

05-11-2026-023-INV-004

Back to bill imports

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

Not set

Total

$8,740.00

Invoice data

Detected vendor
Jeremy Wenstad Construction
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-004
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 - Bentwood - Framing carpentry.pdf
Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Document is a handwritten statement (Adams DC5812 form), not a standard unpaid vendor invoice; is_billable_invoice set to false and routed for human review. Vendor name is handwritten and reads 'Jeremy Wenstad Const' — likely 'Jeremy Wengstad Construction' based on known vendor pattern; confidence lowered accordingly. Date reads '1/6/25' — in a 2026 batch context this could be 2025-01-06 or 2026-01-06; the final digit appears to be '5' not '6', so 2025-01-06 is returned, but human review is recommended. The 'TO' field references a recipient that appears to be 'J Kath' with a partially illegible prefix (possibly a company name scribbled in red). Reference number '300240' appears in top-right corner and may serve as a statement or document number. Line items for Framing, Concrete, and Patch Floors are grouped under the Bentwood project heading. Total of 6955 + 1335 + 450 = 8740 matches stated total amount.",
  "terms": null,
  "total": 8740,
  "due_date": null,
  "shipping": 0,
  "subtotal": 8740,
  "confidence": {
    "total": 0.92,
    "vendor_name": 0.75,
    "invoice_date": 0.7,
    "project_name": 0.85,
    "invoice_number": 0
  },
  "line_items": [
    {
      "qty": null,
      "amount": 6955,
      "unit_price": null,
      "description": "Framing, Concrete, Patch Floors"
    },
    {
      "qty": null,
      "amount": 1335,
      "unit_price": null,
      "description": "Materials"
    },
    {
      "qty": null,
      "amount": 450,
      "unit_price": null,
      "description": "Lift for Beam"
    }
  ],
  "vendor_name": "Jeremy Wenstad Construction",
  "invoice_date": "2025-01-06",
  "project_name": "Bentwood",
  "document_type": "statement",
  "invoice_number": null,
  "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 - Bentwood - Framing carpentry.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy - Bentwood - Framing carpentry.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABj_g",
  "source_dropbox_rev": "0165191bdfb684a00000003549f4393",
  "source_content_hash": "91ecfedd7ff4ac20c8ee34a8d70b1aacdb17d660dff1bc590c92c984345b6526",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy - Bentwood - Framing carpentry.pdf",
  "processing_dropbox_rev": "0165191c0d3605f00000003549f4393"
}

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 - Bentwood - Framing carpentry.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy - Bentwood - Framing carpentry.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy - Bentwood - Framing carpentry.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-004",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "2913",
  "make_trace_id": "make-20260511_165110_210",
  "output_tokens": "565",
  "bill_import_id": "bill_27a2495ad2a84cb88571a49e1d92709c",
  "source_file_name": "Jeremy - Bentwood - Framing carpentry.pdf",
  "claude_message_id": "msg_01EPbdEEwTRipJSWzP1sAwWg"
}

Time

05/11/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload
{
  "path": "needs_review_non_invoice_document",
  "notes": "Document is a handwritten statement (Adams DC5812 form), not a standard unpaid vendor invoice; is_billable_invoice set to false and routed for human review. Vendor name is handwritten and reads 'Jeremy Wenstad Const' — likely 'Jeremy Wengstad Construction' based on known vendor pattern; confidence lowered accordingly. Date reads '1/6/25' — in a 2026 batch context this could be 2025-01-06 or 2026-01-06; the final digit appears to be '5' not '6', so 2025-01-06 is returned, but human review is recommended. The 'TO' field references a recipient that appears to be 'J Kath' with a partially illegible prefix (possibly a company name scribbled in red). Reference number '300240' appears in top-right corner and may serve as a statement or document number. Line items for Framing, Concrete, and Patch Floors are grouped under the Bentwood project heading. Total of 6955 + 1335 + 450 = 8740 matches stated total amount.",
  "total": "8740",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-11-2026-023-INV-004",
  "vendor_name": "Jeremy Wenstad Construction",
  "invoice_date": "2025-01-06",
  "document_type": "statement",
  "make_trace_id": "make-20260511_165110_210",
  "bill_import_id": "bill_27a2495ad2a84cb88571a49e1d92709c",
  "invoice_number": "",
  "final_file_name": "Jeremy - Bentwood - Framing carpentry_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/Jeremy - Bentwood - Framing carpentry_REVIEW.pdf",
  "source_file_name": "Jeremy - Bentwood - Framing carpentry.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy - Bentwood - Framing carpentry.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/d48od8sd76kavadw7b9zj/Jeremy-Bentwood-Framing-carpentry_REVIEW.pdf?rlkey=kpl2hf27ndrqzxi8o14k1u8s8&dl=0",
  "is_billable_invoice": "false",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy - Bentwood - Framing carpentry.pdf"
}