JkathBusiness Portal

Invoice Record

05-11-2026-023-INV-005

Back to run

Validation Error

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

Status

Validation error

Invoice

267881

Total

$11,039.84

Invoice data

Detected vendor
Pella Northland
Matched vendor
Unmatched
Matched alias
No alias
Category
Not assigned
Category method
Not selected
Invoice date
11/18/2024
Due date
12/18/2024
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
05-11-2026-023-INV-005
Run ID
05-11-2026-023
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
Pella INV267881 - JKath.pdf
Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Invoice total is $13,681.94 but a credit of $2,642.10 was applied, resulting in a Net Amount Due of $11,039.84, which is used as 'total'. No deposit was applied. Taxable subtotal is $11,779.45; non-taxable subtotal is $1,902.49; sales tax is $0.00. Individual line item unit prices and extended prices are not shown on the invoice pages provided, so line item amounts are set to 0. The project name is partially truncated as '2258 Saint Clair Ave - Pe' on the invoice; full address is 2258 Saint Clair Ave, Saint Paul, MN 55105-1154. Vendor branch location is Pella Northland at 9100 Wyoming Ave N, Brooklyn Park, MN 55445. Contract Number: 004RX4T06; Load Number: 111524006; Sales Rep: Hager, Cameron.",
  "terms": "Net 30",
  "total": 11039.84,
  "due_date": "2024-12-18",
  "shipping": 0,
  "subtotal": 13681.94,
  "confidence": {
    "total": 0.97,
    "vendor_name": 0.99,
    "invoice_date": 0.99,
    "project_name": 0.95,
    "invoice_number": 0.99
  },
  "line_items": [
    {
      "qty": 1,
      "amount": 0,
      "unit_price": null,
      "description": "ADDPRTMINM03007 - Lead Testing - Trade"
    },
    {
      "qty": 1,
      "amount": 0,
      "unit_price": null,
      "description": "Lifestyle, Quad Sliding Door, Contemporary, Fixed / Vent Left / Vent Right / Fixed, 140.125 X 95.5"
    },
    {
      "qty": 1,
      "amount": 0,
      "unit_price": null,
      "description": "05930025 - Pella Ambrose Sliding Door Handle Set, XO, Satin Brass"
    },
    {
      "qty": 1,
      "amount": 0,
      "unit_price": null,
      "description": "05940013 - Pella Ambrose Sliding Door Joining Handle, OX, Satin Brass"
    },
    {
      "qty": 3,
      "amount": 0,
      "unit_price": null,
      "description": "Wood Products Lattice 2, Length: 144, Provincial Stain. Wood Type: Pine"
    },
    {
      "qty": 1,
      "amount": 0,
      "unit_price": null,
      "description": "Lifestyle, Casement Right, 19.5 X 34, Without HGP, Tan"
    },
    {
      "qty": 1,
      "amount": 0,
      "unit_price": null,
      "description": "Lifestyle, Sash Set, Fixed, 37.25 X 48, Without HGP, Tan"
    },
    {
      "qty": 1,
      "amount": 0,
      "unit_price": null,
      "description": "Lifestyle, Awning, Vent, 45 X 34.5, Without HGP, Tan"
    },
    {
      "qty": 3,
      "amount": 0,
      "unit_price": null,
      "description": "01HP0000 - Pella Great Stuff Pro Gun Foam"
    },
    {
      "qty": 1,
      "amount": 0,
      "unit_price": null,
      "description": "01HM0000 - Pella 3\" Pella Installation Tape, 150 ft"
    },
    {
      "qty": 1,
      "amount": 0,
      "unit_price": null,
      "description": "01HM0001 - Pella 3\" Pella Installation Tape, 50 ft"
    },
    {
      "qty": 4,
      "amount": 0,
      "unit_price": null,
      "description": "Installation Sealant, Tan"
    },
    {
      "qty": 1,
      "amount": 0,
      "unit_price": null,
      "description": "Installation Sealant, Translucent"
    },
    {
      "qty": 2,
      "amount": 0,
      "unit_price": null,
      "description": "Head Drip Flashing, Length: 192, Tan"
    }
  ],
  "vendor_name": "Pella Northland",
  "invoice_date": "2024-11-18",
  "project_name": "2258 Saint Clair Ave - Pe",
  "document_type": "invoice",
  "invoice_number": "267881",
  "is_billable_invoice": true
}

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": "Pella INV267881 - JKath.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Pella INV267881 - JKath.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABj_w",
  "source_dropbox_rev": "0165191bdfd7f5700000003549f4393",
  "source_content_hash": "6421aec98521fb93b2a90865669e7a5d8e9f36159c9f660e5221149bc2e420f2",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Pella INV267881 - JKath.pdf",
  "processing_dropbox_rev": "0165191c1af045300000003549f4393"
}

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": "Pella INV267881 - JKath.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Pella INV267881 - JKath.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Pella INV267881 - JKath.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-005",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "7034",
  "make_trace_id": "make-20260511_165110_210",
  "output_tokens": "1144",
  "bill_import_id": "bill_201256feba5a423e80f5ae723e408d51",
  "source_file_name": "Pella INV267881 - JKath.pdf",
  "claude_message_id": "msg_01CiAk5GGFQAzjqbcer3JSrq"
}

Time

05/11/2026

Event

VALIDATION FAILED

Message

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

Payload
{
  "total": "11039.84",
  "message": "Validation failed; moved file to error folder.",
  "process_key": "05-11-2026-023-INV-005",
  "vendor_name": "Pella Northland",
  "invoice_date": "2024-11-18",
  "make_trace_id": "make-20260511_165110_210",
  "bill_import_id": "bill_201256feba5a423e80f5ae723e408d51",
  "invoice_number": "267881",
  "final_file_name": "Pella INV267881 - JKath_VALIDATION-FAILED.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/04 Error/Pella INV267881 - JKath_VALIDATION-FAILED.pdf",
  "source_file_name": "Pella INV267881 - JKath.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Pella INV267881 - JKath.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/nllcamqiljobtqb38kt5i/Pella-INV267881-JKath_VALIDATION-FAILED.pdf?rlkey=ib0l1vf9ebfpjj5mjg04bf000&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/Pella INV267881 - JKath.pdf"
}