Invoice Record

05-11-2026-023-INV-007

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

900242

Total

$4,880.00

Invoice data

Detected vendor: Jeremy Wengstad Construction
Matched vendor: Unmatched
Matched alias: No alias
Category: Not assigned
Category method: Not selected
Invoice date: 01/06/2026
Due date: 02/05/2026
Vendor terms: Not set
Jkath terms: Net 30
QB Transaction ID: Not created

File result

Final file: Jeremey - St Clair - millwork labor_REVIEW.pdf
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-007
Run ID: 05-11-2026-023
Source folder: /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file: Jeremey - St Clair - millwork labor.pdf

Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Document is a handwritten statement from Jeremy Wengstad Construction (vendor name written as 'Jeremy Wenstad Const' — likely abbreviation of Wengstad Construction). Statement number 900242 appears in top right. Date reads 1/6/26; interpreted as 2026-01-06 per batch context. Total amount shown as 4880, which equals 4505 + 275 + 100 = 4880. Line items appear to be grouped under project 'Stclair': Trim (4505), Cleaning (275), Materials (100). Document is a statement, not a standard unpaid invoice; is_billable_invoice set to false and routed for human review before creating a QuickBooks bill. OCR quality is moderate due to handwriting.",
  "terms": null,
  "total": 4880,
  "due_date": null,
  "shipping": 0,
  "subtotal": 4880,
  "confidence": {
    "total": 0.88,
    "vendor_name": 0.8,
    "invoice_date": 0.85,
    "project_name": 0.82,
    "invoice_number": 0.92
  },
  "line_items": [
    {
      "qty": null,
      "amount": 4505,
      "unit_price": null,
      "description": "Stclair Trim"
    },
    {
      "qty": null,
      "amount": 275,
      "unit_price": null,
      "description": "Cleaning"
    },
    {
      "qty": null,
      "amount": 100,
      "unit_price": null,
      "description": "Materials"
    }
  ],
  "vendor_name": "Jeremy Wengstad Construction",
  "invoice_date": "2026-01-06",
  "project_name": "Stclair",
  "document_type": "statement",
  "invoice_number": "900242",
  "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": "Jeremey - St Clair - millwork labor.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremey - St Clair - millwork labor.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABkAQ",
  "source_dropbox_rev": "0165191be022da400000003549f4393",
  "source_content_hash": "622f47c1ec8557c2a380d6c05dfdca4a57171bd46a25647107935a2366b473cd",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremey - St Clair - millwork labor.pdf",
  "processing_dropbox_rev": "0165191c3e031bc00000003549f4393"
}

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": "Jeremey - St Clair - millwork labor.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremey - St Clair - millwork labor.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremey - St Clair - millwork labor.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-007",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "2913",
  "make_trace_id": "make-20260511_165110_210",
  "output_tokens": "481",
  "bill_import_id": "bill_03799bc252a840f0bf202a0549484cee",
  "source_file_name": "Jeremey - St Clair - millwork labor.pdf",
  "claude_message_id": "msg_01GU86UoJZ3tFNMYyjDvj8jU"
}

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 from Jeremy Wengstad Construction (vendor name written as 'Jeremy Wenstad Const' — likely abbreviation of Wengstad Construction). Statement number 900242 appears in top right. Date reads 1/6/26; interpreted as 2026-01-06 per batch context. Total amount shown as 4880, which equals 4505 + 275 + 100 = 4880. Line items appear to be grouped under project 'Stclair': Trim (4505), Cleaning (275), Materials (100). Document is a statement, not a standard unpaid invoice; is_billable_invoice set to false and routed for human review before creating a QuickBooks bill. OCR quality is moderate due to handwriting.",
  "total": "4880",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-11-2026-023-INV-007",
  "vendor_name": "Jeremy Wengstad Construction",
  "invoice_date": "2026-01-06",
  "document_type": "statement",
  "make_trace_id": "make-20260511_165110_210",
  "bill_import_id": "bill_03799bc252a840f0bf202a0549484cee",
  "invoice_number": "900242",
  "final_file_name": "Jeremey - St Clair - millwork labor_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/Jeremey - St Clair - millwork labor_REVIEW.pdf",
  "source_file_name": "Jeremey - St Clair - millwork labor.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremey - St Clair - millwork labor.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/wkgztfxocm618u3dghn62/Jeremey-St-Clair-millwork-labor_REVIEW.pdf?rlkey=tnamjprlknmr3qofhfi3aio6o&dl=0",
  "is_billable_invoice": "false",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremey - St Clair - millwork labor.pdf"
}