Invoice Record

05-11-2026-023-INV-012

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

900241

Total

$4,490.00

Invoice data

Detected vendor: Jeremy Wengstad Construction
Matched vendor: Unmatched
Matched alias: No alias
Category: Not assigned
Category method: Not selected
Invoice date: 01/06/2025
Due date: 02/05/2025
Vendor terms: Not set
Jkath terms: Net 30
QB Transaction ID: Not created

File result

Final file: Jeremy - Lakeview - Carpentry 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-012
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 - Lakeview - Carpentry Labor.pdf

Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Document is a statement, not a standard unpaid vendor invoice; routed for human review before creating a QuickBooks bill. Vendor name handwritten and partially legible — read as 'Jeremy Wenstad Const' which is interpreted as Jeremy Wengstad Construction. Date reads '1/6/25'; given the processing year is 2026 this could be January 6, 2025 or January 6, 2026 — the final digit appears to be '5' rather than '6', so 2025 is returned, but confidence is lowered due to ambiguity in the handwritten year. Statement number 900241 appears printed in top-right corner. Total amount $4,490 is the sum of Lakeview ($3,945) and Materials ($545).",
  "terms": null,
  "total": 4490,
  "due_date": null,
  "shipping": 0,
  "subtotal": 4490,
  "confidence": {
    "total": 0.92,
    "vendor_name": 0.82,
    "invoice_date": 0.6,
    "project_name": 0.9,
    "invoice_number": 0.9
  },
  "line_items": [
    {
      "qty": null,
      "amount": 3945,
      "unit_price": null,
      "description": "Lakeview"
    },
    {
      "qty": null,
      "amount": 545,
      "unit_price": null,
      "description": "Materials"
    }
  ],
  "vendor_name": "Jeremy Wengstad Construction",
  "invoice_date": "2025-01-06",
  "project_name": "Lakeview",
  "document_type": "statement",
  "invoice_number": "900241",
  "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 - Lakeview - Carpentry Labor.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy - Lakeview - Carpentry Labor.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABkCQ",
  "source_dropbox_rev": "0165191be0c2fe700000003549f4393",
  "source_content_hash": "50ef3316710bbdcd1f10069884b0a0db212ff3a5e9c92f6bcb2b9118aabac82e",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy - Lakeview - Carpentry Labor.pdf",
  "processing_dropbox_rev": "0165191c79c55ed00000003549f4393"
}

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 - Lakeview - Carpentry Labor.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy - Lakeview - Carpentry Labor.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy - Lakeview - Carpentry 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-012",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "2913",
  "make_trace_id": "make-20260511_165110_210",
  "output_tokens": "451",
  "bill_import_id": "bill_1187280c41b84e6597bb8750a23b7788",
  "source_file_name": "Jeremy - Lakeview - Carpentry Labor.pdf",
  "claude_message_id": "msg_01Wngrx42s7KFfhZd2ktrgi4"
}

Time

05/11/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload

{
  "path": "needs_review_non_invoice_document",
  "notes": "Document is a statement, not a standard unpaid vendor invoice; routed for human review before creating a QuickBooks bill. Vendor name handwritten and partially legible — read as 'Jeremy Wenstad Const' which is interpreted as Jeremy Wengstad Construction. Date reads '1/6/25'; given the processing year is 2026 this could be January 6, 2025 or January 6, 2026 — the final digit appears to be '5' rather than '6', so 2025 is returned, but confidence is lowered due to ambiguity in the handwritten year. Statement number 900241 appears printed in top-right corner. Total amount $4,490 is the sum of Lakeview ($3,945) and Materials ($545).",
  "total": "4490",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-11-2026-023-INV-012",
  "vendor_name": "Jeremy Wengstad Construction",
  "invoice_date": "2025-01-06",
  "document_type": "statement",
  "make_trace_id": "make-20260511_165110_210",
  "bill_import_id": "bill_1187280c41b84e6597bb8750a23b7788",
  "invoice_number": "900241",
  "final_file_name": "Jeremy - Lakeview - Carpentry Labor_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/Jeremy - Lakeview - Carpentry Labor_REVIEW.pdf",
  "source_file_name": "Jeremy - Lakeview - Carpentry Labor.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy - Lakeview - Carpentry Labor.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/neui34rhhywdykn0myva2/Jeremy-Lakeview-Carpentry-Labor_REVIEW.pdf?rlkey=7i3acxgzgntwal5jy38rnwfhd&dl=0",
  "is_billable_invoice": "false",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy - Lakeview - Carpentry Labor.pdf"
}