JkathBusiness Portal

Invoice Record

05-11-2026-023-INV-015

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Validation Error

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

Status

Validation error

Invoice

47054-00

Total

$243.99

Invoice data

Detected vendor
Industrial Lumber & Plywood
Matched vendor
Unmatched
Matched alias
No alias
Category
Not assigned
Category method
Not selected
Invoice date
01/08/2025
Due date
02/07/2025
Vendor terms
1% 10 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-015
Run ID
05-11-2026-023
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
Industrial Lumber Invoice_47054-00.pdf
Stored payloads

Claude parse payload

{
  "tax": 20.2,
  "notes": "Invoice date is 2025-01-08, which predates the 2026 processing year. This appears to be a 2025 invoice processed in a 2026 batch; date is clearly printed so no ambiguity. PO# is 'YORK' which may correspond to a project or job name but is not explicitly labeled as such. A cash discount of $2.24 applies if paid within terms (1% 10 Net 30).",
  "terms": "1% 10 Net 30",
  "total": 243.99,
  "due_date": "2025-02-07",
  "shipping": 0,
  "subtotal": 223.79,
  "confidence": {
    "total": 1,
    "vendor_name": 1,
    "invoice_date": 1,
    "project_name": 0,
    "invoice_number": 1
  },
  "line_items": [
    {
      "qty": 23,
      "amount": 223.79,
      "unit_price": 9.73,
      "description": "Oak White Rift 4/4 S&B 6'-8' H&M"
    }
  ],
  "vendor_name": "Industrial Lumber & Plywood",
  "invoice_date": "2025-01-08",
  "project_name": null,
  "document_type": "invoice",
  "invoice_number": "47054-00",
  "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": "Industrial Lumber Invoice_47054-00.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Industrial Lumber Invoice_47054-00.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABj-Q",
  "source_dropbox_rev": "0165191be11499500000003549f4393",
  "source_content_hash": "fbf97a956c8c69291dd69f3986d6e7e8c3b21f8b9aa42e9f4c109f84c05286d9",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Industrial Lumber Invoice_47054-00.pdf",
  "processing_dropbox_rev": "0165191ca1bfd7f00000003549f4393"
}

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": "Industrial Lumber Invoice_47054-00.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Industrial Lumber Invoice_47054-00.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Industrial Lumber Invoice_47054-00.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-015",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3262",
  "make_trace_id": "make-20260511_165110_210",
  "output_tokens": "387",
  "bill_import_id": "bill_fe9ff393ae6b46e58e775afba6a7651f",
  "source_file_name": "Industrial Lumber Invoice_47054-00.pdf",
  "claude_message_id": "msg_01GJ3b84DM7SYwY9sqG7b3Pa"
}

Time

05/11/2026

Event

VALIDATION FAILED

Message

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

Payload
{
  "total": "243.99",
  "message": "Validation failed; moved file to error folder.",
  "process_key": "05-11-2026-023-INV-015",
  "vendor_name": "Industrial Lumber & Plywood",
  "invoice_date": "2025-01-08",
  "make_trace_id": "make-20260511_165110_210",
  "bill_import_id": "bill_fe9ff393ae6b46e58e775afba6a7651f",
  "invoice_number": "47054-00",
  "final_file_name": "Industrial Lumber Invoice_47054-00_VALIDATION-FAILED.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/04 Error/Industrial Lumber Invoice_47054-00_VALIDATION-FAILED.pdf",
  "source_file_name": "Industrial Lumber Invoice_47054-00.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Industrial Lumber Invoice_47054-00.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/7hy1eyfadh46i93z4qw40/Industrial-Lumber-Invoice_47054-00_VALIDATION-FAILED.pdf?rlkey=iz65wr8ntg0ctr9544fl43dv9&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/Industrial Lumber Invoice_47054-00.pdf"
}