Invoice Record

05-11-2026-024-INV-003

Needs Review

Document needs human review before bill creation. Reason: legacy review rule matched the word "statement" in Claude notes, even though Claude classified this as a billable invoice. Reprocess with the updated workflow if this should create a bill.

View Invoice in Dropbox

Status

Needs review

Invoice

2501-945484

Total

$1,319.59

Invoice data

Detected vendor: Dakota County Lumber
Matched vendor: Unmatched
Matched alias: No alias
Category: Not assigned
Category method: Not selected
Invoice date: 01/15/2025
Due date: 02/14/2025
Vendor terms: Net 30
Jkath terms: Net 30
QB Transaction ID: Not created

File result

Final file: Dakota Cty Lumber 2501-945484_REVIEW.pdf
Outcome: needs_review
Details: Document needs human review before bill creation. Reason: legacy review rule matched the word "statement" in Claude notes, even though Claude classified this as a billable invoice. Reprocess with the updated workflow if this should create a bill.

View Invoice in Dropbox

Processing Context

Invoice ID: 05-11-2026-024-INV-003
Run ID: 05-11-2026-024
Source folder: /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file: Dakota Cty Lumber 2501-945484.pdf

Stored payloads

Claude parse payload

{
  "tax": 107.12,
  "notes": "Invoice date is 2025-01-15; this invoice is from 2025, not 2026. Project name inferred from ship-to label 'JKATH DESIGN/ZAWERSKI' and ship address 5503 LAKEVIEW DR, MINNEAPOLIS MN 55424. Account 534, Job 37. The delivery trip charge is included as a line item and in the subtotal, so shipping is set to 0. Terms inferred from footer: 'Due 30 days from statement.' The line items reference an internal order number 2501-945281.",
  "terms": "Net 30",
  "total": 1319.59,
  "due_date": null,
  "shipping": 0,
  "subtotal": 1212.47,
  "confidence": {
    "total": 0.99,
    "vendor_name": 0.99,
    "invoice_date": 0.99,
    "project_name": 0.85,
    "invoice_number": 0.99
  },
  "line_items": [
    {
      "qty": 7,
      "amount": 86.94,
      "unit_price": 12.42,
      "description": "2X6-12' SPF (Order 2501-945281, BAYER PO.510793AR)"
    },
    {
      "qty": 14,
      "amount": 994.28,
      "unit_price": 71.02,
      "description": "1X8X12' POPLAR S4S BOARD (Staging: Y2-4 6-BUNDLES, LD 1/14)"
    },
    {
      "qty": 3,
      "amount": 105.75,
      "unit_price": 35.25,
      "description": "3-1/4\"X9' PRIMED POPLAR CASING 178A"
    },
    {
      "qty": 1,
      "amount": 25,
      "unit_price": 25,
      "description": "DELIVERY TRIP CHARGE"
    },
    {
      "qty": null,
      "amount": 0.5,
      "unit_price": null,
      "description": "ROAD IMPROVEMENT & FOOD DEL. FEE (Adjustment)"
    }
  ],
  "vendor_name": "Dakota County Lumber",
  "invoice_date": "2025-01-15",
  "project_name": "ZAWERSKI",
  "document_type": "invoice",
  "invoice_number": "2501-945484",
  "is_billable_invoice": true
}

Vendor match payload

No payload stored.

QB payload

No payload stored.

Raw payload

{
  "run_id": "run_d10cc7748ed54fb89a7158c2865ca47b",
  "source": "make.com",
  "run_key": "05-11-2026-024",
  "make_trace_id": "make-20260511_165613_451",
  "source_file_name": "Dakota Cty Lumber 2501-945484.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dakota Cty Lumber 2501-945484.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABj3g",
  "source_dropbox_rev": "0165191d08cb77e00000003549f4393",
  "source_content_hash": "98e89c0889bfe52297aef98f169274287d6790d8f59a0df3e0156a807284d26d",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dakota Cty Lumber 2501-945484.pdf",
  "processing_dropbox_rev": "0165191d23fc2c100000003549f4393"
}

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": "Dakota Cty Lumber 2501-945484.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dakota Cty Lumber 2501-945484.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dakota Cty Lumber 2501-945484.pdf"
}

Time

05/11/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-024-INV-003",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3436",
  "make_trace_id": "make-20260511_165613_451",
  "output_tokens": "623",
  "bill_import_id": "bill_829cf2bcd8e54388811fc03418535cb8",
  "source_file_name": "Dakota Cty Lumber 2501-945484.pdf",
  "claude_message_id": "msg_01KijRRAxgFfJsCKpCzGTQLe"
}

Time

05/11/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload

{
  "path": "needs_review_non_invoice_document",
  "notes": "Invoice date is 2025-01-15; this invoice is from 2025, not 2026. Project name inferred from ship-to label 'JKATH DESIGN/ZAWERSKI' and ship address 5503 LAKEVIEW DR, MINNEAPOLIS MN 55424. Account 534, Job 37. The delivery trip charge is included as a line item and in the subtotal, so shipping is set to 0. Terms inferred from footer: 'Due 30 days from statement.' The line items reference an internal order number 2501-945281.",
  "total": "1319.59",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-11-2026-024-INV-003",
  "vendor_name": "Dakota County Lumber",
  "invoice_date": "2025-01-15",
  "document_type": "invoice",
  "make_trace_id": "make-20260511_165613_451",
  "bill_import_id": "bill_829cf2bcd8e54388811fc03418535cb8",
  "invoice_number": "2501-945484",
  "final_file_name": "Dakota Cty Lumber 2501-945484_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/Dakota Cty Lumber 2501-945484_REVIEW.pdf",
  "source_file_name": "Dakota Cty Lumber 2501-945484.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dakota Cty Lumber 2501-945484.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/fafwalux2xh8g433gpyry/Dakota-Cty-Lumber-2501-945484_REVIEW.pdf?rlkey=w42fq6ctxmnu9j5r2jkhlcyu5&dl=0",
  "is_billable_invoice": "true",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dakota Cty Lumber 2501-945484.pdf"
}