JkathBusiness Portal

Invoice Record

05-11-2026-025-INV-002

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Validation Error

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

Status

Validation error

Invoice

INV-103979

Total

$11,518.25

Invoice data

Detected vendor
Granite-Tops
Matched vendor
Unmatched
Matched alias
No alias
Category
Not assigned
Category method
Not selected
Invoice date
01/21/2025
Due date
02/20/2025
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
05-11-2026-025-INV-002
Run ID
05-11-2026-025
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
INV 103979.pdf
Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Invoice date is 1/21/2025, which is prior to the 2026 processing year. This appears to be a legitimate 2025-dated invoice; no date ambiguity detected. The 'Vanity Subtotal' line on page 1 shows 11,208.25 which appears to be a running kitchen+vanity subtotal rather than a vanity-only subtotal. Line items with $0.00 amounts (1/8\" Round Edge entries) were excluded from line_items. Delivery/fuel surcharge line items are included in line_items and in the subtotal; shipping field set to 0 to avoid double-counting.",
  "terms": "Net 30",
  "total": 11518.25,
  "due_date": "2025-02-20",
  "shipping": 0,
  "subtotal": 11518.25,
  "confidence": {
    "total": 0.99,
    "vendor_name": 0.99,
    "invoice_date": 0.99,
    "project_name": 0.99,
    "invoice_number": 0.99
  },
  "line_items": [
    {
      "qty": null,
      "amount": 2209.5,
      "unit_price": null,
      "description": "KITCHEN PERIMETER - Quartzite Countertops: Bianco Superiore (3cm) Honed"
    },
    {
      "qty": null,
      "amount": 2700.5,
      "unit_price": null,
      "description": "KITCHEN PERIMETER - 3cm thick Full Height Back Splash"
    },
    {
      "qty": null,
      "amount": 4050.75,
      "unit_price": null,
      "description": "KITCHEN ISLAND - Natural Stone Countertops (3cm): Bianco Superiore Honed Quartzite"
    },
    {
      "qty": null,
      "amount": 200,
      "unit_price": null,
      "description": "KITCHEN ISLAND - Undermount Sink Finishing (Does not include sink)"
    },
    {
      "qty": null,
      "amount": 1473,
      "unit_price": null,
      "description": "DRY BAR COUNTERTOP - Natural Stone Countertops (3cm): Bianco Superiore Honed Quartzite"
    },
    {
      "qty": null,
      "amount": 372,
      "unit_price": null,
      "description": "POWDER BATH VANITY - Natural Stone Countertops (3cm): Bianco Superiore Honed Quartzite"
    },
    {
      "qty": null,
      "amount": 150,
      "unit_price": null,
      "description": "POWDER BATH VANITY - Undermount Sink Finishing (Does not include sink)"
    },
    {
      "qty": null,
      "amount": 52.5,
      "unit_price": null,
      "description": "POWDER BATH VANITY - 3cm thick Up to 3\" Back Splash (Back only)"
    },
    {
      "qty": null,
      "amount": 125,
      "unit_price": null,
      "description": "Field Measure and Delivery: Includes initial field measure and install"
    },
    {
      "qty": null,
      "amount": 30,
      "unit_price": null,
      "description": "Fuel surcharge (initial field measure)"
    },
    {
      "qty": null,
      "amount": 125,
      "unit_price": null,
      "description": "Field Measure and Delivery: Includes a second field measure and install for custom height backsplash"
    },
    {
      "qty": null,
      "amount": 30,
      "unit_price": null,
      "description": "Fuel surcharge (second field measure)"
    }
  ],
  "vendor_name": "Granite-Tops",
  "invoice_date": "2025-01-21",
  "project_name": "St. Clair Avenue",
  "document_type": "invoice",
  "invoice_number": "INV-103979",
  "is_billable_invoice": true
}

Vendor match payload

No payload stored.

QB payload

No payload stored.

Raw payload

{
  "run_id": "run_621aba8e9691401094ff0b96e51189b2",
  "source": "make.com",
  "run_key": "05-11-2026-025",
  "make_trace_id": "make-20260511_165906_214",
  "source_file_name": "INV 103979.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/INV 103979.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjzQ",
  "source_dropbox_rev": "0165191da91cfc400000003549f4393",
  "source_content_hash": "94cd8e69387a89c3b0773f5d9ab43258bf5e6908aa34400f92bc91cc2b525996",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/INV 103979.pdf",
  "processing_dropbox_rev": "0165191dc3ab56400000003549f4393"
}

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": "INV 103979.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/INV 103979.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/INV 103979.pdf"
}

Time

05/11/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload
{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-025-INV-002",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "5189",
  "make_trace_id": "make-20260511_165906_214",
  "output_tokens": "979",
  "bill_import_id": "bill_1a281c7272a3468c9855d76e32f33bc6",
  "source_file_name": "INV 103979.pdf",
  "claude_message_id": "msg_01FdxhEMUZeAaREStHopAQ9m"
}

Time

05/11/2026

Event

VALIDATION FAILED

Message

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

Payload
{
  "total": "11518.25",
  "message": "Validation failed; moved file to error folder.",
  "process_key": "05-11-2026-025-INV-002",
  "vendor_name": "Granite-Tops",
  "invoice_date": "2025-01-21",
  "make_trace_id": "make-20260511_165906_214",
  "bill_import_id": "bill_1a281c7272a3468c9855d76e32f33bc6",
  "invoice_number": "INV-103979",
  "final_file_name": "INV 103979_VALIDATION-FAILED.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/04 Error/INV 103979_VALIDATION-FAILED.pdf",
  "source_file_name": "INV 103979.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/INV 103979.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/32rq4gngjamia0eksfm1b/INV-103979_VALIDATION-FAILED.pdf?rlkey=l3bm1x6iy0yfy0pg8a39cwt42&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/INV 103979.pdf"
}