JkathBusiness Portal

Invoice Record

05-11-2026-025-INV-004

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Validation Error

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

Status

Validation error

Invoice

2501-945689

Total

$177.79

Invoice data

Detected vendor
Dakota County Lumber
Matched vendor
Unmatched
Matched alias
No alias
Category
Not assigned
Category method
Not selected
Invoice date
01/20/2025
Due date
02/19/2025
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-004
Run ID
05-11-2026-025
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
Dakota County Lumber 2501-945689.pdf
Stored payloads

Claude parse payload

{
  "tax": 13.69,
  "notes": "Invoice date is 2025-01-20, which predates the 2026 processing year batch. This appears to be a legitimate 2025 invoice being processed in 2026. The project name 'ST CLAIR' is derived from the ship-to location 'JKATH DESIGN BUILD/ST CLAIR' at 2258 St Clair Ave, St Paul MN. The internal order reference is 2410-938858 and the Bayer PO# is 506371HH. Delivery and trip charge are included as line items within the subtotal, so shipping is set to 0. Account number 534, Job 34. Buyer signature: Jesse Kath.",
  "terms": "Net 30",
  "total": 177.79,
  "due_date": null,
  "shipping": 0,
  "subtotal": 164.1,
  "confidence": {
    "total": 0.99,
    "vendor_name": 0.99,
    "invoice_date": 0.99,
    "project_name": 0.9,
    "invoice_number": 0.99
  },
  "line_items": [
    {
      "qty": 1,
      "amount": 138.6,
      "unit_price": 138.6,
      "description": "PRE FINISHED DOOR SLAB (SO938858-001)"
    },
    {
      "qty": 1,
      "amount": 25,
      "unit_price": 25,
      "description": "DELIVERY TRIP CHARGE"
    },
    {
      "qty": null,
      "amount": 0.5,
      "unit_price": null,
      "description": "ROAD IMPROVEMENT & FOOD DELIVERY FEE (Adjustment)"
    }
  ],
  "vendor_name": "Dakota County Lumber",
  "invoice_date": "2025-01-20",
  "project_name": "ST CLAIR",
  "document_type": "invoice",
  "invoice_number": "2501-945689",
  "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": "Dakota County Lumber 2501-945689.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dakota County Lumber 2501-945689.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjzw",
  "source_dropbox_rev": "0165191da9580e100000003549f4393",
  "source_content_hash": "3ce4fde70725b9362a07848cdc8db8cdf87109a2e72d8e1900f94dc14d5f1c81",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dakota County Lumber 2501-945689.pdf",
  "processing_dropbox_rev": "0165191de0ceeeb00000003549f4393"
}

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 County Lumber 2501-945689.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dakota County Lumber 2501-945689.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dakota County Lumber 2501-945689.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-004",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3362",
  "make_trace_id": "make-20260511_165906_214",
  "output_tokens": "513",
  "bill_import_id": "bill_b32ec1c2ffaa49db9f2333233beeb989",
  "source_file_name": "Dakota County Lumber 2501-945689.pdf",
  "claude_message_id": "msg_01JBkkshT6Tgvrou6VJugeTL"
}

Time

05/11/2026

Event

VALIDATION FAILED

Message

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

Payload
{
  "total": "177.79",
  "message": "Validation failed; moved file to error folder.",
  "process_key": "05-11-2026-025-INV-004",
  "vendor_name": "Dakota County Lumber",
  "invoice_date": "2025-01-20",
  "make_trace_id": "make-20260511_165906_214",
  "bill_import_id": "bill_b32ec1c2ffaa49db9f2333233beeb989",
  "invoice_number": "2501-945689",
  "final_file_name": "Dakota County Lumber 2501-945689_VALIDATION-FAILED.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/04 Error/Dakota County Lumber 2501-945689_VALIDATION-FAILED.pdf",
  "source_file_name": "Dakota County Lumber 2501-945689.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dakota County Lumber 2501-945689.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/zvkzhfogp4zlyg6pp8jpr/Dakota-County-Lumber-2501-945689_VALIDATION-FAILED.pdf?rlkey=zw7e3b5ktv0g1pv0eepodw6ux&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/Dakota County Lumber 2501-945689.pdf"
}