JkathBusiness Portal

Invoice Record

05-11-2026-025-INV-008

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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-008
Run ID
05-11-2026-025
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
Granite Tops INV 103979.pdf
Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Invoice is dated 2025-01-21, which is prior to the 2026 processing year. This appears to be a legitimate 2025 invoice being processed in 2026. The 'Kitchen Subtotal' line shown on the invoice (11,208.25) appears to be a running subtotal label rather than a separate charge and was not double-counted. Line items with $0.00 amounts (1/8\" Round Edge entries) were excluded from line_items. Two separate fuel surcharges of $30.00 each are listed for the two field measure trips. Total amount due is $11,518.25.",
  "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, 1/8\" Round Edge"
    },
    {
      "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, 1/8\" Round Edge, No Backsplash"
    },
    {
      "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": "Granite Tops INV 103979.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Granite Tops INV 103979.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjwg",
  "source_dropbox_rev": "0165191da9d035300000003549f4393",
  "source_content_hash": "8731643babe3013814e3c54a0da78919e09f217e2d4eda666173eecf106773da",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Granite Tops INV 103979.pdf",
  "processing_dropbox_rev": "0165191e160801600000003549f4393"
}

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": "Granite Tops INV 103979.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Granite Tops INV 103979.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Granite Tops 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-008",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "5189",
  "make_trace_id": "make-20260511_165906_214",
  "output_tokens": "994",
  "bill_import_id": "bill_9bf7c39a940b4a7fa0b3408c45ff9a73",
  "source_file_name": "Granite Tops INV 103979.pdf",
  "claude_message_id": "msg_017Nd3qAkpxBEW9ukZuZdq8W"
}

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-008",
  "vendor_name": "Granite-Tops",
  "invoice_date": "2025-01-21",
  "make_trace_id": "make-20260511_165906_214",
  "bill_import_id": "bill_9bf7c39a940b4a7fa0b3408c45ff9a73",
  "invoice_number": "INV-103979",
  "final_file_name": "Granite Tops INV 103979_VALIDATION-FAILED.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/04 Error/Granite Tops INV 103979_VALIDATION-FAILED.pdf",
  "source_file_name": "Granite Tops INV 103979.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Granite Tops INV 103979.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/4up2hnn8164xomtcagocj/Granite-Tops-INV-103979_VALIDATION-FAILED.pdf?rlkey=6ifwu4bw3cyk9ma4ynlzj2x48&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/Granite Tops INV 103979.pdf"
}