JkathBusiness Portal

Invoice Record

05-11-2026-026-INV-007

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Needs Review

Document needs human review before bill creation. Reason: legacy review rule matched the word "quote" 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

53385

Total

$2,409.31

Invoice data

Detected vendor
River City Glass, Inc.
Matched vendor
Unmatched
Matched alias
No alias
Category
Not assigned
Category method
Not selected
Invoice date
01/30/2025
Due date
03/01/2025
Vendor terms
Net 30
Jkath terms
Net 30
QB Transaction ID
Not created

File result

Outcome
needs_review
Details
Document needs human review before bill creation. Reason: legacy review rule matched the word "quote" 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
05-11-2026-026-INV-007
Run ID
05-11-2026-026
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
River City - Invoice 53385.pdf
Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Invoice is dated 2025-01-30, which is prior to the 2026 processing year. This appears to be a legitimate 2025 invoice — confirm with AP team whether it is being processed late. Due date calculated as 30 days from invoice date (2025-03-01) since no explicit due date is stated. Bill-to party is Jkath LLC; site address is Shamp, 15890 York Circle NW, Anoka MN 55303. Quote number 101091 also noted on invoice.",
  "terms": "Net 30",
  "total": 2409.31,
  "due_date": "2025-03-01",
  "shipping": 0,
  "subtotal": 2409.31,
  "confidence": {
    "total": 1,
    "vendor_name": 1,
    "invoice_date": 1,
    "project_name": 0.95,
    "invoice_number": 1
  },
  "line_items": [
    {
      "qty": 1,
      "amount": 2409.31,
      "unit_price": 2409.31,
      "description": "Primary Bath w/Invisible Shield - 3/8\" Clear Tempered Glass, Polished Nickel Cologne Wall Mount Hinges, Polished Nickel Double Sided Knob, Invisible Shield, Polished Nickel U-Channel, Polished Nickel 90 Degree Corner Clamp, Traditional Knob (3 pnl Clear Square)"
    }
  ],
  "vendor_name": "River City Glass, Inc.",
  "invoice_date": "2025-01-30",
  "project_name": "Shamp / 15890 York",
  "document_type": "invoice",
  "invoice_number": "53385",
  "is_billable_invoice": true
}

Vendor match payload

No payload stored.

QB payload

No payload stored.

Raw payload

{
  "run_id": "run_e2ad170079494cfb87e27b53e0c26af9",
  "source": "make.com",
  "run_key": "05-11-2026-026",
  "make_trace_id": "make-20260511_170446_406",
  "source_file_name": "River City - Invoice 53385.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/River City - Invoice 53385.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABj2w",
  "source_dropbox_rev": "0165191ef19788200000003549f4393",
  "source_content_hash": "349ba5df904cafb94c7a34b1df4883d1e93c7305543cd693dbe36e0d4fdacb2a",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/River City - Invoice 53385.pdf",
  "processing_dropbox_rev": "0165191f395022700000003549f4393"
}

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": "River City - Invoice 53385.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/River City - Invoice 53385.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/River City - Invoice 53385.pdf"
}

Time

05/11/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload
{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-026-INV-007",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3279",
  "make_trace_id": "make-20260511_170446_406",
  "output_tokens": "485",
  "bill_import_id": "bill_a2c630b0ba114881a5a11a2d23a1c411",
  "source_file_name": "River City - Invoice 53385.pdf",
  "claude_message_id": "msg_01Xo7WSuXsyuyQjJtqunkupU"
}

Time

05/11/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload
{
  "path": "needs_review_non_invoice_document",
  "notes": "Invoice is dated 2025-01-30, which is prior to the 2026 processing year. This appears to be a legitimate 2025 invoice — confirm with AP team whether it is being processed late. Due date calculated as 30 days from invoice date (2025-03-01) since no explicit due date is stated. Bill-to party is Jkath LLC; site address is Shamp, 15890 York Circle NW, Anoka MN 55303. Quote number 101091 also noted on invoice.",
  "total": "2409.31",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-11-2026-026-INV-007",
  "vendor_name": "River City Glass, Inc.",
  "invoice_date": "2025-01-30",
  "document_type": "invoice",
  "make_trace_id": "make-20260511_170446_406",
  "bill_import_id": "bill_a2c630b0ba114881a5a11a2d23a1c411",
  "invoice_number": "53385",
  "final_file_name": "River City - Invoice 53385_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/River City - Invoice 53385_REVIEW.pdf",
  "source_file_name": "River City - Invoice 53385.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/River City - Invoice 53385.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/403jyoaxss00dy3x6c3ml/River-City-Invoice-53385_REVIEW.pdf?rlkey=igdquqeo2o7izmo0px77c0uuc&dl=0",
  "is_billable_invoice": "true",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/River City - Invoice 53385.pdf"
}