JkathBusiness Portal

Invoice Record

05-11-2026-027-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-104100

Total

$24,362.14

Invoice data

Detected vendor
Granite-Tops
Matched vendor
Unmatched
Matched alias
No alias
Category
Not assigned
Category method
Not selected
Invoice date
01/31/2025
Due date
03/02/2025
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
05-11-2026-027-INV-002
Run ID
05-11-2026-027
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
INV-104100.pdf
Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Invoice is dated 2025-01-31, which is prior to the 2026 processing year batch context; the date appears clearly printed as 1/31/2025 so 2025 is returned as-is. Delivery/fuel surcharge line items are included in line_items and in the invoice total; shipping is set to 0 to avoid double-counting. The vendor also operates under the 'Stone Countertop Outlet' brand name per the invoice header; canonical name used is 'Granite-Tops'. Kitchen subtotal of $16,852.00 is a section subtotal shown on the invoice and is not double-counted in line items.",
  "terms": "Net 30",
  "total": 24362.14,
  "due_date": "2025-03-02",
  "shipping": 0,
  "subtotal": 24362.14,
  "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": 5890,
      "unit_price": null,
      "description": "KITCHEN PERIMETER - Quartzite Countertops: Calacatta Lux (3cm)"
    },
    {
      "qty": null,
      "amount": 200,
      "unit_price": null,
      "description": "KITCHEN PERIMETER - Undermount Farm/Apron Style Sink Finishing (Does not include sink)"
    },
    {
      "qty": null,
      "amount": 5006.5,
      "unit_price": null,
      "description": "KITCHEN PERIMETER - 3cm Full Height Back Splash (83 x 36\" splash on range wall & 102\" x 18\" on sink run wall)"
    },
    {
      "qty": 3,
      "amount": 60,
      "unit_price": null,
      "description": "KITCHEN PERIMETER - Drill Outlet Holes Qty-3"
    },
    {
      "qty": null,
      "amount": 294.5,
      "unit_price": null,
      "description": "15\" x 4\" LEDGES - Quartzite Countertops: Calacatta Lux (3cm)"
    },
    {
      "qty": null,
      "amount": 5401,
      "unit_price": null,
      "description": "KITCHEN ISLAND - Soapstone Countertops: Original PA 3cm from Midwest Specialty Products"
    },
    {
      "qty": null,
      "amount": 1670.66,
      "unit_price": null,
      "description": "PRIMARY BATH VANITY - Quartz Countertops (3cm): Color: Hanstone Calacatta Gold"
    },
    {
      "qty": null,
      "amount": 300,
      "unit_price": null,
      "description": "PRIMARY BATH VANITY - Undermount Sink Finishing (Does not include sink)"
    },
    {
      "qty": null,
      "amount": 150,
      "unit_price": null,
      "description": "PRIMARY BATH VANITY - Back Splash 4\": Milled to 3/4\" Thick (Back only)"
    },
    {
      "qty": null,
      "amount": 874.5,
      "unit_price": null,
      "description": "JACK & JILL VANITY - Quartz Countertops (3cm): Color: Hanstone Drift"
    },
    {
      "qty": null,
      "amount": 300,
      "unit_price": null,
      "description": "JACK & JILL VANITY - Undermount Sink Finishing (Does not include sink)"
    },
    {
      "qty": null,
      "amount": 120,
      "unit_price": null,
      "description": "JACK & JILL VANITY - Back Splash 4\": Milled to 3/4\" Thick (Back only)"
    },
    {
      "qty": null,
      "amount": 592.5,
      "unit_price": null,
      "description": "GUEST BATH - Viatera Countertops: Nocturne 3cm Pre-Cut"
    },
    {
      "qty": null,
      "amount": 150,
      "unit_price": null,
      "description": "GUEST BATH - Undermount Sink Finishing (Does not include sink)"
    },
    {
      "qty": null,
      "amount": 82.5,
      "unit_price": null,
      "description": "GUEST BATH - Up to 3\" Back Splash: Milled to 3/4\" Thick"
    },
    {
      "qty": null,
      "amount": 2684.98,
      "unit_price": null,
      "description": "LAUNDRY ROOM COUNTERTOPS - Q Quartz Countertops: Midnight Majesty 3cm"
    },
    {
      "qty": null,
      "amount": 175,
      "unit_price": null,
      "description": "LAUNDRY ROOM COUNTERTOPS - Undermount Sink Finishing (Does not include sink)"
    },
    {
      "qty": null,
      "amount": 100,
      "unit_price": null,
      "description": "LAUNDRY ROOM COUNTERTOPS - Back Splash 4\": Milled to 3/4\" Thick (splash figured on sink run 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": "2025-01-31",
  "project_name": "Lakeview",
  "document_type": "invoice",
  "invoice_number": "INV-104100",
  "is_billable_invoice": true
}

Vendor match payload

No payload stored.

QB payload

No payload stored.

Raw payload

{
  "run_id": "run_e715041b2cce406c86d692d6045e1ab3",
  "source": "make.com",
  "run_key": "05-11-2026-027",
  "make_trace_id": "make-20260511_170902_324",
  "source_file_name": "INV-104100.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/INV-104100.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjLA",
  "source_dropbox_rev": "0165191fddd21de00000003549f4393",
  "source_content_hash": "7aabb6c33032187accf10d2b39f7e8c8d4756e6fab5d664af2fae5cb3d1b939a",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/INV-104100.pdf",
  "processing_dropbox_rev": "0165191ff98ae9100000003549f4393"
}

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-104100.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/INV-104100.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/INV-104100.pdf"
}

Time

05/11/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload
{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-027-INV-002",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "5437",
  "make_trace_id": "make-20260511_170902_324",
  "output_tokens": "1541",
  "bill_import_id": "bill_8b1a5cc6daed4ebab686ff1f7e92fb4e",
  "source_file_name": "INV-104100.pdf",
  "claude_message_id": "msg_011FqtboRLoJQDVQF7zvLQ7j"
}

Time

05/11/2026

Event

VALIDATION FAILED

Message

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

Payload
{
  "total": "24362.14",
  "message": "Validation failed; moved file to error folder.",
  "process_key": "05-11-2026-027-INV-002",
  "vendor_name": "Granite-Tops",
  "invoice_date": "2025-01-31",
  "make_trace_id": "make-20260511_170902_324",
  "bill_import_id": "bill_8b1a5cc6daed4ebab686ff1f7e92fb4e",
  "invoice_number": "INV-104100",
  "final_file_name": "INV-104100_VALIDATION-FAILED.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/04 Error/INV-104100_VALIDATION-FAILED.pdf",
  "source_file_name": "INV-104100.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/INV-104100.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/qyvma963waa4bly4b8m0b/INV-104100_VALIDATION-FAILED.pdf?rlkey=izdzmxnivbc7i450vybi3c0q3&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-104100.pdf"
}