Invoice Record

05-11-2026-027-INV-003

Needs Review

Document needs human review before bill creation. Reason: Claude classified the document type as statement, not a standard vendor invoice.

View Invoice in Dropbox

Status

Needs review

Invoice

Not set

Total

$3,810.00

Invoice data

Detected vendor: Jeremy Wengstad Construction
Matched vendor: Unmatched
Matched alias: No alias
Category: Not assigned
Category method: Not selected
Invoice date: 01/04/2025
Due date: 02/03/2025
Vendor terms: Not set
Jkath terms: Net 30
QB Transaction ID: Not created

File result

Final file: Jeremy 2_REVIEW.pdf
Outcome: needs_review
Details: Document needs human review before bill creation. Reason: Claude classified the document type as statement, not a standard vendor invoice.

View Invoice in Dropbox

Processing Context

Invoice ID: 05-11-2026-027-INV-003
Run ID: 05-11-2026-027
Source folder: /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file: Jeremy 2.pdf

Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "This is a handwritten statement (not a standard unpaid vendor invoice), so is_billable_invoice is false and it should route to human review before creating a QuickBooks bill. Vendor name read as 'Jeremy Wenstad Const' — interpreted as Jeremy Wengstad Construction per known vendor pattern. Date written as 1/4/25; in a 2026 batch context this could be 2025-01-04 or 2026-01-04 — the final digit appears to be '5' (not '6'), so 2025-01-04 is returned, but confidence is lowered due to handwriting ambiguity. Statement number 900250 appears at top right — may be a statement reference number rather than an invoice number. Line items appear to reference two jobs: '43RD' (Demo, $2,835) and 'St Clair' ($850 labor + $125 materials). Total of $3,810 matches sum of line items. The '-' marks after amounts appear to be formatting dashes, not negative indicators.",
  "terms": null,
  "total": 3810,
  "due_date": null,
  "shipping": 0,
  "subtotal": 3810,
  "confidence": {
    "total": 0.9,
    "vendor_name": 0.75,
    "invoice_date": 0.6,
    "project_name": 0,
    "invoice_number": 0
  },
  "line_items": [
    {
      "qty": null,
      "amount": 2835,
      "unit_price": null,
      "description": "43RD Demo"
    },
    {
      "qty": null,
      "amount": 850,
      "unit_price": null,
      "description": "St Clair"
    },
    {
      "qty": null,
      "amount": 125,
      "unit_price": null,
      "description": "St Clair materials"
    }
  ],
  "vendor_name": "Jeremy Wengstad Construction",
  "invoice_date": "2025-01-04",
  "project_name": null,
  "document_type": "statement",
  "invoice_number": null,
  "is_billable_invoice": false
}

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": "Jeremy 2.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy 2.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjLQ",
  "source_dropbox_rev": "0165191fddea87500000003549f4393",
  "source_content_hash": "e82ae6bd4ff709925c5c7a897b44084e6421f80a3bb1cdc0ca62f41508d539b6",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy 2.pdf",
  "processing_dropbox_rev": "0165192014d12e700000003549f4393"
}

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": "Jeremy 2.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy 2.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy 2.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-003",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "2913",
  "make_trace_id": "make-20260511_170902_324",
  "output_tokens": "538",
  "bill_import_id": "bill_f0dcadf901044d188ac40145cc641eab",
  "source_file_name": "Jeremy 2.pdf",
  "claude_message_id": "msg_01KEbkBWP3Yi8qPGLH4PkZex"
}

Time

05/11/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload

{
  "path": "needs_review_non_invoice_document",
  "notes": "This is a handwritten statement (not a standard unpaid vendor invoice), so is_billable_invoice is false and it should route to human review before creating a QuickBooks bill. Vendor name read as 'Jeremy Wenstad Const' — interpreted as Jeremy Wengstad Construction per known vendor pattern. Date written as 1/4/25; in a 2026 batch context this could be 2025-01-04 or 2026-01-04 — the final digit appears to be '5' (not '6'), so 2025-01-04 is returned, but confidence is lowered due to handwriting ambiguity. Statement number 900250 appears at top right — may be a statement reference number rather than an invoice number. Line items appear to reference two jobs: '43RD' (Demo, $2,835) and 'St Clair' ($850 labor + $125 materials). Total of $3,810 matches sum of line items. The '-' marks after amounts appear to be formatting dashes, not negative indicators.",
  "total": "3810",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-11-2026-027-INV-003",
  "vendor_name": "Jeremy Wengstad Construction",
  "invoice_date": "2025-01-04",
  "document_type": "statement",
  "make_trace_id": "make-20260511_170902_324",
  "bill_import_id": "bill_f0dcadf901044d188ac40145cc641eab",
  "invoice_number": "",
  "final_file_name": "Jeremy 2_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/Jeremy 2_REVIEW.pdf",
  "source_file_name": "Jeremy 2.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy 2.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/ysx2d4btfjijg0p44zbor/Jeremy-2_REVIEW.pdf?rlkey=zovffjo8oaw531f9fnwytzp5t&dl=0",
  "is_billable_invoice": "false",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy 2.pdf"
}