Invoice Record
05-11-2026-027-INV-011
Needs Review
Document needs human review before bill creation. Reason: Claude classified the document type as statement, not a standard vendor invoice.
Status
Needs review
Invoice
900249
Total
$8,237.00
Invoice data
- Detected vendor
- Jeremy Wenstad Const
- 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_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.
Processing Context
- Invoice ID
- 05-11-2026-027-INV-011
- 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.pdf
Stored payloads
Claude parse payload
{
"tax": 0,
"notes": "Document is classified as a statement, not a standard unpaid vendor invoice; set is_billable_invoice to false and route to human review before creating a QuickBooks bill. Vendor name is handwritten and partially legible — appears to be 'Jeremy Wenstad Const' (possibly Wengstad Construction). Date is handwritten as '1/4/25'; given the 2026 batch context and the special rule for Wengstad-style invoices, the final digit '5' does not match 2026 — it reads most naturally as 2025-01-04, but human review is recommended to confirm the year. The first line item amount reads '7,837' (handwritten, slightly ambiguous — could be 7,437 or 7,837; 7,837 chosen as it sums to 8,237 total). Total amount reads '8,237' which is consistent with 7,837 + 400. OCR quality is moderate due to handwritten scan.",
"terms": null,
"total": 8237,
"due_date": null,
"shipping": 0,
"subtotal": 8237,
"confidence": {
"total": 0.85,
"vendor_name": 0.72,
"invoice_date": 0.6,
"project_name": 0.9,
"invoice_number": 0.92
},
"line_items": [
{
"qty": null,
"amount": 7837,
"unit_price": null,
"description": "Lake View - Doors & Window, Porch, Trim"
},
{
"qty": null,
"amount": 400,
"unit_price": null,
"description": "Materials"
}
],
"vendor_name": "Jeremy Wenstad Const",
"invoice_date": "2025-01-04",
"project_name": "Lake View",
"document_type": "statement",
"invoice_number": "900249",
"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.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy.pdf",
"source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjJQ",
"source_dropbox_rev": "0165191fdef855e00000003549f4393",
"source_content_hash": "dd16584963accae81feb5a97cd7a737cb1d0916f19ff0a6d9ed7ce66ecafad54",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy.pdf",
"processing_dropbox_rev": "0165192080d76c100000003549f4393"
}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.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy.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-011",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "2913",
"make_trace_id": "make-20260511_170902_324",
"output_tokens": "505",
"bill_import_id": "bill_81b8a4f2a1f64c3e9acdc303dfff0865",
"source_file_name": "Jeremy.pdf",
"claude_message_id": "msg_01JAJ8XW6N9QUkvRxinmSzi3"
}Time
05/11/2026
Event
FILE MOVED
Message
Final invoice file moved.
Payload
{
"path": "needs_review_non_invoice_document",
"notes": "Document is classified as a statement, not a standard unpaid vendor invoice; set is_billable_invoice to false and route to human review before creating a QuickBooks bill. Vendor name is handwritten and partially legible — appears to be 'Jeremy Wenstad Const' (possibly Wengstad Construction). Date is handwritten as '1/4/25'; given the 2026 batch context and the special rule for Wengstad-style invoices, the final digit '5' does not match 2026 — it reads most naturally as 2025-01-04, but human review is recommended to confirm the year. The first line item amount reads '7,837' (handwritten, slightly ambiguous — could be 7,437 or 7,837; 7,837 chosen as it sums to 8,237 total). Total amount reads '8,237' which is consistent with 7,837 + 400. OCR quality is moderate due to handwritten scan.",
"total": "8237",
"status": "NEEDS_REVIEW",
"message": "Reviewable document moved to review folder.",
"outcome": "needs_review",
"process_key": "05-11-2026-027-INV-011",
"vendor_name": "Jeremy Wenstad Const",
"invoice_date": "2025-01-04",
"document_type": "statement",
"make_trace_id": "make-20260511_170902_324",
"bill_import_id": "bill_81b8a4f2a1f64c3e9acdc303dfff0865",
"invoice_number": "900249",
"final_file_name": "Jeremy_REVIEW.pdf",
"final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/Jeremy_REVIEW.pdf",
"source_file_name": "Jeremy.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/oq4wpbma5edipatupuo8s/Jeremy_REVIEW.pdf?rlkey=fm9df4pf852mcjum0oz506t4x&dl=0",
"is_billable_invoice": "false",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy.pdf"
}