JkathBusiness Portal

Invoice Record

05-11-2026-027-INV-013

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Needs Review

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

2502-946557

Total

$850.55

Invoice data

Detected vendor
Dakota County Lumber
Matched vendor
Unmatched
Matched alias
No alias
Category
Not assigned
Category method
Not selected
Invoice date
02/03/2025
Due date
03/05/2025
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 "statement" 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
05-11-2026-027-INV-013
Run ID
05-11-2026-027
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
Dakota Cty Lumber 2502-946557.pdf
Stored payloads

Claude parse payload

{
  "tax": 68.3,
  "notes": "Invoice date is 2025-02-03, which is prior to the 2026 processing year — this appears to be a 2025 invoice being processed in 2026. The referenced order number is 2501-946493. Delivery trip charge is included as a line item within the subtotal, so shipping is set to 0. Terms inferred as Net 30 from the statement text 'Due 30 days from statement.' Account number 534, Job 40. Ship-to address: 2908 43rd Ave S, Minneapolis MN 55406. Buyer signature: Jesse Kath.",
  "terms": "Net 30",
  "total": 850.55,
  "due_date": null,
  "shipping": 0,
  "subtotal": 782.25,
  "confidence": {
    "total": 0.99,
    "vendor_name": 0.99,
    "invoice_date": 0.99,
    "project_name": 0.95,
    "invoice_number": 0.99
  },
  "line_items": [
    {
      "qty": 65,
      "amount": 252.85,
      "unit_price": 3.89,
      "description": "2X4-8' SPF (Item: 248S)"
    },
    {
      "qty": 8,
      "amount": 412,
      "unit_price": 51.5,
      "description": "4X8-3/4\" T&G PLYWOOD (Item: 34TGP)"
    },
    {
      "qty": 6,
      "amount": 39,
      "unit_price": 6.5,
      "description": "28OZ. DAP 4000 SUBFLOOR ADHESIVE (Item: 14CA)"
    },
    {
      "qty": 1,
      "amount": 52.9,
      "unit_price": 52.9,
      "description": "CTN. 3\"X.131 BRIGHT FRAMING NAILS (2500 CT) (Item: HC27)"
    },
    {
      "qty": 1,
      "amount": 25,
      "unit_price": 25,
      "description": "DELIVERY TRIP CHARGE"
    },
    {
      "qty": null,
      "amount": 0.5,
      "unit_price": null,
      "description": "ROAD IMPROVEMENT & FOOD DEL. FEE (Adjustment)"
    }
  ],
  "vendor_name": "Dakota County Lumber",
  "invoice_date": "2025-02-03",
  "project_name": "JKATH DESIGN BUILD/43RD AVE",
  "document_type": "invoice",
  "invoice_number": "2502-946557",
  "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": "Dakota Cty Lumber 2502-946557.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dakota Cty Lumber 2502-946557.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjKA",
  "source_dropbox_rev": "0165191fdf2e5b400000003549f4393",
  "source_content_hash": "18b18be035ca9201ec667abfa2d51c4ecd63706fa93d58c5ec7f04170de20b93",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dakota Cty Lumber 2502-946557.pdf",
  "processing_dropbox_rev": "016519209b06aba00000003549f4393"
}

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": "Dakota Cty Lumber 2502-946557.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dakota Cty Lumber 2502-946557.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dakota Cty Lumber 2502-946557.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-013",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3458",
  "make_trace_id": "make-20260511_170902_324",
  "output_tokens": "673",
  "bill_import_id": "bill_833d68d8ac614eca807873f505a7e475",
  "source_file_name": "Dakota Cty Lumber 2502-946557.pdf",
  "claude_message_id": "msg_01WY5MzdXEojA6PCugo2ACxL"
}

Time

05/11/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload
{
  "path": "needs_review_non_invoice_document",
  "notes": "Invoice date is 2025-02-03, which is prior to the 2026 processing year — this appears to be a 2025 invoice being processed in 2026. The referenced order number is 2501-946493. Delivery trip charge is included as a line item within the subtotal, so shipping is set to 0. Terms inferred as Net 30 from the statement text 'Due 30 days from statement.' Account number 534, Job 40. Ship-to address: 2908 43rd Ave S, Minneapolis MN 55406. Buyer signature: Jesse Kath.",
  "total": "850.55",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-11-2026-027-INV-013",
  "vendor_name": "Dakota County Lumber",
  "invoice_date": "2025-02-03",
  "document_type": "invoice",
  "make_trace_id": "make-20260511_170902_324",
  "bill_import_id": "bill_833d68d8ac614eca807873f505a7e475",
  "invoice_number": "2502-946557",
  "final_file_name": "Dakota Cty Lumber 2502-946557_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/Dakota Cty Lumber 2502-946557_REVIEW.pdf",
  "source_file_name": "Dakota Cty Lumber 2502-946557.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dakota Cty Lumber 2502-946557.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/o8pa7itswy4i3eq3r994g/Dakota-Cty-Lumber-2502-946557_REVIEW.pdf?rlkey=9n35ztn2r0u5gb4n13bs50q5k&dl=0",
  "is_billable_invoice": "true",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dakota Cty Lumber 2502-946557.pdf"
}