JkathBusiness Portal

Invoice Record

05-11-2026-030-INV-020

Back to bill imports

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

53848

Total

$39.76

Invoice data

Detected vendor
River City Glass, Inc.
Matched vendor
Unmatched
Matched alias
No alias
Category
Not assigned
Category method
Not selected
Invoice date
02/25/2025
Due date
03/27/2025
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
05-11-2026-030-INV-020
Run ID
05-11-2026-030
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
River City - Invoice 53848.pdf
Stored payloads

Claude parse payload

{
  "tax": 2.99,
  "notes": "Invoice date is 2/25/2025, which predates the 2026 processing year. This appears to be a 2025 invoice being processed in 2026; date is clearly printed and unambiguous. Due date calculated as 30 days from invoice date (3/27/2025). Quote number 103238 noted. Order type listed as 'Thin Ribbed - Cabinet Glass'. No project name stated on the invoice; billed to Jkath LLC, Attn: Amy DeGrote.",
  "terms": "Net 30",
  "total": 39.76,
  "due_date": "2025-03-27",
  "shipping": 0,
  "subtotal": 36.77,
  "confidence": {
    "total": 1,
    "vendor_name": 1,
    "invoice_date": 1,
    "project_name": 0,
    "invoice_number": 1
  },
  "line_items": [
    {
      "qty": 1,
      "amount": 36.77,
      "unit_price": 36.77,
      "description": "Cabinet Glass - 1 x 5/32\" Thin Ribbed Annealed, 16\" x 27-7/8\", vertical pattern, Seamed Edge 87-3/4\" (2L 2S), Area: 3.11 sq ft"
    }
  ],
  "vendor_name": "River City Glass, Inc.",
  "invoice_date": "2025-02-25",
  "project_name": null,
  "document_type": "invoice",
  "invoice_number": "53848",
  "is_billable_invoice": true
}

Vendor match payload

No payload stored.

QB payload

No payload stored.

Raw payload

{
  "run_id": "run_160a3df567fa4519ad9ba3bb6f6e8e42",
  "source": "make.com",
  "run_key": "05-11-2026-030",
  "make_trace_id": "make-20260511_172049_953",
  "source_file_name": "River City - Invoice 53848.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/River City - Invoice 53848.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjGQ",
  "source_dropbox_rev": "016519227f9771c00000003549f4393",
  "source_content_hash": "c2580d35aab35e9ae9eecd4c4502bab10ab6742d49f1b14672d14fc17b8cf33f",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/River City - Invoice 53848.pdf",
  "processing_dropbox_rev": "016519237ec619d00000003549f4393"
}

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 53848.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/River City - Invoice 53848.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/River City - Invoice 53848.pdf"
}

Time

05/11/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload
{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-030-INV-020",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3263",
  "make_trace_id": "make-20260511_172049_953",
  "output_tokens": "444",
  "bill_import_id": "bill_12c4fdf4bed148ceae13c8728ae9ccbd",
  "source_file_name": "River City - Invoice 53848.pdf",
  "claude_message_id": "msg_017t6JxW9kx9BFRSUFkYbhga"
}

Time

05/11/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload
{
  "path": "needs_review_non_invoice_document",
  "notes": "Invoice date is 2/25/2025, which predates the 2026 processing year. This appears to be a 2025 invoice being processed in 2026; date is clearly printed and unambiguous. Due date calculated as 30 days from invoice date (3/27/2025). Quote number 103238 noted. Order type listed as 'Thin Ribbed - Cabinet Glass'. No project name stated on the invoice; billed to Jkath LLC, Attn: Amy DeGrote.",
  "total": "39.76",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-11-2026-030-INV-020",
  "vendor_name": "River City Glass, Inc.",
  "invoice_date": "2025-02-25",
  "document_type": "invoice",
  "make_trace_id": "make-20260511_172049_953",
  "bill_import_id": "bill_12c4fdf4bed148ceae13c8728ae9ccbd",
  "invoice_number": "53848",
  "final_file_name": "River City - Invoice 53848_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/River City - Invoice 53848_REVIEW.pdf",
  "source_file_name": "River City - Invoice 53848.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/River City - Invoice 53848.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/2xc0137gcx32vaurtwcv7/River-City-Invoice-53848_REVIEW.pdf?rlkey=pkavxu2sroz3g0ovzjz0jq8wg&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 53848.pdf"
}