Invoice Record

05-12-2026-026-INV-003

Schroeder Construction Services

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Bill Created Successfully

QuickBooks Bill created successfully. Source file attached to the Bill.

View Bill in QB View Invoice in Dropbox

Status

Created in QB

Invoice

972

Total

$395.00

Invoice data

Detected vendor: Schroeder Construction Services
Matched vendor: Schroeder Construction Services
Matched alias: Schroeder Construction Services
Category: Building Services:Garbage Disposal
Category method: Claude category selection
Invoice date: 03/03/2025
Due date: 04/02/2025
Vendor terms: Not set
Jkath terms: Net 30
QB Bill ID: 302

Category reason

The invoice is for a 20-yard dumpster rental at the project address 15890 York Circle NW Anoka MN. Dumpster rental is a form of garbage/waste disposal service, which aligns directly with the only allowed category 'Garbage Disposal' (Building Services:Garbage Disposal). As this is also the sole allowed category option, it is the correct selection.

File result

Final file: SchroederConstructionServices_INV-972.pdf
Outcome: processed
Details: QuickBooks Bill created successfully. Source file attached to the Bill.

View Bill in QuickBooks View Invoice in Dropbox

Processing Context

Invoice ID: 05-12-2026-026-INV-003
Run ID: 05-12-2026-026
Source folder: /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file: Inv_972_from_Schroeder_Construction_Services_107736.pdf

Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "No payment terms stated. Project name inferred from the delivery address listed in the line item description. Bill To contact is Jesse Kath / JKath at 4609 35th Avenue South, Minneapolis, MN 55406.",
  "terms": null,
  "total": 395,
  "due_date": null,
  "shipping": 0,
  "subtotal": 395,
  "confidence": {
    "total": 0.99,
    "vendor_name": 0.99,
    "invoice_date": 0.99,
    "project_name": 0.95,
    "invoice_number": 0.99
  },
  "line_items": [
    {
      "qty": 1,
      "amount": 395,
      "unit_price": 395,
      "description": "20 Yard Dumpster 15890 York Circle NW Anoka MN"
    }
  ],
  "vendor_name": "Schroeder Construction Services",
  "invoice_date": "2025-03-03",
  "project_name": "15890 York Circle NW Anoka MN",
  "document_type": "invoice",
  "invoice_number": "972",
  "is_billable_invoice": true
}

Vendor match payload

{
  "resolver": {
    "reason": "Extracted vendor name exactly matches the approved vendor 'Schroeder Construction Services' in the approved list.",
    "matched": "true",
    "alias_id": "alias_b6d66776874548f5a69f87bd36fda501",
    "vendor_id": "vend_855ae603d1b3453e8be1adca3d42b841",
    "confidence": 1,
    "category_count": 1,
    "suggested_alias": "Schroeder Construction Services",
    "category_options": [
      {
        "name": "Garbage Disposal",
        "notes": "Mapped from JKath historical QuickBooks export: Building Services:Garbage Disposal (34).",
        "expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5",
        "fully_qualified_name": "Building Services:Garbage Disposal",
        "quickbooks_account_id": "127",
        "vendor_expense_category_id": "cmp1bb0by004g13pf2d3h2xuz"
      }
    ],
    "canonical_vendor_name": "Schroeder Construction Services",
    "default_expense_account": "Subcontractors"
  },
  "alias_lookup": {
    "found": false,
    "vendor_name": "Schroeder Construction Services",
    "normalized_alias_key": "schroeder construction services"
  },
  "category_selection": {
    "reason": "The invoice is for a 20-yard dumpster rental at the project address 15890 York Circle NW Anoka MN. Dumpster rental is a form of garbage/waste disposal service, which aligns directly with the only allowed category 'Garbage Disposal' (Building Services:Garbage Disposal). As this is also the sole allowed category option, it is the correct selection.",
    "confidence": 0.92,
    "category_name": "Garbage Disposal",
    "expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5",
    "quickbooks_account_id": "127",
    "selected_expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5",
    "selected_expense_category_name": "Garbage Disposal"
  }
}

QB payload

{
  "bill_created": {
    "path": "resolver_success",
    "total": "395.00",
    "due_date": "2025-04-02",
    "doc_number": "972",
    "vendor_ref": "128",
    "account_ref": "127",
    "jkath_terms": "Net 30",
    "vendor_terms": "",
    "quickbooks_bill_id": "302",
    "resolved_expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5"
  },
  "attachment_uploaded": {
    "path": "resolver_success",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "302"
  }
}

Raw payload

{
  "run_id": "run_d3dcb6acd0044649867411b977067fec",
  "source": "make.com",
  "run_key": "05-12-2026-026",
  "make_trace_id": "make-20260511_230756_287",
  "source_file_name": "Inv_972_from_Schroeder_Construction_Services_107736.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Inv_972_from_Schroeder_Construction_Services_107736.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABilQ",
  "source_dropbox_rev": "0165196d212dde100000003549f4393",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1,
  "source_content_hash": "402e39396f0d6f9602037abd6ac57798da7c9ddaf5fff5db23189ddfa99c82ef",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Inv_972_from_Schroeder_Construction_Services_107736.pdf",
  "multi_invoice_group_id": "bill_c438bbfbab50431e92bca7729f96fcb6",
  "processing_dropbox_rev": "016519705b8f1a200000003549f4393",
  "multi_invoice_source_payload": {
    "notes": "Single invoice in this PDF. Clean, machine-generated document with high OCR confidence.",
    "invoices": [
      {
        "tax": 0,
        "notes": "No payment terms stated. Project name inferred from the delivery address listed in the line item description. Bill To contact is Jesse Kath / JKath at 4609 35th Avenue South, Minneapolis, MN 55406.",
        "terms": null,
        "total": 395,
        "due_date": null,
        "shipping": 0,
        "subtotal": 395,
        "confidence": {
          "total": 0.99,
          "vendor_name": 0.99,
          "invoice_date": 0.99,
          "project_name": 0.95,
          "invoice_number": 0.99
        },
        "line_items": [
          {
            "qty": 1,
            "amount": 395,
            "unit_price": 395,
            "description": "20 Yard Dumpster 15890 York Circle NW Anoka MN"
          }
        ],
        "vendor_name": "Schroeder Construction Services",
        "invoice_date": "2025-03-03",
        "project_name": "15890 York Circle NW Anoka MN",
        "document_type": "invoice",
        "invoice_number": "972",
        "is_billable_invoice": true
      }
    ]
  }
}

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_972_from_Schroeder_Construction_Services_107736.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Inv_972_from_Schroeder_Construction_Services_107736.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Inv_972_from_Schroeder_Construction_Services_107736.pdf"
}

Time

05/11/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload

{
  "total": "395.00",
  "message": "Claude extraction parsed and stored.",
  "due_date": "2025-04-02",
  "jkath_terms": "Net 30",
  "process_key": "05-12-2026-026-INV-003",
  "vendor_name": "Schroeder Construction Services",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3055",
  "invoice_date": "2025-03-03",
  "vendor_terms": null,
  "make_trace_id": "make-20260511_230756_287",
  "output_tokens": "378",
  "bill_import_id": "bill_c438bbfbab50431e92bca7729f96fcb6",
  "invoice_number": "972",
  "vendor_due_date": null,
  "source_file_name": "Inv_972_from_Schroeder_Construction_Services_107736.pdf",
  "claude_message_id": "msg_01P9aiDhQRx83aipUv87y4Ej",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1
}

Time

05/11/2026

Event

ALIAS LOOKUP COMPLETED

Message

Vendor alias lookup did not match a portal vendor.

Payload

{
  "found": false,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": null,
  "vendor_id": null,
  "process_key": "05-12-2026-026-INV-003",
  "vendor_name": "Schroeder Construction Services",
  "make_trace_id": "make-20260511_230756_287",
  "bill_import_id": "bill_c438bbfbab50431e92bca7729f96fcb6",
  "canonical_name": null,
  "category_count": 0,
  "invoice_number": "972",
  "category_options": [],
  "source_file_name": "Inv_972_from_Schroeder_Construction_Services_107736.pdf",
  "expense_category_id": null,
  "normalized_alias_key": "schroeder construction services",
  "quickbooks_vendor_id": null,
  "default_expense_account": null,
  "missing_category_options": false
}

Time

05/11/2026

Event

RESOLVER COMPLETED

Message

Vendor resolver matched a portal vendor.

Payload

{
  "reason": "Extracted vendor name exactly matches the approved vendor 'Schroeder Construction Services' in the approved list.",
  "message": "Vendor resolver matched a portal vendor and alias was recorded.",
  "alias_id": "alias_b6d66776874548f5a69f87bd36fda501",
  "vendor_id": "vend_855ae603d1b3453e8be1adca3d42b841",
  "confidence": 1,
  "process_key": "05-12-2026-026-INV-003",
  "make_trace_id": "make-20260511_230756_287",
  "bill_import_id": "bill_c438bbfbab50431e92bca7729f96fcb6",
  "category_count": 1,
  "suggested_alias": "Schroeder Construction Services",
  "category_options": [
    {
      "name": "Garbage Disposal",
      "notes": "Mapped from JKath historical QuickBooks export: Building Services:Garbage Disposal (34).",
      "expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5",
      "fully_qualified_name": "Building Services:Garbage Disposal",
      "quickbooks_account_id": "127",
      "vendor_expense_category_id": "cmp1bb0by004g13pf2d3h2xuz"
    }
  ],
  "resolver_payload": {
    "reason": "Extracted vendor name exactly matches the approved vendor 'Schroeder Construction Services' in the approved list.",
    "matched": "true",
    "confidence": "1",
    "suggested_alias": "Schroeder Construction Services",
    "canonical_vendor_name": "Schroeder Construction Services",
    "default_expense_account": "Subcontractors"
  },
  "source_file_name": "Inv_972_from_Schroeder_Construction_Services_107736.pdf",
  "canonical_vendor_name": "Schroeder Construction Services",
  "extracted_vendor_name": "Schroeder Construction Services"
}

Time

05/11/2026

Event

CATEGORY SELECTION COMPLETED

Message

Expense category selected for bill import.

Payload

{
  "path": "resolver_portal_category_selection",
  "message": "Claude selected an expense category from allowed portal options after vendor resolver.",
  "process_key": "05-12-2026-026-INV-003",
  "vendor_name": "Schroeder Construction Services",
  "category_name": "Garbage Disposal",
  "make_trace_id": "make-20260511_230756_287",
  "bill_import_id": "bill_c438bbfbab50431e92bca7729f96fcb6",
  "source_file_name": "Inv_972_from_Schroeder_Construction_Services_107736.pdf",
  "selection_payload": {
    "reason": "The invoice is for a 20-yard dumpster rental at the project address 15890 York Circle NW Anoka MN. Dumpster rental is a form of garbage/waste disposal service, which aligns directly with the only allowed category 'Garbage Disposal' (Building Services:Garbage Disposal). As this is also the sole allowed category option, it is the correct selection.",
    "confidence": 0.92,
    "selected_expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5",
    "selected_expense_category_name": "Garbage Disposal"
  },
  "expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5",
  "quickbooks_account_id": "127"
}

Time

05/11/2026

Event

QB BILL CREATED

Message

QuickBooks Bill created.

Payload

{
  "path": "resolver_success",
  "message": "QuickBooks Bill created from invoice import.",
  "process_key": "05-12-2026-026-INV-003",
  "make_trace_id": "make-20260511_230756_287",
  "bill_import_id": "bill_c438bbfbab50431e92bca7729f96fcb6",
  "source_file_name": "Inv_972_from_Schroeder_Construction_Services_107736.pdf",
  "quickbooks_bill_id": "302",
  "quickbooks_payload": {
    "path": "resolver_success",
    "total": "395.00",
    "due_date": "2025-04-02",
    "doc_number": "972",
    "vendor_ref": "128",
    "account_ref": "127",
    "jkath_terms": "Net 30",
    "vendor_terms": "",
    "quickbooks_bill_id": "302"
  },
  "quickbooks_account_id": "127",
  "resolved_expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5"
}

Time

05/11/2026

Event

ATTACHMENT UPLOADED

Message

Source file attached to the QuickBooks Bill.

Payload

{
  "path": "resolver_success",
  "message": "Source file uploaded to QuickBooks Bill.",
  "process_key": "05-12-2026-026-INV-003",
  "make_trace_id": "make-20260511_230756_287",
  "bill_import_id": "bill_c438bbfbab50431e92bca7729f96fcb6",
  "source_file_name": "Inv_972_from_Schroeder_Construction_Services_107736.pdf",
  "attachment_payload": {
    "path": "resolver_success",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "302"
  },
  "quickbooks_bill_id": "302"
}

Time

05/11/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload

{
  "path": "resolver_success",
  "status": "CREATED_IN_QBO",
  "message": "Processed invoice file moved after QuickBooks Bill creation.",
  "outcome": "processed",
  "process_key": "05-12-2026-026-INV-003",
  "make_trace_id": "make-20260511_230756_287",
  "bill_import_id": "bill_c438bbfbab50431e92bca7729f96fcb6",
  "final_file_name": "SchroederConstructionServices_INV-972.pdf",
  "source_file_name": "Inv_972_from_Schroeder_Construction_Services_107736.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/pkctfjl7rvdvi55sw8321/SchroederConstructionServices_INV-972.pdf?rlkey=6ecrd5ilxdg60n7avay6eutk4&dl=0",
  "quickbooks_bill_id": "302",
  "multi_invoice_group_id": "bill_c438bbfbab50431e92bca7729f96fcb6"
}