JkathBusiness Portal

Invoice Record

05-12-2026-026-INV-005

Back to bill imports

Needs Review

Document needs human review before bill creation. Reason: Claude marked the document as not billable for QuickBooks bill creation (type: unknown).

View Invoice in Dropbox

Status

Needs review

Invoice

unk-000000-10005

Total

$10,005.00

Invoice data

Detected vendor
Not parsed
Matched vendor
Unmatched
Matched alias
No alias
Category
Not assigned
Category method
Not selected
Invoice date
Not set
Due date
Not set
Vendor terms
Not set
Jkath terms
Net 30
QB Transaction ID
Not created

File result

Outcome
needs_review
Details
Document needs human review before bill creation. Reason: Claude marked the document as not billable for QuickBooks bill creation (type: unknown).
View Invoice in Dropbox

Processing Context

Invoice ID
05-12-2026-026-INV-005
Run ID
05-12-2026-026
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
Jeremy Wenstad IMG_4687.pdf
Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Handwritten notes page with no vendor name, no invoice number, and no date. This appears to be an internal cost tracking or job log sheet rather than a formal vendor invoice. Invoice number was generated using missing-number rule with null vendor prefix replaced by 'unk'. Three separate project sections are recorded on the same page and extracted as separate invoice objects. OCR quality is low due to handwritten content.",
  "terms": null,
  "total": 10005,
  "due_date": null,
  "shipping": 0,
  "subtotal": 10005,
  "confidence": {
    "total": 0.7,
    "vendor_name": 0,
    "invoice_date": 0,
    "project_name": 0.85,
    "invoice_number": 0.2
  },
  "line_items": [
    {
      "qty": null,
      "amount": 8700,
      "unit_price": null,
      "description": "Framing"
    },
    {
      "qty": null,
      "amount": 1305,
      "unit_price": null,
      "description": "Materials"
    }
  ],
  "vendor_name": null,
  "invoice_date": null,
  "project_name": "43rd Ave",
  "document_type": "unknown",
  "invoice_number": "unk-000000-10005",
  "is_billable_invoice": false
}

Vendor match payload

No payload stored.

QB payload

No payload stored.

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": "Jeremy Wenstad IMG_4687.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy Wenstad IMG_4687.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABiqw",
  "source_dropbox_rev": "0165196d2166cc900000003549f4393",
  "multi_invoice_count": 3,
  "multi_invoice_index": 1,
  "source_content_hash": "2b5f44f06519d6cde7ba08144abe183789d2df9385e2de17a2f7269895e56ab5",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy Wenstad IMG_4687.pdf",
  "multi_invoice_group_id": "bill_04be4612e5cd443bb244f7b6bfebac19",
  "processing_dropbox_rev": "0165197084de5db00000003549f4393",
  "multi_invoice_source_payload": {
    "notes": "This PDF contains a single handwritten page with three separate project cost entries: 43rd Ave (total $10,005), Lakeview (total $5,075), and West River (total $5,800). There is no vendor name, invoice number, or date anywhere on the document. This appears to be an internal job cost tracking sheet rather than a formal vendor invoice. All three entries have been extracted as separate objects. Human review is strongly recommended before entering into accounts payable. OCR confidence is reduced due to handwritten content.",
    "invoices": [
      {
        "tax": 0,
        "notes": "Handwritten notes page with no vendor name, no invoice number, and no date. This appears to be an internal cost tracking or job log sheet rather than a formal vendor invoice. Invoice number was generated using missing-number rule with null vendor prefix replaced by 'unk'. Three separate project sections are recorded on the same page and extracted as separate invoice objects. OCR quality is low due to handwritten content.",
        "terms": null,
        "total": 10005,
        "due_date": null,
        "shipping": 0,
        "subtotal": 10005,
        "confidence": {
          "total": 0.7,
          "vendor_name": 0,
          "invoice_date": 0,
          "project_name": 0.85,
          "invoice_number": 0.2
        },
        "line_items": [
          {
            "qty": null,
            "amount": 8700,
            "unit_price": null,
            "description": "Framing"
          },
          {
            "qty": null,
            "amount": 1305,
            "unit_price": null,
            "description": "Materials"
          }
        ],
        "vendor_name": null,
        "invoice_date": null,
        "project_name": "43rd Ave",
        "document_type": "unknown",
        "invoice_number": "unk-000000-10005",
        "is_billable_invoice": false
      },
      {
        "tax": 0,
        "notes": "Second project section from the same handwritten notes page. No vendor name, invoice number, or date present. Appears to be an internal cost tracking record. Invoice number was generated using missing-number rule with null vendor prefix replaced by 'unk'.",
        "terms": null,
        "total": 5075,
        "due_date": null,
        "shipping": 0,
        "subtotal": 5075,
        "confidence": {
          "total": 0.7,
          "vendor_name": 0,
          "invoice_date": 0,
          "project_name": 0.85,
          "invoice_number": 0.2
        },
        "line_items": [
          {
            "qty": null,
            "amount": 4975,
            "unit_price": null,
            "description": "Trim/Porch"
          },
          {
            "qty": null,
            "amount": 100,
            "unit_price": null,
            "description": "Materials"
          }
        ],
        "vendor_name": null,
        "invoice_date": null,
        "project_name": "Lakeview",
        "document_type": "unknown",
        "invoice_number": "unk-000000-5075",
        "is_billable_invoice": false
      },
      {
        "tax": 0,
        "notes": "Third project section from the same handwritten notes page. No vendor name, invoice number, or date present. Appears to be an internal cost tracking record. Invoice number was generated using missing-number rule with null vendor prefix replaced by 'unk'.",
        "terms": null,
        "total": 5800,
        "due_date": null,
        "shipping": 0,
        "subtotal": 5800,
        "confidence": {
          "total": 0.7,
          "vendor_name": 0,
          "invoice_date": 0,
          "project_name": 0.85,
          "invoice_number": 0.2
        },
        "line_items": [
          {
            "qty": null,
            "amount": 4800,
            "unit_price": null,
            "description": "Demo"
          },
          {
            "qty": null,
            "amount": 1000,
            "unit_price": null,
            "description": "Materials"
          }
        ],
        "vendor_name": null,
        "invoice_date": null,
        "project_name": "West River",
        "document_type": "unknown",
        "invoice_number": "unk-000000-5800",
        "is_billable_invoice": false
      }
    ]
  }
}

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 Wenstad IMG_4687.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy Wenstad IMG_4687.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy Wenstad IMG_4687.pdf"
}

Time

05/11/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored from a multi-invoice PDF.

Payload
{
  "total": "10005",
  "message": "Claude extraction parsed and stored.",
  "due_date": null,
  "jkath_terms": "Net 30",
  "process_key": "05-12-2026-026-INV-005",
  "vendor_name": null,
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "2970",
  "invoice_date": null,
  "vendor_terms": null,
  "make_trace_id": "make-20260511_230756_287",
  "output_tokens": "1088",
  "bill_import_id": "bill_04be4612e5cd443bb244f7b6bfebac19",
  "invoice_number": "unk-000000-10005",
  "vendor_due_date": null,
  "source_file_name": "Jeremy Wenstad IMG_4687.pdf",
  "claude_message_id": "msg_01CkA8t3FBWPFPPMN3jio4Hk",
  "multi_invoice_count": 3,
  "multi_invoice_index": 1
}