JkathBusiness Portal

Invoice Record

05-12-2026-026-INV-022

BrightView
Back to run

Bill Created Successfully

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

Status

Created in QB

Invoice

14491

Total

$417.36

Invoice data

Matched vendor
BrightView
Matched alias
Brightview Window Cleaning INC
Category
Building Services:Cleaning
Category method
Single assignable category
Invoice date
03/04/2025
Due date
04/03/2025
Vendor terms
Not set
Jkath terms
Net 30
QB Bill ID
315

Category reason

Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.

File result

Outcome
processed
Details
QuickBooks Bill created successfully. Source file attached to the Bill.

Processing Context

Invoice ID
05-12-2026-026-INV-022
Run ID
05-12-2026-026
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
JkathDesignBuildReinvent-Invoice14491.pdf
Stored payloads

Claude parse payload

{
  "tax": 31.36,
  "notes": "Vendor also does business as 'My Brightview Cleaning'. Project name inferred from the job address '5503 Lakeview' listed on the first line item row.",
  "terms": null,
  "total": 417.36,
  "due_date": null,
  "shipping": 0,
  "subtotal": 386,
  "confidence": {
    "total": 0.99,
    "vendor_name": 0.99,
    "invoice_date": 0.99,
    "project_name": 0.95,
    "invoice_number": 0.99
  },
  "line_items": [
    {
      "qty": 30,
      "amount": 60,
      "unit_price": 2,
      "description": "5503 Lakeview"
    },
    {
      "qty": 36,
      "amount": 108,
      "unit_price": 3,
      "description": "1. Windows (Interior Only)"
    },
    {
      "qty": 198,
      "amount": 198,
      "unit_price": 1,
      "description": "2. Windows (Interior Only)"
    },
    {
      "qty": 10,
      "amount": 20,
      "unit_price": 2,
      "description": "Screens"
    }
  ],
  "vendor_name": "Brightview Window Cleaning, Inc.",
  "invoice_date": "2025-03-04",
  "project_name": "5503 Lakeview",
  "document_type": "invoice",
  "invoice_number": "14491",
  "is_billable_invoice": true
}

Vendor match payload

{
  "alias_lookup": {
    "found": true,
    "alias_id": "cmp1abgmk0060agtbwt183ghe",
    "vendor_id": "vend_222743d20ceb433681f6594296a84a8e",
    "alias_name": "Brightview Window Cleaning INC",
    "canonical_name": "BrightView",
    "category_count": 1,
    "category_options": [
      {
        "name": "Cleaning",
        "notes": "Mapped from JKath historical QuickBooks export: Building Services:Cleaning (22).",
        "expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50",
        "fully_qualified_name": "Building Services:Cleaning",
        "quickbooks_account_id": "121",
        "vendor_expense_category_id": "cmp1bazb8003w13pfc3kv8v3n"
      }
    ],
    "expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50",
    "normalized_alias_key": "brightview window cleaning inc",
    "quickbooks_vendor_id": "12",
    "quickbooks_account_id": "121",
    "default_expense_account": "Cleaning",
    "invoice_processing_notes": null,
    "missing_category_options": false
  },
  "category_selection": {
    "method": "single_assignable_category",
    "reason": "Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.",
    "confidence": 1,
    "category_name": "Cleaning",
    "expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50",
    "quickbooks_account_id": "121",
    "selected_expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50",
    "selected_expense_category_name": "Cleaning"
  }
}

QB payload

{
  "lookup": {
    "quickbooks_vendor_id": "12",
    "quickbooks_account_id": "121",
    "existing_quickbooks_bill_id": null
  },
  "bill_created": {
    "path": "single_category_direct",
    "total": "417.36",
    "due_date": "2025-04-03",
    "doc_number": "14491",
    "vendor_ref": "12",
    "account_ref": "121",
    "jkath_terms": "Net 30",
    "vendor_terms": "",
    "quickbooks_bill_id": "315",
    "resolved_expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50"
  },
  "attachment_uploaded": {
    "path": "single_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "315"
  }
}

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": "JkathDesignBuildReinvent-Invoice14491.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/JkathDesignBuildReinvent-Invoice14491.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABiog",
  "source_dropbox_rev": "0165196d22a5d3100000003549f4393",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1,
  "source_content_hash": "e300a08e9da3b5fd5be6bfa06a50fc38b739384bbf8e8ba778f326cd546eed1d",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/JkathDesignBuildReinvent-Invoice14491.pdf",
  "multi_invoice_group_id": "bill_9a9020cc47e644dc9ba4ea54e64ac1b6",
  "processing_dropbox_rev": "016519716ae264e00000003549f4393",
  "multi_invoice_source_payload": {
    "notes": "Single invoice in this PDF. Tax rate explicitly stated as 8.125%.",
    "invoices": [
      {
        "tax": 31.36,
        "notes": "Vendor also does business as 'My Brightview Cleaning'. Project name inferred from the job address '5503 Lakeview' listed on the first line item row.",
        "terms": null,
        "total": 417.36,
        "due_date": null,
        "shipping": 0,
        "subtotal": 386,
        "confidence": {
          "total": 0.99,
          "vendor_name": 0.99,
          "invoice_date": 0.99,
          "project_name": 0.95,
          "invoice_number": 0.99
        },
        "line_items": [
          {
            "qty": 30,
            "amount": 60,
            "unit_price": 2,
            "description": "5503 Lakeview"
          },
          {
            "qty": 36,
            "amount": 108,
            "unit_price": 3,
            "description": "1. Windows (Interior Only)"
          },
          {
            "qty": 198,
            "amount": 198,
            "unit_price": 1,
            "description": "2. Windows (Interior Only)"
          },
          {
            "qty": 10,
            "amount": 20,
            "unit_price": 2,
            "description": "Screens"
          }
        ],
        "vendor_name": "Brightview Window Cleaning, Inc.",
        "invoice_date": "2025-03-04",
        "project_name": "5503 Lakeview",
        "document_type": "invoice",
        "invoice_number": "14491",
        "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": "JkathDesignBuildReinvent-Invoice14491.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/JkathDesignBuildReinvent-Invoice14491.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/JkathDesignBuildReinvent-Invoice14491.pdf"
}

Time

05/11/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload
{
  "total": "417.36",
  "message": "Claude extraction parsed and stored.",
  "due_date": "2025-04-03",
  "jkath_terms": "Net 30",
  "process_key": "05-12-2026-026-INV-022",
  "vendor_name": "Brightview Window Cleaning, Inc.",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3233",
  "invoice_date": "2025-03-04",
  "vendor_terms": null,
  "make_trace_id": "make-20260511_230756_287",
  "output_tokens": "446",
  "bill_import_id": "bill_9a9020cc47e644dc9ba4ea54e64ac1b6",
  "invoice_number": "14491",
  "vendor_due_date": null,
  "source_file_name": "JkathDesignBuildReinvent-Invoice14491.pdf",
  "claude_message_id": "msg_01BnDnGpAbxRS4EeDqB3HKWd",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1
}

Time

05/11/2026

Event

ALIAS LOOKUP COMPLETED

Message

Vendor alias lookup matched a portal vendor.

Payload
{
  "found": true,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": "cmp1abgmk0060agtbwt183ghe",
  "vendor_id": "vend_222743d20ceb433681f6594296a84a8e",
  "process_key": "05-12-2026-026-INV-022",
  "vendor_name": "Brightview Window Cleaning, Inc.",
  "make_trace_id": "make-20260511_230756_287",
  "bill_import_id": "bill_9a9020cc47e644dc9ba4ea54e64ac1b6",
  "canonical_name": "BrightView",
  "category_count": 1,
  "invoice_number": "14491",
  "category_options": [
    {
      "name": "Cleaning",
      "notes": "Mapped from JKath historical QuickBooks export: Building Services:Cleaning (22).",
      "expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50",
      "fully_qualified_name": "Building Services:Cleaning",
      "quickbooks_account_id": "121",
      "vendor_expense_category_id": "cmp1bazb8003w13pfc3kv8v3n"
    }
  ],
  "source_file_name": "JkathDesignBuildReinvent-Invoice14491.pdf",
  "category_selection": {
    "method": "single_assignable_category",
    "reason": "Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.",
    "confidence": 1,
    "category_name": "Cleaning",
    "expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50",
    "quickbooks_account_id": "121",
    "selected_expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50",
    "selected_expense_category_name": "Cleaning"
  },
  "expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50",
  "normalized_alias_key": "brightview window cleaning inc",
  "quickbooks_vendor_id": "12",
  "default_expense_account": "Cleaning",
  "missing_category_options": false
}

Time

05/11/2026

Event

QB LOOKUP COMPLETED

Message

QuickBooks vendor, account, and duplicate bill lookup completed.

Payload
{
  "path": "single_category_direct",
  "message": "QuickBooks lookup completed before create-or-duplicate routing.",
  "process_key": "05-12-2026-026-INV-022",
  "vendor_name": "BrightView",
  "make_trace_id": "make-20260511_230756_287",
  "bill_import_id": "bill_9a9020cc47e644dc9ba4ea54e64ac1b6",
  "invoice_number": "14491",
  "source_file_name": "JkathDesignBuildReinvent-Invoice14491.pdf",
  "quickbooks_vendor_id": "12",
  "quickbooks_account_id": "121",
  "existing_quickbooks_bill_id": null
}

Time

05/11/2026

Event

QB BILL CREATED

Message

QuickBooks Bill created.

Payload
{
  "path": "single_category_direct",
  "message": "QuickBooks Bill created from invoice import.",
  "process_key": "05-12-2026-026-INV-022",
  "make_trace_id": "make-20260511_230756_287",
  "bill_import_id": "bill_9a9020cc47e644dc9ba4ea54e64ac1b6",
  "source_file_name": "JkathDesignBuildReinvent-Invoice14491.pdf",
  "quickbooks_bill_id": "315",
  "quickbooks_payload": {
    "path": "single_category_direct",
    "total": "417.36",
    "due_date": "2025-04-03",
    "doc_number": "14491",
    "vendor_ref": "12",
    "account_ref": "121",
    "jkath_terms": "Net 30",
    "vendor_terms": "",
    "quickbooks_bill_id": "315"
  },
  "quickbooks_account_id": "121",
  "resolved_expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50"
}

Time

05/11/2026

Event

ATTACHMENT UPLOADED

Message

Source file attached to the QuickBooks Bill.

Payload
{
  "path": "single_category_direct",
  "message": "Source file uploaded to QuickBooks Bill.",
  "process_key": "05-12-2026-026-INV-022",
  "make_trace_id": "make-20260511_230756_287",
  "bill_import_id": "bill_9a9020cc47e644dc9ba4ea54e64ac1b6",
  "source_file_name": "JkathDesignBuildReinvent-Invoice14491.pdf",
  "attachment_payload": {
    "path": "single_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "315"
  },
  "quickbooks_bill_id": "315"
}

Time

05/11/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload
{
  "path": "single_category_direct",
  "status": "CREATED_IN_QBO",
  "message": "Processed invoice file moved after QuickBooks Bill creation.",
  "outcome": "processed",
  "process_key": "05-12-2026-026-INV-022",
  "make_trace_id": "make-20260511_230756_287",
  "bill_import_id": "bill_9a9020cc47e644dc9ba4ea54e64ac1b6",
  "final_file_name": "BrightView_INV-14491.pdf",
  "source_file_name": "JkathDesignBuildReinvent-Invoice14491.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/fju3tpdhxd0895ro28a3m/BrightView_INV-14491.pdf?rlkey=2hxw7phkzv0h5hdu9fo471nht&dl=0",
  "quickbooks_bill_id": "315",
  "multi_invoice_group_id": "bill_9a9020cc47e644dc9ba4ea54e64ac1b6"
}