JkathBusiness Portal

Invoice Record

05-12-2026-031-INV-007

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: statement).

View Invoice in Dropbox

Status

Needs review

Invoice

329157

Total

$6,882.00

Invoice data

Detected vendor
Jeremy Wenstad Const
Matched vendor
Unmatched
Matched alias
No alias
Category
Not assigned
Category method
Not selected
Invoice date
04/06/2025
Due date
05/06/2025
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: statement).
View Invoice in Dropbox

Processing Context

Invoice ID
05-12-2026-031-INV-007
Run ID
05-12-2026-031
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
Jeremy - Arden.pdf
Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Document is a Statement form (Adams DC5812). The number 329157 appears at the top right and is used as the invoice_number. Vendor name reads 'Jeremy Wenstad Const' — likely abbreviation for 'Construction'. Date interpreted as 4/6/25 (April 6, 2025). Total amount is 6882. Scanned handwritten document; OCR confidence moderate. Document is classified as a statement, not a standard unpaid vendor invoice, so is_billable_invoice is false.",
  "terms": null,
  "total": 6882,
  "due_date": null,
  "shipping": 0,
  "subtotal": 6882,
  "confidence": {
    "total": 0.9,
    "vendor_name": 0.8,
    "invoice_date": 0.85,
    "project_name": 0.9,
    "invoice_number": 0.9
  },
  "line_items": [
    {
      "qty": null,
      "amount": 5900,
      "unit_price": null,
      "description": "Demo/Framing"
    },
    {
      "qty": null,
      "amount": 982,
      "unit_price": null,
      "description": "Materials"
    }
  ],
  "vendor_name": "Jeremy Wenstad Const",
  "invoice_date": "2025-04-06",
  "project_name": "Arden Ave",
  "document_type": "statement",
  "invoice_number": "329157",
  "is_billable_invoice": false
}

Vendor match payload

No payload stored.

QB payload

No payload stored.

Raw payload

{
  "run_id": "run_62091358572745b4a9fb86801339837b",
  "source": "make.com",
  "run_key": "05-12-2026-031",
  "make_trace_id": "make-20260512_002952_270",
  "source_file_name": "Jeremy - Arden.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy - Arden.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjZQ",
  "source_dropbox_rev": "01651982326585400000003549f4393",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1,
  "source_content_hash": "df3359f53d2fbfe4b6d736b3d58551cdfd4033969dde809952ead598f238998a",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy - Arden.pdf",
  "multi_invoice_group_id": "bill_0fe59e1af7ff433985b33f4af7a81595",
  "processing_dropbox_rev": "01651982e92aaf000000003549f4393",
  "multi_invoice_source_payload": {
    "notes": "Single statement document scanned via CamScanner. Handwritten entries on a pre-printed Adams DC5812 statement form. Statement is addressed TO 'JKath' and is IN ACCOUNT WITH 'Jeremy Wenstad Const'. Line items are for Arden Ave project: Demo/Framing $5,900 and Materials $982, totaling $6,882.",
    "invoices": [
      {
        "tax": 0,
        "notes": "Document is a Statement form (Adams DC5812). The number 329157 appears at the top right and is used as the invoice_number. Vendor name reads 'Jeremy Wenstad Const' — likely abbreviation for 'Construction'. Date interpreted as 4/6/25 (April 6, 2025). Total amount is 6882. Scanned handwritten document; OCR confidence moderate. Document is classified as a statement, not a standard unpaid vendor invoice, so is_billable_invoice is false.",
        "terms": null,
        "total": 6882,
        "due_date": null,
        "shipping": 0,
        "subtotal": 6882,
        "confidence": {
          "total": 0.9,
          "vendor_name": 0.8,
          "invoice_date": 0.85,
          "project_name": 0.9,
          "invoice_number": 0.9
        },
        "line_items": [
          {
            "qty": null,
            "amount": 5900,
            "unit_price": null,
            "description": "Demo/Framing"
          },
          {
            "qty": null,
            "amount": 982,
            "unit_price": null,
            "description": "Materials"
          }
        ],
        "vendor_name": "Jeremy Wenstad Const",
        "invoice_date": "2025-04-06",
        "project_name": "Arden Ave",
        "document_type": "statement",
        "invoice_number": "329157",
        "is_billable_invoice": false
      }
    ]
  }
}

Invoice Timeline

Time

05/12/2026

Event

FILE CLAIMED

Message

Source file claimed by Make scenario.

Payload
{
  "message": "Claimed invoice file and moved into processing.",
  "source_file_name": "Jeremy - Arden.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy - Arden.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy - Arden.pdf"
}

Time

05/12/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload
{
  "total": "6882",
  "message": "Claude extraction parsed and stored.",
  "due_date": "2025-05-06",
  "jkath_terms": "Net 30",
  "process_key": "05-12-2026-031-INV-007",
  "vendor_name": "Jeremy Wenstad Const",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "2957",
  "invoice_date": "2025-04-06",
  "vendor_terms": null,
  "make_trace_id": "make-20260512_002952_270",
  "output_tokens": "500",
  "bill_import_id": "bill_0fe59e1af7ff433985b33f4af7a81595",
  "invoice_number": "329157",
  "vendor_due_date": null,
  "source_file_name": "Jeremy - Arden.pdf",
  "claude_message_id": "msg_01UB72vVYDz3v7XXx43SBp1y",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1
}

Time

05/12/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload
{
  "path": "needs_review_non_invoice_document",
  "notes": "Document is a Statement form (Adams DC5812). The number 329157 appears at the top right and is used as the invoice_number. Vendor name reads 'Jeremy Wenstad Const' — likely abbreviation for 'Construction'. Date interpreted as 4/6/25 (April 6, 2025). Total amount is 6882. Scanned handwritten document; OCR confidence moderate. Document is classified as a statement, not a standard unpaid vendor invoice, so is_billable_invoice is false.",
  "total": "6882",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-12-2026-031-INV-007",
  "vendor_name": "Jeremy Wenstad Const",
  "invoice_date": "2025-04-06",
  "document_type": "statement",
  "make_trace_id": "make-20260512_002952_270",
  "review_reason": "Claude marked the document as not billable for QuickBooks bill creation (type: statement)",
  "bill_import_id": "bill_0fe59e1af7ff433985b33f4af7a81595",
  "invoice_number": "329157",
  "final_file_name": "Jeremy - Arden_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/Jeremy - Arden_REVIEW.pdf",
  "source_file_name": "Jeremy - Arden.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy - Arden.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/ewzgdnv4vodtz15j5695j/Jeremy-Arden_REVIEW.pdf?rlkey=ikdk3v6wqfats72bu4o4rqv2t&dl=0",
  "is_billable_invoice": "false",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy - Arden.pdf",
  "multi_invoice_group_id": "bill_0fe59e1af7ff433985b33f4af7a81595"
}