JkathBusiness Portal

Invoice Record

05-12-2026-031-INV-008

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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

jer-040625-630

Total

$630.00

Invoice data

Detected vendor
Jerony Wenstad Cont
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-008
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 - W River .pdf
Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Document is a statement form (Adams DC5812). Vendor name reads as 'Jerony Wenstad Cont' — handwriting is difficult to decipher; may be a different name. 'TO' field reads 'JKath' (likely the customer/recipient). Project listed as 'W River'. Line item amount reads as '630' but handwriting is ambiguous (could be C30 = $630 or a different value). No invoice number printed; generated using missing-number rule: jer-040625-630. Total amount field at bottom is blank; total inferred from the single line item amount. OCR quality is low due to handwritten scanned document. Human review recommended.",
  "terms": null,
  "total": 630,
  "due_date": null,
  "shipping": 0,
  "subtotal": 630,
  "confidence": {
    "total": 0.65,
    "vendor_name": 0.55,
    "invoice_date": 0.85,
    "project_name": 0.7,
    "invoice_number": 1
  },
  "line_items": [
    {
      "qty": null,
      "amount": 630,
      "unit_price": null,
      "description": "Framing"
    }
  ],
  "vendor_name": "Jerony Wenstad Cont",
  "invoice_date": "2025-04-06",
  "project_name": "W River",
  "document_type": "statement",
  "invoice_number": "jer-040625-630",
  "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 - W River .pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy - W River .pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjZg",
  "source_dropbox_rev": "0165198232815aa00000003549f4393",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1,
  "source_content_hash": "e539da2c41fbbda87bf1889c82c344cb6d7bf598af0829ed2c146b94975cd50f",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy - W River .pdf",
  "multi_invoice_group_id": "bill_65c7a431c348479e93833e320ec33c85",
  "processing_dropbox_rev": "01651982f5c526f00000003549f4393",
  "multi_invoice_source_payload": {
    "notes": "Single-page handwritten statement scanned via CamScanner. Document number 329158 appears in red at top — this may be a reference or form number rather than an invoice number. The statement form is an Adams DC5812. All fields are handwritten and OCR confidence is reduced accordingly. Human review strongly recommended to confirm vendor name, total amount, and project details.",
    "invoices": [
      {
        "tax": 0,
        "notes": "Document is a statement form (Adams DC5812). Vendor name reads as 'Jerony Wenstad Cont' — handwriting is difficult to decipher; may be a different name. 'TO' field reads 'JKath' (likely the customer/recipient). Project listed as 'W River'. Line item amount reads as '630' but handwriting is ambiguous (could be C30 = $630 or a different value). No invoice number printed; generated using missing-number rule: jer-040625-630. Total amount field at bottom is blank; total inferred from the single line item amount. OCR quality is low due to handwritten scanned document. Human review recommended.",
        "terms": null,
        "total": 630,
        "due_date": null,
        "shipping": 0,
        "subtotal": 630,
        "confidence": {
          "total": 0.65,
          "vendor_name": 0.55,
          "invoice_date": 0.85,
          "project_name": 0.7,
          "invoice_number": 1
        },
        "line_items": [
          {
            "qty": null,
            "amount": 630,
            "unit_price": null,
            "description": "Framing"
          }
        ],
        "vendor_name": "Jerony Wenstad Cont",
        "invoice_date": "2025-04-06",
        "project_name": "W River",
        "document_type": "statement",
        "invoice_number": "jer-040625-630",
        "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 - W River .pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy - W River .pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy - W River .pdf"
}

Time

05/12/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload
{
  "total": "630",
  "message": "Claude extraction parsed and stored.",
  "due_date": "2025-05-06",
  "jkath_terms": "Net 30",
  "process_key": "05-12-2026-031-INV-008",
  "vendor_name": "Jerony Wenstad Cont",
  "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": "509",
  "bill_import_id": "bill_65c7a431c348479e93833e320ec33c85",
  "invoice_number": "jer-040625-630",
  "vendor_due_date": null,
  "source_file_name": "Jeremy - W River .pdf",
  "claude_message_id": "msg_012zLM5jUUCtpQYjr1hcXPQL",
  "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). Vendor name reads as 'Jerony Wenstad Cont' — handwriting is difficult to decipher; may be a different name. 'TO' field reads 'JKath' (likely the customer/recipient). Project listed as 'W River'. Line item amount reads as '630' but handwriting is ambiguous (could be C30 = $630 or a different value). No invoice number printed; generated using missing-number rule: jer-040625-630. Total amount field at bottom is blank; total inferred from the single line item amount. OCR quality is low due to handwritten scanned document. Human review recommended.",
  "total": "630",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-12-2026-031-INV-008",
  "vendor_name": "Jerony Wenstad Cont",
  "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_65c7a431c348479e93833e320ec33c85",
  "invoice_number": "jer-040625-630",
  "final_file_name": "Jeremy - W River _REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/Jeremy - W River _REVIEW.pdf",
  "source_file_name": "Jeremy - W River .pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy - W River .pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/8ep26ydamgot4tlfymzsx/Jeremy-W-River-_REVIEW.pdf?rlkey=snjr9qbwviztw2jllgnokyv1n&dl=0",
  "is_billable_invoice": "false",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy - W River .pdf",
  "multi_invoice_group_id": "bill_65c7a431c348479e93833e320ec33c85"
}