JkathBusiness Portal

Invoice Record

05-12-2026-034-INV-001

W. Brown Land Surveying Inc.
Back to run

Bill Created Successfully

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

Status

Created in QB

Invoice

70-25

Total

$1,905.00

Invoice data

Matched alias
W. Brown Land Surveying Inc
Category
Building Services:Land Surveying
Category method
Single assignable category
Invoice date
04/11/2025
Due date
05/11/2025
Vendor terms
Not set
Jkath terms
Net 30
QB Bill ID
361

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
05-12-2026-034-INV-001
Run ID
05-12-2026-034
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
WB Brown Land Survey.pdf
Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Due date matches invoice date (4/11/2025); no explicit payment terms stated. Invoice number '70-25' is highlighted in yellow on the document. Balance due equals job total with $0.00 payments/credits applied.",
  "terms": null,
  "total": 1905,
  "due_date": "2025-04-11",
  "shipping": 0,
  "subtotal": 1905,
  "confidence": {
    "total": 0.98,
    "vendor_name": 0.98,
    "invoice_date": 0.98,
    "project_name": 0.95,
    "invoice_number": 0.95
  },
  "line_items": [
    {
      "qty": null,
      "amount": 1905,
      "unit_price": null,
      "description": "Locate property corners, structures showing setbacks, distances to side lines, driveways, sidewalks, patios. Merriam Park 3rd Addition - 1969 Summit Avenue"
    }
  ],
  "vendor_name": "W. Brown Land Surveying, Inc.",
  "invoice_date": "2025-04-11",
  "project_name": "1969 Summit Avenue",
  "document_type": "invoice",
  "invoice_number": "70-25",
  "is_billable_invoice": true
}

Vendor match payload

{
  "alias_lookup": {
    "found": true,
    "alias_id": "cmp1abior007kagtb7ykq3c8c",
    "vendor_id": "vend_306195aaca6743aab2bdafd4ecf66c03",
    "alias_name": "W. Brown Land Surveying Inc",
    "canonical_name": "W. Brown Land Surveying Inc.",
    "category_count": 1,
    "category_options": [
      {
        "name": "Land Surveying",
        "notes": "Mapped from JKath historical QuickBooks export: Building Services:Land Surveying (1).",
        "expense_category_id": "cat_0d5f8072d02646a8af418cd898dc5658",
        "fully_qualified_name": "Building Services:Land Surveying",
        "quickbooks_account_id": "132",
        "vendor_expense_category_id": "cmp1bb11y004u13pfesxmug4i"
      }
    ],
    "expense_category_id": "cat_0d5f8072d02646a8af418cd898dc5658",
    "normalized_alias_key": "w brown land surveying inc",
    "quickbooks_vendor_id": "124",
    "quickbooks_account_id": "132",
    "default_expense_account": "Land Surveying",
    "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": "Land Surveying",
    "expense_category_id": "cat_0d5f8072d02646a8af418cd898dc5658",
    "quickbooks_account_id": "132",
    "selected_expense_category_id": "cat_0d5f8072d02646a8af418cd898dc5658",
    "selected_expense_category_name": "Land Surveying"
  }
}

QB payload

{
  "lookup": {
    "quickbooks_vendor_id": "124",
    "quickbooks_account_id": "132",
    "existing_quickbooks_bill_id": null
  },
  "bill_created": {
    "path": "single_category_direct",
    "total": "1905.00",
    "due_date": "2025-05-11",
    "doc_number": "70-25",
    "vendor_ref": "124",
    "account_ref": "132",
    "jkath_terms": "Net 30",
    "vendor_terms": "",
    "quickbooks_bill_id": "361",
    "resolved_expense_category_id": "cat_0d5f8072d02646a8af418cd898dc5658"
  },
  "attachment_uploaded": {
    "path": "single_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "361"
  }
}

Raw payload

{
  "run_id": "run_9439f1b0f66f4d91979fe2e03399dbfd",
  "source": "make.com",
  "run_key": "05-12-2026-034",
  "make_trace_id": "make-20260512_004507_068",
  "source_file_name": "WB Brown Land Survey.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/WB Brown Land Survey.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjUA",
  "source_dropbox_rev": "01651985d78aef200000003549f4393",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1,
  "source_content_hash": "bf6c02966e15b6972427b00c3d9595681f4bea323989efd63d1385e286ed144f",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/WB Brown Land Survey.pdf",
  "multi_invoice_group_id": "bill_8fa54cdd5e5b4bfaab2ad556f72ea864",
  "processing_dropbox_rev": "01651985db8785f00000003549f4393",
  "multi_invoice_source_payload": {
    "notes": "Single invoice PDF. Scanned image quality is good and OCR confidence is high. Site address is 1969 Summit Ave, St Paul, MN 55105; billed to Kath Homes, Mendota Heights, MN 55120.",
    "invoices": [
      {
        "tax": 0,
        "notes": "Due date matches invoice date (4/11/2025); no explicit payment terms stated. Invoice number '70-25' is highlighted in yellow on the document. Balance due equals job total with $0.00 payments/credits applied.",
        "terms": null,
        "total": 1905,
        "due_date": "2025-04-11",
        "shipping": 0,
        "subtotal": 1905,
        "confidence": {
          "total": 0.98,
          "vendor_name": 0.98,
          "invoice_date": 0.98,
          "project_name": 0.95,
          "invoice_number": 0.95
        },
        "line_items": [
          {
            "qty": null,
            "amount": 1905,
            "unit_price": null,
            "description": "Locate property corners, structures showing setbacks, distances to side lines, driveways, sidewalks, patios. Merriam Park 3rd Addition - 1969 Summit Avenue"
          }
        ],
        "vendor_name": "W. Brown Land Surveying, Inc.",
        "invoice_date": "2025-04-11",
        "project_name": "1969 Summit Avenue",
        "document_type": "invoice",
        "invoice_number": "70-25",
        "is_billable_invoice": true
      }
    ]
  }
}

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

Time

05/12/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload
{
  "total": "1905.00",
  "message": "Claude extraction parsed and stored.",
  "due_date": "2025-05-11",
  "jkath_terms": "Net 30",
  "process_key": "05-12-2026-034-INV-001",
  "vendor_name": "W. Brown Land Surveying, Inc.",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "2946",
  "invoice_date": "2025-04-11",
  "vendor_terms": null,
  "make_trace_id": "make-20260512_004507_068",
  "output_tokens": "441",
  "bill_import_id": "bill_8fa54cdd5e5b4bfaab2ad556f72ea864",
  "invoice_number": "70-25",
  "vendor_due_date": "2025-04-11",
  "source_file_name": "WB Brown Land Survey.pdf",
  "claude_message_id": "msg_01T94EYwDgFw4YEzt9LrL5xL",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1
}

Time

05/12/2026

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": "cmp1abior007kagtb7ykq3c8c",
  "vendor_id": "vend_306195aaca6743aab2bdafd4ecf66c03",
  "process_key": "05-12-2026-034-INV-001",
  "vendor_name": "W. Brown Land Surveying, Inc.",
  "make_trace_id": "make-20260512_004507_068",
  "bill_import_id": "bill_8fa54cdd5e5b4bfaab2ad556f72ea864",
  "canonical_name": "W. Brown Land Surveying Inc.",
  "category_count": 1,
  "invoice_number": "70-25",
  "category_options": [
    {
      "name": "Land Surveying",
      "notes": "Mapped from JKath historical QuickBooks export: Building Services:Land Surveying (1).",
      "expense_category_id": "cat_0d5f8072d02646a8af418cd898dc5658",
      "fully_qualified_name": "Building Services:Land Surveying",
      "quickbooks_account_id": "132",
      "vendor_expense_category_id": "cmp1bb11y004u13pfesxmug4i"
    }
  ],
  "source_file_name": "WB Brown Land Survey.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": "Land Surveying",
    "expense_category_id": "cat_0d5f8072d02646a8af418cd898dc5658",
    "quickbooks_account_id": "132",
    "selected_expense_category_id": "cat_0d5f8072d02646a8af418cd898dc5658",
    "selected_expense_category_name": "Land Surveying"
  },
  "expense_category_id": "cat_0d5f8072d02646a8af418cd898dc5658",
  "normalized_alias_key": "w brown land surveying inc",
  "quickbooks_vendor_id": "124",
  "default_expense_account": "Land Surveying",
  "missing_category_options": false
}

Time

05/12/2026

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": "05-12-2026-034-INV-001",
  "vendor_name": "W. Brown Land Surveying Inc.",
  "make_trace_id": "make-20260512_004507_068",
  "bill_import_id": "bill_8fa54cdd5e5b4bfaab2ad556f72ea864",
  "invoice_number": "70-25",
  "source_file_name": "WB Brown Land Survey.pdf",
  "quickbooks_vendor_id": "124",
  "quickbooks_account_id": "132",
  "existing_quickbooks_bill_id": null
}

Time

05/12/2026

Event

QB BILL CREATED

Message

QuickBooks Bill created.

Payload
{
  "path": "single_category_direct",
  "message": "QuickBooks Bill created from invoice import.",
  "process_key": "05-12-2026-034-INV-001",
  "make_trace_id": "make-20260512_004507_068",
  "bill_import_id": "bill_8fa54cdd5e5b4bfaab2ad556f72ea864",
  "source_file_name": "WB Brown Land Survey.pdf",
  "quickbooks_bill_id": "361",
  "quickbooks_payload": {
    "path": "single_category_direct",
    "total": "1905.00",
    "due_date": "2025-05-11",
    "doc_number": "70-25",
    "vendor_ref": "124",
    "account_ref": "132",
    "jkath_terms": "Net 30",
    "vendor_terms": "",
    "quickbooks_bill_id": "361"
  },
  "quickbooks_account_id": "132",
  "resolved_expense_category_id": "cat_0d5f8072d02646a8af418cd898dc5658"
}

Time

05/12/2026

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": "05-12-2026-034-INV-001",
  "make_trace_id": "make-20260512_004507_068",
  "bill_import_id": "bill_8fa54cdd5e5b4bfaab2ad556f72ea864",
  "source_file_name": "WB Brown Land Survey.pdf",
  "attachment_payload": {
    "path": "single_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "361"
  },
  "quickbooks_bill_id": "361"
}

Time

05/12/2026

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": "05-12-2026-034-INV-001",
  "make_trace_id": "make-20260512_004507_068",
  "bill_import_id": "bill_8fa54cdd5e5b4bfaab2ad556f72ea864",
  "final_file_name": "WBrownLandSurveyingInc_INV-70-25.pdf",
  "source_file_name": "WB Brown Land Survey.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/z0ye6a39pc00oe5robybx/WBrownLandSurveyingInc_INV-70-25.pdf?rlkey=i2zkl071lwy9gxsdm03so41h8&dl=0",
  "quickbooks_bill_id": "361",
  "multi_invoice_group_id": "bill_8fa54cdd5e5b4bfaab2ad556f72ea864"
}