JkathBusiness Portal

Invoice Record

05-12-2026-034-INV-015

JJ Woodcraft LLC
Back to bill imports

Bill Created Successfully

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

Status

Created in QB

Invoice

1462

Total

$5,000.00

Invoice data

Detected vendor
JJ Woodcraft LLC
Matched vendor
JJ Woodcraft LLC
Matched alias
JJ Woodcraft LLC
Category
Building Services:Carpentry
Category method
Claude category selection
Invoice date
04/12/2025
Due date
05/12/2025
Vendor terms
Net 30
Jkath terms
Net 30
QB Bill ID
373

Category reason

The line item is explicitly described as 'Cabinet Install' plus additional carpentry work including beadboard wainscoting, jamb demo/extensions, casing, and a floating shelf. While cabinet materials could be relevant, this invoice is entirely for labor and installation services (no materials are being purchased separately). The scope — installation, demo, extensions, casing, and shelving — aligns strongly with the Carpentry category, which covers building services. Cabinet Materials is mapped to physical material purchases, not installation labor.

File result

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

Processing Context

Invoice ID
05-12-2026-034-INV-015
Run ID
05-12-2026-034
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
JJ Woodcraft.pdf
Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Line item description includes a cost breakdown: $3,450 for cabinet install and $1,550 for additional scope (beadboard wainscoting, jamb demo/extensions, casing, floating shelf above kitchen sink). Project name inferred from the job site address in the line item description. Bill-to customer is JKath.",
  "terms": "Net 30",
  "total": 5000,
  "due_date": "2025-05-12",
  "shipping": 0,
  "subtotal": 5000,
  "confidence": {
    "total": 1,
    "vendor_name": 1,
    "invoice_date": 1,
    "project_name": 0.9,
    "invoice_number": 1
  },
  "line_items": [
    {
      "qty": 1,
      "amount": 5000,
      "unit_price": 5000,
      "description": "Cabinet Install – 2908 43rd Ave S MPLS. Includes $3,450 for cabinet install and $1,550 added for beadboard wainscoting, jamb demo/extensions, casing, and floating shelf above the kitchen sink."
    }
  ],
  "vendor_name": "JJ Woodcraft LLC",
  "invoice_date": "2025-04-12",
  "project_name": "2908 43rd Ave S MPLS",
  "document_type": "invoice",
  "invoice_number": "1462",
  "is_billable_invoice": true
}

Vendor match payload

{
  "alias_lookup": {
    "found": true,
    "alias_id": "cmp1abcyx0032agtbsv00x1fg",
    "vendor_id": "vend_ed86bd47d24c4cf9a2ea9e9cc8fbd61a",
    "alias_name": "JJ Woodcraft LLC",
    "canonical_name": "JJ Woodcraft LLC",
    "category_count": 2,
    "category_options": [
      {
        "name": "Cabinet Materials",
        "notes": "Mapped from JKath historical QuickBooks export: Building Materials:Cabinet Materials (1).",
        "expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
        "fully_qualified_name": "Building Materials:Cabinet Materials",
        "quickbooks_account_id": "105",
        "vendor_expense_category_id": "cmp1baw22002213pf5zdddkyd"
      },
      {
        "name": "Carpentry",
        "notes": "Mapped from JKath historical QuickBooks export: Building Services:Carpentry (10).",
        "expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459",
        "fully_qualified_name": "Building Services:Carpentry",
        "quickbooks_account_id": "119",
        "vendor_expense_category_id": "cmp1baw4m002413pf2c6i6fia"
      }
    ],
    "expense_category_id": null,
    "normalized_alias_key": "jj woodcraft llc",
    "quickbooks_vendor_id": "41",
    "quickbooks_account_id": null,
    "default_expense_account": null,
    "invoice_processing_notes": null,
    "missing_category_options": false
  },
  "category_selection": {
    "reason": "The line item is explicitly described as 'Cabinet Install' plus additional carpentry work including beadboard wainscoting, jamb demo/extensions, casing, and a floating shelf. While cabinet materials could be relevant, this invoice is entirely for labor and installation services (no materials are being purchased separately). The scope — installation, demo, extensions, casing, and shelving — aligns strongly with the Carpentry category, which covers building services. Cabinet Materials is mapped to physical material purchases, not installation labor.",
    "confidence": 0.82,
    "category_name": "Carpentry",
    "expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459",
    "quickbooks_account_id": "119",
    "selected_expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459",
    "selected_expense_category_name": "Carpentry"
  }
}

QB payload

{
  "lookup": {
    "quickbooks_vendor_id": "41",
    "quickbooks_account_id": "119",
    "existing_quickbooks_bill_id": null
  },
  "bill_created": {
    "path": "multi_category_direct",
    "total": "5000.00",
    "due_date": "2025-05-12",
    "doc_number": "1462",
    "vendor_ref": "41",
    "account_ref": "119",
    "jkath_terms": "Net 30",
    "vendor_terms": "Net 30",
    "quickbooks_bill_id": "373",
    "resolved_expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459"
  },
  "attachment_uploaded": {
    "path": "multi_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "373"
  }
}

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": "JJ Woodcraft.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/JJ Woodcraft.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjRw",
  "source_dropbox_rev": "01651985d926f8c00000003549f4393",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1,
  "source_content_hash": "d8cad7e73720a23d3d9b03de04130a32a05b1343abbc111307a4b559c1e0f47d",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/JJ Woodcraft.pdf",
  "multi_invoice_group_id": "bill_3869305c723f4cbabf7a58cb6233a64e",
  "processing_dropbox_rev": "01651986f3b4d8d00000003549f4393",
  "multi_invoice_source_payload": {
    "notes": "Single invoice in this PDF. No tax or shipping charges present. Payment can be made by check payable to JJ Woodcraft LLC or via bank transfer.",
    "invoices": [
      {
        "tax": 0,
        "notes": "Line item description includes a cost breakdown: $3,450 for cabinet install and $1,550 for additional scope (beadboard wainscoting, jamb demo/extensions, casing, floating shelf above kitchen sink). Project name inferred from the job site address in the line item description. Bill-to customer is JKath.",
        "terms": "Net 30",
        "total": 5000,
        "due_date": "2025-05-12",
        "shipping": 0,
        "subtotal": 5000,
        "confidence": {
          "total": 1,
          "vendor_name": 1,
          "invoice_date": 1,
          "project_name": 0.9,
          "invoice_number": 1
        },
        "line_items": [
          {
            "qty": 1,
            "amount": 5000,
            "unit_price": 5000,
            "description": "Cabinet Install – 2908 43rd Ave S MPLS. Includes $3,450 for cabinet install and $1,550 added for beadboard wainscoting, jamb demo/extensions, casing, and floating shelf above the kitchen sink."
          }
        ],
        "vendor_name": "JJ Woodcraft LLC",
        "invoice_date": "2025-04-12",
        "project_name": "2908 43rd Ave S MPLS",
        "document_type": "invoice",
        "invoice_number": "1462",
        "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": "JJ Woodcraft.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/JJ Woodcraft.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/JJ Woodcraft.pdf"
}

Time

05/12/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload
{
  "total": "5000.00",
  "message": "Claude extraction parsed and stored.",
  "due_date": "2025-05-12",
  "jkath_terms": "Net 30",
  "process_key": "05-12-2026-034-INV-015",
  "vendor_name": "JJ Woodcraft LLC",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3182",
  "invoice_date": "2025-04-12",
  "vendor_terms": "Net 30",
  "make_trace_id": "make-20260512_004507_068",
  "output_tokens": "456",
  "bill_import_id": "bill_3869305c723f4cbabf7a58cb6233a64e",
  "invoice_number": "1462",
  "vendor_due_date": "2025-05-12",
  "source_file_name": "JJ Woodcraft.pdf",
  "claude_message_id": "msg_016WrM4yh3G4c9bSeJGyLz7i",
  "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": "cmp1abcyx0032agtbsv00x1fg",
  "vendor_id": "vend_ed86bd47d24c4cf9a2ea9e9cc8fbd61a",
  "process_key": "05-12-2026-034-INV-015",
  "vendor_name": "JJ Woodcraft LLC",
  "make_trace_id": "make-20260512_004507_068",
  "bill_import_id": "bill_3869305c723f4cbabf7a58cb6233a64e",
  "canonical_name": "JJ Woodcraft LLC",
  "category_count": 2,
  "invoice_number": "1462",
  "category_options": [
    {
      "name": "Cabinet Materials",
      "notes": "Mapped from JKath historical QuickBooks export: Building Materials:Cabinet Materials (1).",
      "expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
      "fully_qualified_name": "Building Materials:Cabinet Materials",
      "quickbooks_account_id": "105",
      "vendor_expense_category_id": "cmp1baw22002213pf5zdddkyd"
    },
    {
      "name": "Carpentry",
      "notes": "Mapped from JKath historical QuickBooks export: Building Services:Carpentry (10).",
      "expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459",
      "fully_qualified_name": "Building Services:Carpentry",
      "quickbooks_account_id": "119",
      "vendor_expense_category_id": "cmp1baw4m002413pf2c6i6fia"
    }
  ],
  "source_file_name": "JJ Woodcraft.pdf",
  "expense_category_id": null,
  "normalized_alias_key": "jj woodcraft llc",
  "quickbooks_vendor_id": "41",
  "default_expense_account": null,
  "missing_category_options": false
}

Time

05/12/2026

Event

CATEGORY SELECTION COMPLETED

Message

Expense category selected for bill import.

Payload
{
  "message": "Claude selected an expense category from allowed portal options.",
  "process_key": "05-12-2026-034-INV-015",
  "vendor_name": "JJ Woodcraft LLC",
  "category_name": "Carpentry",
  "make_trace_id": "make-20260512_004507_068",
  "bill_import_id": "bill_3869305c723f4cbabf7a58cb6233a64e",
  "source_file_name": "JJ Woodcraft.pdf",
  "selection_payload": {
    "reason": "The line item is explicitly described as 'Cabinet Install' plus additional carpentry work including beadboard wainscoting, jamb demo/extensions, casing, and a floating shelf. While cabinet materials could be relevant, this invoice is entirely for labor and installation services (no materials are being purchased separately). The scope — installation, demo, extensions, casing, and shelving — aligns strongly with the Carpentry category, which covers building services. Cabinet Materials is mapped to physical material purchases, not installation labor.",
    "confidence": 0.82,
    "selected_expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459",
    "selected_expense_category_name": "Carpentry"
  },
  "expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459",
  "quickbooks_account_id": "119"
}

Time

05/12/2026

Event

QB LOOKUP COMPLETED

Message

QuickBooks vendor, account, and duplicate bill lookup completed.

Payload
{
  "path": "multi_category_direct",
  "message": "QuickBooks lookup completed before create-or-duplicate routing.",
  "process_key": "05-12-2026-034-INV-015",
  "vendor_name": "JJ Woodcraft LLC",
  "make_trace_id": "make-20260512_004507_068",
  "bill_import_id": "bill_3869305c723f4cbabf7a58cb6233a64e",
  "invoice_number": "1462",
  "source_file_name": "JJ Woodcraft.pdf",
  "quickbooks_vendor_id": "41",
  "quickbooks_account_id": "119",
  "existing_quickbooks_bill_id": null
}

Time

05/12/2026

Event

QB BILL CREATED

Message

QuickBooks Bill created.

Payload
{
  "path": "multi_category_direct",
  "message": "QuickBooks Bill created from invoice import.",
  "process_key": "05-12-2026-034-INV-015",
  "make_trace_id": "make-20260512_004507_068",
  "bill_import_id": "bill_3869305c723f4cbabf7a58cb6233a64e",
  "source_file_name": "JJ Woodcraft.pdf",
  "quickbooks_bill_id": "373",
  "quickbooks_payload": {
    "path": "multi_category_direct",
    "total": "5000.00",
    "due_date": "2025-05-12",
    "doc_number": "1462",
    "vendor_ref": "41",
    "account_ref": "119",
    "jkath_terms": "Net 30",
    "vendor_terms": "Net 30",
    "quickbooks_bill_id": "373"
  },
  "quickbooks_account_id": "119",
  "resolved_expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459"
}

Time

05/12/2026

Event

ATTACHMENT UPLOADED

Message

Source file attached to the QuickBooks Bill.

Payload
{
  "path": "multi_category_direct",
  "message": "Source file uploaded to QuickBooks Bill.",
  "process_key": "05-12-2026-034-INV-015",
  "make_trace_id": "make-20260512_004507_068",
  "bill_import_id": "bill_3869305c723f4cbabf7a58cb6233a64e",
  "source_file_name": "JJ Woodcraft.pdf",
  "attachment_payload": {
    "path": "multi_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "373"
  },
  "quickbooks_bill_id": "373"
}

Time

05/12/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload
{
  "path": "multi_category_direct",
  "status": "CREATED_IN_QBO",
  "message": "Processed invoice file moved after QuickBooks Bill creation.",
  "outcome": "processed",
  "process_key": "05-12-2026-034-INV-015",
  "make_trace_id": "make-20260512_004507_068",
  "bill_import_id": "bill_3869305c723f4cbabf7a58cb6233a64e",
  "final_file_name": "JJWoodcraftLLC_INV-1462.pdf",
  "source_file_name": "JJ Woodcraft.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/z4dofwrq7s1e4fx7dgea7/JJWoodcraftLLC_INV-1462.pdf?rlkey=s2mwpmy2yirtgz5hljw4iavhn&dl=0",
  "quickbooks_bill_id": "373",
  "multi_invoice_group_id": "bill_3869305c723f4cbabf7a58cb6233a64e"
}