JkathBusiness Portal

Invoice Record

05-12-2026-035-INV-001

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

329162

Total

$845.00

Invoice data

Detected vendor
Jeremy Wenstad Const
Matched vendor
Unmatched
Matched alias
No alias
Category
Not assigned
Category method
Not selected
Invoice date
01/21/2025
Due date
02/20/2025
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
05-12-2026-035-INV-001
Run ID
05-12-2026-035
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 (Adams form DC5812), not a standard unpaid vendor invoice; is_billable_invoice set to false. Statement number 329162 printed in top right corner used as invoice_number. Vendor name read as 'Jeremy Wenstad Const' — handwritten and OCR quality is moderate; full name may be 'Jeremy Wenstad Construction'. Date interpreted as 2025-01-21 but handwriting is somewhat ambiguous. 'To' field reads 'J Kath'. Line item amounts 595 and 250 sum to 845, matching the stated total amount. Scanned image with handwritten entries; moderate OCR confidence throughout.",
  "terms": null,
  "total": 845,
  "due_date": null,
  "shipping": 0,
  "subtotal": 845,
  "confidence": {
    "total": 0.85,
    "vendor_name": 0.7,
    "invoice_date": 0.75,
    "project_name": 0.8,
    "invoice_number": 0.9
  },
  "line_items": [
    {
      "qty": null,
      "amount": 595,
      "unit_price": null,
      "description": "Framing"
    },
    {
      "qty": null,
      "amount": 250,
      "unit_price": null,
      "description": "Materials"
    }
  ],
  "vendor_name": "Jeremy Wenstad Const",
  "invoice_date": "2025-01-21",
  "project_name": "Arden",
  "document_type": "statement",
  "invoice_number": "329162",
  "is_billable_invoice": false
}

Vendor match payload

No payload stored.

QB payload

No payload stored.

Raw payload

{
  "run_id": "run_49f19d26eedd498d8afaa6b65bf18a07",
  "source": "make.com",
  "run_key": "05-12-2026-035",
  "make_trace_id": "make-20260512_014136_628",
  "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_xJiKhAAAAAAAABjbA",
  "source_dropbox_rev": "016519924aac10a00000003549f4393",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1,
  "source_content_hash": "3979c2e5e66d5ab461134e382a9e8ab5044034f9b739e4a289196093f207249e",
  "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_53319facb1f34fddbfadfb43db9fc391",
  "processing_dropbox_rev": "016519927bb5eba00000003549f4393",
  "multi_invoice_source_payload": {
    "notes": "Single statement document scanned via CamScanner. Handwritten entries throughout; moderate OCR confidence. Document is a billing statement from Jeremy Wenstad Const to J Kath, referencing project 'Arden' with line items for Framing ($595) and Materials ($250), totaling $845.",
    "invoices": [
      {
        "tax": 0,
        "notes": "Document is a statement (Adams form DC5812), not a standard unpaid vendor invoice; is_billable_invoice set to false. Statement number 329162 printed in top right corner used as invoice_number. Vendor name read as 'Jeremy Wenstad Const' — handwritten and OCR quality is moderate; full name may be 'Jeremy Wenstad Construction'. Date interpreted as 2025-01-21 but handwriting is somewhat ambiguous. 'To' field reads 'J Kath'. Line item amounts 595 and 250 sum to 845, matching the stated total amount. Scanned image with handwritten entries; moderate OCR confidence throughout.",
        "terms": null,
        "total": 845,
        "due_date": null,
        "shipping": 0,
        "subtotal": 845,
        "confidence": {
          "total": 0.85,
          "vendor_name": 0.7,
          "invoice_date": 0.75,
          "project_name": 0.8,
          "invoice_number": 0.9
        },
        "line_items": [
          {
            "qty": null,
            "amount": 595,
            "unit_price": null,
            "description": "Framing"
          },
          {
            "qty": null,
            "amount": 250,
            "unit_price": null,
            "description": "Materials"
          }
        ],
        "vendor_name": "Jeremy Wenstad Const",
        "invoice_date": "2025-01-21",
        "project_name": "Arden",
        "document_type": "statement",
        "invoice_number": "329162",
        "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": "845",
  "message": "Claude extraction parsed and stored.",
  "due_date": "2025-02-20",
  "jkath_terms": "Net 30",
  "process_key": "05-12-2026-035-INV-001",
  "vendor_name": "Jeremy Wenstad Const",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "2957",
  "invoice_date": "2025-01-21",
  "vendor_terms": null,
  "make_trace_id": "make-20260512_014136_628",
  "output_tokens": "512",
  "bill_import_id": "bill_53319facb1f34fddbfadfb43db9fc391",
  "invoice_number": "329162",
  "vendor_due_date": null,
  "source_file_name": "Jeremy Arden.pdf",
  "claude_message_id": "msg_012jxc9Sqzz2eBqU9dxvGth6",
  "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 (Adams form DC5812), not a standard unpaid vendor invoice; is_billable_invoice set to false. Statement number 329162 printed in top right corner used as invoice_number. Vendor name read as 'Jeremy Wenstad Const' — handwritten and OCR quality is moderate; full name may be 'Jeremy Wenstad Construction'. Date interpreted as 2025-01-21 but handwriting is somewhat ambiguous. 'To' field reads 'J Kath'. Line item amounts 595 and 250 sum to 845, matching the stated total amount. Scanned image with handwritten entries; moderate OCR confidence throughout.",
  "total": "845",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-12-2026-035-INV-001",
  "vendor_name": "Jeremy Wenstad Const",
  "invoice_date": "2025-01-21",
  "document_type": "statement",
  "make_trace_id": "make-20260512_014136_628",
  "review_reason": "Claude marked the document as not billable for QuickBooks bill creation (type: statement)",
  "bill_import_id": "bill_53319facb1f34fddbfadfb43db9fc391",
  "invoice_number": "329162",
  "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/krle048kozxqfsfleeknt/Jeremy-Arden_REVIEW.pdf?rlkey=6e1xxxsm3kiktuktvo17n26dq&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_53319facb1f34fddbfadfb43db9fc391"
}