JkathBusiness Portal

Invoice Record

05-12-2026-036-INV-009

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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-033125-440

Total

$440.00

Invoice data

Detected vendor
Jeremy Wenstad Const
Matched vendor
Unmatched
Matched alias
No alias
Category
Not assigned
Category method
Not selected
Invoice date
03/31/2025
Due date
04/30/2025
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
05-12-2026-036-INV-009
Run ID
05-12-2026-036
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
Jeremy Wenstad 43rd.pdf
Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Document is a statement (Adams DC5812 form), not a standard invoice. Document number 329155 appears at top in red — this may be a statement or reference number rather than an invoice number; invoice_number was generated using the missing-number rule since no invoice number is clearly printed. Vendor name 'Jeremy Wenstad Const' is handwritten and OCR quality is low — last word may be 'Const' (Construction) but is partially illegible. Line item description '43rd Ave' likely refers to a job address or project. Total amount of 440 is inferred from the line item; no explicit total amount box is filled in. Human review recommended.",
  "terms": null,
  "total": 440,
  "due_date": null,
  "shipping": 0,
  "subtotal": 440,
  "confidence": {
    "total": 0.75,
    "vendor_name": 0.6,
    "invoice_date": 0.9,
    "project_name": 0,
    "invoice_number": 1
  },
  "line_items": [
    {
      "qty": null,
      "amount": 440,
      "unit_price": null,
      "description": "43rd Ave"
    }
  ],
  "vendor_name": "Jeremy Wenstad Const",
  "invoice_date": "2025-03-31",
  "project_name": null,
  "document_type": "statement",
  "invoice_number": "jer-033125-440",
  "is_billable_invoice": false
}

Vendor match payload

No payload stored.

QB payload

No payload stored.

Raw payload

{
  "run_id": "run_cb99da4433154d8a89bd42b68c985da8",
  "source": "make.com",
  "run_key": "05-12-2026-036",
  "make_trace_id": "make-20260512_015845_054",
  "source_file_name": "Jeremy Wenstad 43rd.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy Wenstad 43rd.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjhg",
  "source_dropbox_rev": "0165199649fc69700000003549f4393",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1,
  "source_content_hash": "b5d1577a154ee1d43d6ed0df8e993e315309d0cf33eb60bd6ab62a4f1f322ed4",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy Wenstad 43rd.pdf",
  "multi_invoice_group_id": "bill_c8be8a618f7d4656acf98306d18fe828",
  "processing_dropbox_rev": "01651996d48f42400000003549f4393",
  "multi_invoice_source_payload": {
    "notes": "Single-page scanned statement on an Adams DC5812 form. Handwritten entries with moderate OCR difficulty. The number 329155 printed in red at the top may be a pre-printed form number or statement number. No CURRENT, OVER 30 DAYS, OVER 60 DAYS, or TOTAL AMOUNT fields are filled in. Document classified as a statement; is_billable_invoice set to false.",
    "invoices": [
      {
        "tax": 0,
        "notes": "Document is a statement (Adams DC5812 form), not a standard invoice. Document number 329155 appears at top in red — this may be a statement or reference number rather than an invoice number; invoice_number was generated using the missing-number rule since no invoice number is clearly printed. Vendor name 'Jeremy Wenstad Const' is handwritten and OCR quality is low — last word may be 'Const' (Construction) but is partially illegible. Line item description '43rd Ave' likely refers to a job address or project. Total amount of 440 is inferred from the line item; no explicit total amount box is filled in. Human review recommended.",
        "terms": null,
        "total": 440,
        "due_date": null,
        "shipping": 0,
        "subtotal": 440,
        "confidence": {
          "total": 0.75,
          "vendor_name": 0.6,
          "invoice_date": 0.9,
          "project_name": 0,
          "invoice_number": 1
        },
        "line_items": [
          {
            "qty": null,
            "amount": 440,
            "unit_price": null,
            "description": "43rd Ave"
          }
        ],
        "vendor_name": "Jeremy Wenstad Const",
        "invoice_date": "2025-03-31",
        "project_name": null,
        "document_type": "statement",
        "invoice_number": "jer-033125-440",
        "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 Wenstad 43rd.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy Wenstad 43rd.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy Wenstad 43rd.pdf"
}

Time

05/12/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload
{
  "total": "440",
  "message": "Claude extraction parsed and stored.",
  "due_date": "2025-04-30",
  "jkath_terms": "Net 30",
  "process_key": "05-12-2026-036-INV-009",
  "vendor_name": "Jeremy Wenstad Const",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "2957",
  "invoice_date": "2025-03-31",
  "vendor_terms": null,
  "make_trace_id": "make-20260512_015845_054",
  "output_tokens": "512",
  "bill_import_id": "bill_c8be8a618f7d4656acf98306d18fe828",
  "invoice_number": "jer-033125-440",
  "vendor_due_date": null,
  "source_file_name": "Jeremy Wenstad 43rd.pdf",
  "claude_message_id": "msg_01DTEMjNXrNmPGPgiABsfT2p",
  "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 DC5812 form), not a standard invoice. Document number 329155 appears at top in red — this may be a statement or reference number rather than an invoice number; invoice_number was generated using the missing-number rule since no invoice number is clearly printed. Vendor name 'Jeremy Wenstad Const' is handwritten and OCR quality is low — last word may be 'Const' (Construction) but is partially illegible. Line item description '43rd Ave' likely refers to a job address or project. Total amount of 440 is inferred from the line item; no explicit total amount box is filled in. Human review recommended.",
  "total": "440",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-12-2026-036-INV-009",
  "vendor_name": "Jeremy Wenstad Const",
  "invoice_date": "2025-03-31",
  "document_type": "statement",
  "make_trace_id": "make-20260512_015845_054",
  "review_reason": "Claude marked the document as not billable for QuickBooks bill creation (type: statement)",
  "bill_import_id": "bill_c8be8a618f7d4656acf98306d18fe828",
  "invoice_number": "jer-033125-440",
  "final_file_name": "Jeremy Wenstad 43rd_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/Jeremy Wenstad 43rd_REVIEW.pdf",
  "source_file_name": "Jeremy Wenstad 43rd.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy Wenstad 43rd.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/vve9kw3yp7gp9x2vyotkq/Jeremy-Wenstad-43rd_REVIEW.pdf?rlkey=l63ec2jz5trq2wkh85gdjjhoq&dl=0",
  "is_billable_invoice": "false",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy Wenstad 43rd.pdf",
  "multi_invoice_group_id": "bill_c8be8a618f7d4656acf98306d18fe828"
}