JkathBusiness Portal

Invoice Record

05-12-2026-036-INV-014

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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-033125-425

Total

$425.00

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-014
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 Lakeview.pdf
Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Document is a statement, not a standard unpaid vendor invoice; is_billable_invoice set to false. No invoice number printed; generated using missing-number rule: jer-033125-425. The 'TO' field reads 'J Kath' (likely the customer/recipient). Vendor name abbreviated as 'Jeremy Wenstad Const' — full legal name may differ. Scanned image with handwritten entries; OCR confidence moderate.",
  "terms": null,
  "total": 425,
  "due_date": null,
  "shipping": 0,
  "subtotal": 425,
  "confidence": {
    "total": 0.9,
    "vendor_name": 0.85,
    "invoice_date": 0.95,
    "project_name": 0.9,
    "invoice_number": 1
  },
  "line_items": [
    {
      "qty": null,
      "amount": 425,
      "unit_price": null,
      "description": "Lake View"
    }
  ],
  "vendor_name": "Jeremy Wenstad Const",
  "invoice_date": "2025-03-31",
  "project_name": "Lake View",
  "document_type": "statement",
  "invoice_number": "jer-033125-425",
  "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 Lakeview.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy Wenstad Lakeview.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjfA",
  "source_dropbox_rev": "016519964aaa32300000003549f4393",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1,
  "source_content_hash": "aabf04cabaebcb2d6b1e8ea05f1401750e691428b95a406f51bc393f6d5611ea",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy Wenstad Lakeview.pdf",
  "multi_invoice_group_id": "bill_a8d8832c96314c8c93e9d2b8160e8146",
  "processing_dropbox_rev": "01651997264719200000003549f4393",
  "multi_invoice_source_payload": {
    "notes": "Single-page handwritten statement from Jeremy Wenstad Const dated 3/31/25, addressed to J Kath, referencing a 'Lake View' project with an amount of $425. Document number 329156 appears at top right but appears to be a form/pad number rather than an invoice number. Classified as statement rather than billable invoice.",
    "invoices": [
      {
        "tax": 0,
        "notes": "Document is a statement, not a standard unpaid vendor invoice; is_billable_invoice set to false. No invoice number printed; generated using missing-number rule: jer-033125-425. The 'TO' field reads 'J Kath' (likely the customer/recipient). Vendor name abbreviated as 'Jeremy Wenstad Const' — full legal name may differ. Scanned image with handwritten entries; OCR confidence moderate.",
        "terms": null,
        "total": 425,
        "due_date": null,
        "shipping": 0,
        "subtotal": 425,
        "confidence": {
          "total": 0.9,
          "vendor_name": 0.85,
          "invoice_date": 0.95,
          "project_name": 0.9,
          "invoice_number": 1
        },
        "line_items": [
          {
            "qty": null,
            "amount": 425,
            "unit_price": null,
            "description": "Lake View"
          }
        ],
        "vendor_name": "Jeremy Wenstad Const",
        "invoice_date": "2025-03-31",
        "project_name": "Lake View",
        "document_type": "statement",
        "invoice_number": "jer-033125-425",
        "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 Lakeview.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy Wenstad Lakeview.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy Wenstad Lakeview.pdf"
}

Time

05/12/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload
{
  "total": "425.00",
  "message": "Claude extraction parsed and stored.",
  "due_date": "2025-04-30",
  "jkath_terms": "Net 30",
  "process_key": "05-12-2026-036-INV-014",
  "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": "457",
  "bill_import_id": "bill_a8d8832c96314c8c93e9d2b8160e8146",
  "invoice_number": "jer-033125-425",
  "vendor_due_date": null,
  "source_file_name": "Jeremy Wenstad Lakeview.pdf",
  "claude_message_id": "msg_019SpnhTTBThQu5qQak2zCPr",
  "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, not a standard unpaid vendor invoice; is_billable_invoice set to false. No invoice number printed; generated using missing-number rule: jer-033125-425. The 'TO' field reads 'J Kath' (likely the customer/recipient). Vendor name abbreviated as 'Jeremy Wenstad Const' — full legal name may differ. Scanned image with handwritten entries; OCR confidence moderate.",
  "total": "425.00",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-12-2026-036-INV-014",
  "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_a8d8832c96314c8c93e9d2b8160e8146",
  "invoice_number": "jer-033125-425",
  "final_file_name": "Jeremy Wenstad Lakeview_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/Jeremy Wenstad Lakeview_REVIEW.pdf",
  "source_file_name": "Jeremy Wenstad Lakeview.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy Wenstad Lakeview.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/hqt7zmhqann5rmytjmf4a/Jeremy-Wenstad-Lakeview_REVIEW.pdf?rlkey=jx4jwpo0n31vgbnm1ku3g2fjy&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 Lakeview.pdf",
  "multi_invoice_group_id": "bill_a8d8832c96314c8c93e9d2b8160e8146"
}