JkathBusiness Portal

Invoice Record

05-12-2026-037-INV-016

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

329171

Total

$4,250.00

Invoice data

Detected vendor
Jeremy Wenstad Const
Matched vendor
Unmatched
Matched alias
No alias
Category
Not assigned
Category method
Not selected
Invoice date
06/05/2025
Due date
07/05/2025
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
05-12-2026-037-INV-016
Run ID
05-12-2026-037
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
Jeremy - Maiden Rock.pdf
Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Document is classified as a statement (form header reads 'Statement'). Statement number 329171 printed in red at top. Vendor name partially abbreviated as 'Jeremy Wenstad Const' — full name may be 'Jeremy Wenstad Construction'. Line item for PM (Project Management?) under Maiden Rock is $750; Refinish Floors is $3,500; total $4,250. Scanned handwritten document; OCR confidence moderate. is_billable_invoice set to false because document type is a statement, not a standard unpaid vendor invoice.",
  "terms": null,
  "total": 4250,
  "due_date": null,
  "shipping": 0,
  "subtotal": 4250,
  "confidence": {
    "total": 0.95,
    "vendor_name": 0.8,
    "invoice_date": 0.95,
    "project_name": 0.9,
    "invoice_number": 0.95
  },
  "line_items": [
    {
      "qty": null,
      "amount": 750,
      "unit_price": null,
      "description": "Maiden Rock PM"
    },
    {
      "qty": null,
      "amount": 3500,
      "unit_price": null,
      "description": "Refinish Floors"
    }
  ],
  "vendor_name": "Jeremy Wenstad Const",
  "invoice_date": "2025-06-05",
  "project_name": "Maiden Rock",
  "document_type": "statement",
  "invoice_number": "329171",
  "is_billable_invoice": false
}

Vendor match payload

No payload stored.

QB payload

No payload stored.

Raw payload

{
  "run_id": "run_d117948ad0ec46ec87f05b9be67f78c8",
  "source": "make.com",
  "run_key": "05-12-2026-037",
  "make_trace_id": "make-20260512_020557_528",
  "source_file_name": "Jeremy - Maiden Rock.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy - Maiden Rock.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABf6w",
  "source_dropbox_rev": "01651997e72638e00000003549f4393",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1,
  "source_content_hash": "154c54cf90bb8cac1351c7392f650aa3354ae5a7b66a21e465cb97a2b837396c",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy - Maiden Rock.pdf",
  "multi_invoice_group_id": "bill_c3a955baa1494c5ba39ff5d873db8861",
  "processing_dropbox_rev": "01651998e0c204200000003549f4393",
  "multi_invoice_source_payload": {
    "notes": "Single statement document. Statement number 329171 is used as invoice_number. Addressed to 'J Kath' from 'Jeremy Wenstad Const'. Total amount due is $4,250.",
    "invoices": [
      {
        "tax": 0,
        "notes": "Document is classified as a statement (form header reads 'Statement'). Statement number 329171 printed in red at top. Vendor name partially abbreviated as 'Jeremy Wenstad Const' — full name may be 'Jeremy Wenstad Construction'. Line item for PM (Project Management?) under Maiden Rock is $750; Refinish Floors is $3,500; total $4,250. Scanned handwritten document; OCR confidence moderate. is_billable_invoice set to false because document type is a statement, not a standard unpaid vendor invoice.",
        "terms": null,
        "total": 4250,
        "due_date": null,
        "shipping": 0,
        "subtotal": 4250,
        "confidence": {
          "total": 0.95,
          "vendor_name": 0.8,
          "invoice_date": 0.95,
          "project_name": 0.9,
          "invoice_number": 0.95
        },
        "line_items": [
          {
            "qty": null,
            "amount": 750,
            "unit_price": null,
            "description": "Maiden Rock PM"
          },
          {
            "qty": null,
            "amount": 3500,
            "unit_price": null,
            "description": "Refinish Floors"
          }
        ],
        "vendor_name": "Jeremy Wenstad Const",
        "invoice_date": "2025-06-05",
        "project_name": "Maiden Rock",
        "document_type": "statement",
        "invoice_number": "329171",
        "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 - Maiden Rock.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy - Maiden Rock.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy - Maiden Rock.pdf"
}

Time

05/12/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload
{
  "total": "4250",
  "message": "Claude extraction parsed and stored.",
  "due_date": "2025-07-05",
  "jkath_terms": "Net 30",
  "process_key": "05-12-2026-037-INV-016",
  "vendor_name": "Jeremy Wenstad Const",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "2957",
  "invoice_date": "2025-06-05",
  "vendor_terms": null,
  "make_trace_id": "make-20260512_020557_528",
  "output_tokens": "471",
  "bill_import_id": "bill_c3a955baa1494c5ba39ff5d873db8861",
  "invoice_number": "329171",
  "vendor_due_date": null,
  "source_file_name": "Jeremy - Maiden Rock.pdf",
  "claude_message_id": "msg_01PrT5hdGEsPYiL9cXHTTmjC",
  "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 classified as a statement (form header reads 'Statement'). Statement number 329171 printed in red at top. Vendor name partially abbreviated as 'Jeremy Wenstad Const' — full name may be 'Jeremy Wenstad Construction'. Line item for PM (Project Management?) under Maiden Rock is $750; Refinish Floors is $3,500; total $4,250. Scanned handwritten document; OCR confidence moderate. is_billable_invoice set to false because document type is a statement, not a standard unpaid vendor invoice.",
  "total": "4250",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-12-2026-037-INV-016",
  "vendor_name": "Jeremy Wenstad Const",
  "invoice_date": "2025-06-05",
  "document_type": "statement",
  "make_trace_id": "make-20260512_020557_528",
  "review_reason": "Claude marked the document as not billable for QuickBooks bill creation (type: statement)",
  "bill_import_id": "bill_c3a955baa1494c5ba39ff5d873db8861",
  "invoice_number": "329171",
  "final_file_name": "Jeremy - Maiden Rock_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/Jeremy - Maiden Rock_REVIEW.pdf",
  "source_file_name": "Jeremy - Maiden Rock.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Jeremy - Maiden Rock.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/q01oezcqll48jmmqdiwf4/Jeremy-Maiden-Rock_REVIEW.pdf?rlkey=1noxoqorz3bdtiv5q9wbs156r&dl=0",
  "is_billable_invoice": "false",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Jeremy - Maiden Rock.pdf",
  "multi_invoice_group_id": "bill_c3a955baa1494c5ba39ff5d873db8861"
}