JkathBusiness Portal

Invoice Record

05-12-2026-037-INV-021

Granite-Tops LLC
Back to run

Bill Created Successfully

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

Status

Created in QB

Invoice

INV-104891

Total

$4,937.50

Invoice data

Detected vendor
Granite-Tops
Matched vendor
Granite-Tops LLC
Matched alias
Granite-Tops
Category
Building Materials:Granite or Solid Surface
Category method
Single assignable category
Invoice date
04/28/2025
Due date
05/28/2025
Vendor terms
Net 30
Jkath terms
Net 30
QB Bill ID
412

Category reason

Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.

File result

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

Processing Context

Invoice ID
05-12-2026-037-INV-021
Run ID
05-12-2026-037
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
INV 104891.pdf
Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Invoice is from Granite-Tops / Stone Countertop Outlet (a Granite-Tops Company). Vendor address: 1480 Prairie Drive, Cold Spring MN 56320. Project coordinator: Morgel, Merry C. Final price is subject to change per invoice terms. No tax listed. Delivery/freight included as a line item in subtotal so shipping set to 0.",
  "terms": "Net 30",
  "total": 4937.5,
  "due_date": "2025-05-28",
  "shipping": 0,
  "subtotal": 4937.5,
  "confidence": {
    "total": 0.99,
    "vendor_name": 0.97,
    "invoice_date": 0.99,
    "project_name": 0.99,
    "invoice_number": 0.99
  },
  "line_items": [
    {
      "qty": null,
      "amount": 3850,
      "unit_price": null,
      "description": "KITCHEN PERIMETER (Bid w/Standard slide-in range) - Q Quartz Countertops: Calacatta Valentin (3cm), Eased Edge, No Backsplash. Does not include countertop at the existing sink area."
    },
    {
      "qty": null,
      "amount": 100,
      "unit_price": null,
      "description": "RANGE SHELF - Quartz Countertops (3cm): Color: Calacatta Valentin, Eased Edge. Supports will be needed."
    },
    {
      "qty": null,
      "amount": 600,
      "unit_price": null,
      "description": "HALF BATH VANITY - Quartz Countertops (3cm): Color: Hanstone Calacatta Venato from Granite-Tops small stock, Eased Edge"
    },
    {
      "qty": null,
      "amount": 150,
      "unit_price": null,
      "description": "Undermount Sink Finishing (Does not include sink)"
    },
    {
      "qty": null,
      "amount": 82.5,
      "unit_price": null,
      "description": "Up to 3\" Back Splash: Milled to 3/4\" Thick"
    },
    {
      "qty": null,
      "amount": 125,
      "unit_price": null,
      "description": "Field Measure and Delivery: Includes initial field measure and install, other trips will incur additional costs."
    },
    {
      "qty": null,
      "amount": 30,
      "unit_price": null,
      "description": "Fuel Surcharge"
    }
  ],
  "vendor_name": "Granite-Tops",
  "invoice_date": "2025-04-28",
  "project_name": "43rd Ave S",
  "document_type": "invoice",
  "invoice_number": "INV-104891",
  "is_billable_invoice": true
}

Vendor match payload

{
  "alias_lookup": {
    "found": true,
    "alias_id": "alias_8bc664bd98704c4f99c45412b3427df9",
    "vendor_id": "vend_29df8631a3a2445e89ce5b51e8753c16",
    "alias_name": "Granite-Tops",
    "canonical_name": "Granite-Tops LLC",
    "category_count": 1,
    "category_options": [
      {
        "name": "Granite or Solid Surface",
        "notes": "Mapped from JKath historical QuickBooks export: Building Materials:Granite or Solid Surface (26).",
        "expense_category_id": "cat_1123c011e8a94558b0b033c200877d3d",
        "fully_qualified_name": "Building Materials:Granite or Solid Surface",
        "quickbooks_account_id": "109",
        "vendor_expense_category_id": "cmp1bawk3002c13pfukeqm690"
      }
    ],
    "expense_category_id": "cat_1123c011e8a94558b0b033c200877d3d",
    "normalized_alias_key": "granite tops",
    "quickbooks_vendor_id": "43",
    "quickbooks_account_id": "109",
    "default_expense_account": "Granite or Solid Surface",
    "invoice_processing_notes": null,
    "missing_category_options": false
  },
  "category_selection": {
    "method": "single_assignable_category",
    "reason": "Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.",
    "confidence": 1,
    "category_name": "Granite or Solid Surface",
    "expense_category_id": "cat_1123c011e8a94558b0b033c200877d3d",
    "quickbooks_account_id": "109",
    "selected_expense_category_id": "cat_1123c011e8a94558b0b033c200877d3d",
    "selected_expense_category_name": "Granite or Solid Surface"
  }
}

QB payload

{
  "lookup": {
    "quickbooks_vendor_id": "43",
    "quickbooks_account_id": "109",
    "existing_quickbooks_bill_id": null
  },
  "bill_created": {
    "path": "single_category_direct",
    "total": "4937.50",
    "due_date": "2025-05-28",
    "doc_number": "INV-104891",
    "vendor_ref": "43",
    "account_ref": "109",
    "jkath_terms": "Net 30",
    "vendor_terms": "Net 30",
    "quickbooks_bill_id": "412",
    "resolved_expense_category_id": "cat_1123c011e8a94558b0b033c200877d3d"
  },
  "attachment_uploaded": {
    "path": "single_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "412"
  }
}

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": "INV 104891.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/INV 104891.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABg8w",
  "source_dropbox_rev": "01651997e7c101b00000003549f4393",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1,
  "source_content_hash": "f15b6575b9e7501601dae935d95c9f0c65dd20f87efee5b29b55e1f00ed6ae27",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/INV 104891.pdf",
  "multi_invoice_group_id": "bill_1865a9f3ecee4760898ae39106d2a328",
  "processing_dropbox_rev": "0165199932741d800000003549f4393",
  "multi_invoice_source_payload": {
    "notes": "Single invoice in this PDF. Vendor operates under both 'Granite-Tops' and 'Stone Countertop Outlet' branding; canonical name used is Granite-Tops.",
    "invoices": [
      {
        "tax": 0,
        "notes": "Invoice is from Granite-Tops / Stone Countertop Outlet (a Granite-Tops Company). Vendor address: 1480 Prairie Drive, Cold Spring MN 56320. Project coordinator: Morgel, Merry C. Final price is subject to change per invoice terms. No tax listed. Delivery/freight included as a line item in subtotal so shipping set to 0.",
        "terms": "Net 30",
        "total": 4937.5,
        "due_date": "2025-05-28",
        "shipping": 0,
        "subtotal": 4937.5,
        "confidence": {
          "total": 0.99,
          "vendor_name": 0.97,
          "invoice_date": 0.99,
          "project_name": 0.99,
          "invoice_number": 0.99
        },
        "line_items": [
          {
            "qty": null,
            "amount": 3850,
            "unit_price": null,
            "description": "KITCHEN PERIMETER (Bid w/Standard slide-in range) - Q Quartz Countertops: Calacatta Valentin (3cm), Eased Edge, No Backsplash. Does not include countertop at the existing sink area."
          },
          {
            "qty": null,
            "amount": 100,
            "unit_price": null,
            "description": "RANGE SHELF - Quartz Countertops (3cm): Color: Calacatta Valentin, Eased Edge. Supports will be needed."
          },
          {
            "qty": null,
            "amount": 600,
            "unit_price": null,
            "description": "HALF BATH VANITY - Quartz Countertops (3cm): Color: Hanstone Calacatta Venato from Granite-Tops small stock, Eased Edge"
          },
          {
            "qty": null,
            "amount": 150,
            "unit_price": null,
            "description": "Undermount Sink Finishing (Does not include sink)"
          },
          {
            "qty": null,
            "amount": 82.5,
            "unit_price": null,
            "description": "Up to 3\" Back Splash: Milled to 3/4\" Thick"
          },
          {
            "qty": null,
            "amount": 125,
            "unit_price": null,
            "description": "Field Measure and Delivery: Includes initial field measure and install, other trips will incur additional costs."
          },
          {
            "qty": null,
            "amount": 30,
            "unit_price": null,
            "description": "Fuel Surcharge"
          }
        ],
        "vendor_name": "Granite-Tops",
        "invoice_date": "2025-04-28",
        "project_name": "43rd Ave S",
        "document_type": "invoice",
        "invoice_number": "INV-104891",
        "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": "INV 104891.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/INV 104891.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/INV 104891.pdf"
}

Time

05/12/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload
{
  "total": "4937.50",
  "message": "Claude extraction parsed and stored.",
  "due_date": "2025-05-28",
  "jkath_terms": "Net 30",
  "process_key": "05-12-2026-037-INV-021",
  "vendor_name": "Granite-Tops",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3558",
  "invoice_date": "2025-04-28",
  "vendor_terms": "Net 30",
  "make_trace_id": "make-20260512_020557_528",
  "output_tokens": "851",
  "bill_import_id": "bill_1865a9f3ecee4760898ae39106d2a328",
  "invoice_number": "INV-104891",
  "vendor_due_date": "2025-05-28",
  "source_file_name": "INV 104891.pdf",
  "claude_message_id": "msg_01BvWDwKxyfo5LN49kinDL7P",
  "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": "alias_8bc664bd98704c4f99c45412b3427df9",
  "vendor_id": "vend_29df8631a3a2445e89ce5b51e8753c16",
  "process_key": "05-12-2026-037-INV-021",
  "vendor_name": "Granite-Tops",
  "make_trace_id": "make-20260512_020557_528",
  "bill_import_id": "bill_1865a9f3ecee4760898ae39106d2a328",
  "canonical_name": "Granite-Tops LLC",
  "category_count": 1,
  "invoice_number": "INV-104891",
  "category_options": [
    {
      "name": "Granite or Solid Surface",
      "notes": "Mapped from JKath historical QuickBooks export: Building Materials:Granite or Solid Surface (26).",
      "expense_category_id": "cat_1123c011e8a94558b0b033c200877d3d",
      "fully_qualified_name": "Building Materials:Granite or Solid Surface",
      "quickbooks_account_id": "109",
      "vendor_expense_category_id": "cmp1bawk3002c13pfukeqm690"
    }
  ],
  "source_file_name": "INV 104891.pdf",
  "category_selection": {
    "method": "single_assignable_category",
    "reason": "Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.",
    "confidence": 1,
    "category_name": "Granite or Solid Surface",
    "expense_category_id": "cat_1123c011e8a94558b0b033c200877d3d",
    "quickbooks_account_id": "109",
    "selected_expense_category_id": "cat_1123c011e8a94558b0b033c200877d3d",
    "selected_expense_category_name": "Granite or Solid Surface"
  },
  "expense_category_id": "cat_1123c011e8a94558b0b033c200877d3d",
  "normalized_alias_key": "granite tops",
  "quickbooks_vendor_id": "43",
  "default_expense_account": "Granite or Solid Surface",
  "missing_category_options": false
}

Time

05/12/2026

Event

QB LOOKUP COMPLETED

Message

QuickBooks vendor, account, and duplicate bill lookup completed.

Payload
{
  "path": "single_category_direct",
  "message": "QuickBooks lookup completed before create-or-duplicate routing.",
  "process_key": "05-12-2026-037-INV-021",
  "vendor_name": "Granite-Tops LLC",
  "make_trace_id": "make-20260512_020557_528",
  "bill_import_id": "bill_1865a9f3ecee4760898ae39106d2a328",
  "invoice_number": "INV-104891",
  "source_file_name": "INV 104891.pdf",
  "quickbooks_vendor_id": "43",
  "quickbooks_account_id": "109",
  "existing_quickbooks_bill_id": null
}

Time

05/12/2026

Event

QB BILL CREATED

Message

QuickBooks Bill created.

Payload
{
  "path": "single_category_direct",
  "message": "QuickBooks Bill created from invoice import.",
  "process_key": "05-12-2026-037-INV-021",
  "make_trace_id": "make-20260512_020557_528",
  "bill_import_id": "bill_1865a9f3ecee4760898ae39106d2a328",
  "source_file_name": "INV 104891.pdf",
  "quickbooks_bill_id": "412",
  "quickbooks_payload": {
    "path": "single_category_direct",
    "total": "4937.50",
    "due_date": "2025-05-28",
    "doc_number": "INV-104891",
    "vendor_ref": "43",
    "account_ref": "109",
    "jkath_terms": "Net 30",
    "vendor_terms": "Net 30",
    "quickbooks_bill_id": "412"
  },
  "quickbooks_account_id": "109",
  "resolved_expense_category_id": "cat_1123c011e8a94558b0b033c200877d3d"
}

Time

05/12/2026

Event

ATTACHMENT UPLOADED

Message

Source file attached to the QuickBooks Bill.

Payload
{
  "path": "single_category_direct",
  "message": "Source file uploaded to QuickBooks Bill.",
  "process_key": "05-12-2026-037-INV-021",
  "make_trace_id": "make-20260512_020557_528",
  "bill_import_id": "bill_1865a9f3ecee4760898ae39106d2a328",
  "source_file_name": "INV 104891.pdf",
  "attachment_payload": {
    "path": "single_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "412"
  },
  "quickbooks_bill_id": "412"
}

Time

05/12/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload
{
  "path": "single_category_direct",
  "status": "CREATED_IN_QBO",
  "message": "Processed invoice file moved after QuickBooks Bill creation.",
  "outcome": "processed",
  "process_key": "05-12-2026-037-INV-021",
  "make_trace_id": "make-20260512_020557_528",
  "bill_import_id": "bill_1865a9f3ecee4760898ae39106d2a328",
  "final_file_name": "Granite-TopsLLC_INV-INV-104891.pdf",
  "source_file_name": "INV 104891.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/ckcdsgexi7tfxpjb25shx/Granite-TopsLLC_INV-INV-104891.pdf?rlkey=lsam06rues2zf0wzc43fuosxk&dl=0",
  "quickbooks_bill_id": "412",
  "multi_invoice_group_id": "bill_1865a9f3ecee4760898ae39106d2a328"
}