Issue:

• Comparing billed amounts to Activity Rates

Environment:

• Clio's API v4

Additional Information:

The steps below detail one of the possible methods to compare Line Items on Bills to the Activities they originated from so that differences can be found, if present.

Important sections of Clio's API Documentation include:

- Documentation on LineItems

- Documentation on Activity indexing

Cause:

In Clio, Bills are PDFs built using Activities that exist in Clio to create Line Items. After a Line Item has been generated, a User can edit that Line Item, which could make it different from the Activity it originated from. 

Resolution:

1. Make a GET request for all of the Activities you'd like to compare. Query Parameters can be used and fields can be requested to identify Activities that have been Billed and what Bill an Activity is associated with.
2. Make a GET request for all of the LineItems you'd like to compare. Query Parameters can be used to request specific LineItems by activity_id or bill_id
3. Using the two sets of data, compare for differences