- Comparing billed amounts to Activity Rates
- Clio's API v4
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:
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.
- Make a
GETrequest for all of the Activities you'd like to compare. Query Parameters can be used and
fieldscan be requested to identify Activities that have been Billed and what Bill an Activity is associated with.
- Make a
GETrequest for all of the LineItems you'd like to compare. Query Parameters can be used to request specific LineItems by
- Using the two sets of data, compare for differences