D-1002 · Ben Example SettledPaid in full
Archive D-1002
Balance is $0.00 and no checks are outstanding. Archiving makes the case read-only and removes it from active totals (reconciliation history keeps it).
CancelDelete D-1002
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This case currently holds:
| Trust balance | $0.00 |
| Ledger entries | 5 |
| Pending / approved plans | 1 ($17,443.11) |
| Outstanding payments (prepared/approved/printed) | 0 ($0.00) |
| Deposit links (proposed/approved) | 0 |
| Bank transactions tied to case | 5 |
Soft delete: nothing is erased and it can be restored from Cases → Deleted. Pending plans will be voided. Bank transactions are left intact. Every change is recorded in the audit log.
CancelSettlement deposit (case ledger)
$17,443.11
Inventory 3P: $17,443.11 $17,443.11
Total undisbursed
$0.00
Total disbursed
$17,443.11
IOLTA account balance (0000)
$910,470.22
Unallocated
-$17,443.11
undisbursed − payee lineup
Unallocated -$17,443.11 — nothing can be marked ready to pay until this is $0.00.
SETTLEMENT
No worksheet yet
CASE COSTS
| Item | Document |
|---|---|
| Postage (demo) | Y |
| Police report (demo) | Y |
| Postage (demo) | Y |
| Filing fee (demo) | Y |
LIENS AND BILLS
Not in v1 (Filevine docs sync comes later).