D-1021 · Uma Roe SettledUnreconciled
Archive D-1021
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-1021
Are you sure you want to delete this entry?
This case currently holds:
| Trust balance | $0.00 |
| Ledger entries | 0 |
| Pending / approved plans | 0 ($0.00) |
| Outstanding payments (prepared/approved/printed) | 0 ($0.00) |
| Deposit links (proposed/approved) | 0 |
| Bank transactions tied to case | 0 |
Soft delete: nothing is erased and it can be restored from Cases → Deleted. Every change is recorded in the audit log.
CancelSettlement deposit (case ledger)
$0.00
Inventory 3P: $28,237.94 $28,237.94
Total undisbursed
$0.00
Total disbursed
$0.00
IOLTA account balance (0000)
$910,470.22
Unallocated
$0.00
undisbursed − payee lineup
No payee lineup yet and no funds on this case ledger.
Case costs (actual expenses)
| Date | Payee / item | Ref | Source | Paid from | Amount |
|---|---|---|---|---|---|
| 2026-10-25 | Medical records - Maple Mock Hospital | INV-214 | Demo | $123.62 | |
| 2026-10-25 | Medical records - Riverbend Sample Imaging | INV-954 | Demo | $508.93 | |
| 2026-10-25 | Filing fee (demo) | INV-540 | Demo | $192.04 | |
| TOTAL CASE COSTS (line items) | $824.59 | ||||
Expense total used for this case: $824.59 demo
Case handling charge (firm charge — not an expense)
None recorded
Excluded from case-expense totals; included in the settlement allocation as the firm's handling charge.