D-1024 · Xavi Storybook SettledUnreconciled
Archive D-1024
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-1024
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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: $43,643.39 $43,643.39
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.
SETTLEMENT
No worksheet yet
CASE COSTS
| Item | Document |
|---|---|
| Postage (demo) | Y |
| Police report (demo) | Y |
| Postage (demo) | Y |
| Medical records - Oakleaf Example Physical Therapy | Y |
LIENS AND BILLS
Not in v1 (Filevine docs sync comes later).