D-2001 · Jamie Sample SettledUnreconciled
Archive D-2001
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-2001
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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.
CancelNotes
Insurer: Fictional Mutual
Demo case entered via New case form.
Settlement deposit (case ledger)
$0.00
Inventory 3P: $42,150.37 $42,150.37
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
No receipts linked yet
LIENS AND BILLS
Not in v1 (Filevine docs sync comes later).