How to Unlock and Re-run a Settlement

When to Unlock

Use Unlock & Reset when:

• An expense was missed or entered incorrectly
• A lien amount changed after the statement was generated
• The recovery amount needs to be updated
• You need to regenerate the settlement statement with corrected data

How to Unlock

1. Navigate to the matter’s Settlement tab
2. Click Unlock & Reset
3. The wizard returns to Step 1 with all data editable

Important Rules

• Any disbursement that has already cleared or reconciled in QuickBooks blocks the unlock for that money. You cannot unwind a disbursement — attorney fee payment, lien check, co-counsel payment, or the client’s net check — once it has cleared or reconciled. If a disbursement hasn’t cleared yet, undo it first from the Settlement Disbursements table (see Settlement Disbursements), then unlock.
• Your existing fixed fee is deleted on unlock, not preserved. When you re-run Step 3, the wizard creates a fresh fixed fee for the recalculated amount — it does not detect or update an old one.