View, search, and manage all Matters across the system
Active Matters
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Cards on File
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Pending QC
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Departing in 30 Days
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Total Charged
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Upcoming Departures (next 30 days)
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📅 Set Service Date — bookings
🏷 Bulk Tag — bookings
New Matter
⇧ Import Bookings from CSV
Paste CSV below. First row must be a header. Required columns: booking_number, client_name. Optional: supplier_name, service_date, amount, client_email, currency.