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  1. Home
  2. Vanceo What's New and Vanceo Help
  3. Transactions
  4. Transaction Actions

  • Vanceo What's New and Vanceo Help
    • Product Monthly Release Schedule
    • What's New 2026
    • What's New 2025
    • What's New 2024
    • What's New 2023
    • What's New 2022
    • What's New 2021

    • What's New 2020
    • What's New 2019

    • Key Terms of Use

    • Getting Started

    • Vanceo Dashboard
    • Dashboard Views
    • Inquires
    • Transactions
      • Import a Transaction
      • Export Transaction
      • Converting a Transaction from ComplianceOne to Vanceo Dashboard and Applying a Process
      • Transactions Graph
      • Transactions Grid
      • Transaction Actions

        • Apply, Stop, and Remove a Process
        • Add, Copy, and Delete a Transaction
        • Reopen a Transaction
        • Complete a Transaction
        • Print a Transaction

        • View Transaction Details
      • Transaction Summary
    • Tasks

    • Attachments

    • Comments

    • Pipeline/Funding Reports
    • Configuration

    • Bulk Operations

Transaction Actions

Select the ellipses icon next to a transaction on the Transactions grid and select an action. Available actions may depend on a person's permissions and the status of a transaction.

  • Apply, Stop, and Remove a Process
  • Add, Copy, and Delete a Transaction
  • Complete a Transaction
  • Reopen a transaction
  • Print a transaction
  • Resetting a View
  • View transaction details
  • Import a Transaction
  • Export Transaction

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