Reopen a Transaction

Reopening a transaction changes a completed transaction to an editable state.

To reopen a transaction on the Transactions Grid, Summary, or Details, you must be assigned the 'Basic Vanceo Access' permission in Security Administration.

To reopen a transaction, select and Reopen Transaction.

To reopen a transaction, complete one of the following:
  • On the Transactions grid, select to the right of a transaction and select and Complete Transaction. Select the appropriate Vanceo process for the transaction.

  • On the Transaction grid, select a transaction to open it. Select the ellipsis icon at the top of the Summary page and select Complete Transaction.
  • On the Transaction grid, select a transaction to open it. Select the Transaction Details button at the top of the Summary page. Select the ellipses icon and Complete Transaction.
After reopening a transaction:
  • The status is changed to Open.
  • The completed date is deleted.
  • The completed by name is deleted.