Comments

Comments can be added to transactions and tasks. Comments help provide more clarity and visibility to the processes and procedures that apply to a specific transaction or task.

Transaction Comments

Select in the transaction header to add or view transaction level comments. The comments view shows all comments attached to the transaction by other users. All users can view the comments attached to a transaction if they have access to Transaction Details or the Transaction Summary on the Vanceo Dashboard.
Note: For Vanceo Help information, select Comments and Transaction Comments.

Task Comments

After selecting in the transaction header, the Task panel will open to display all tasks. indicates a task contains at least one comment and will only appear if a transaction has one or more comments. Select to view the comment on Tasks Details and take appropriate action.

Note: For Vanceo Help information, select Comments and Task Comments.