The Transaction History tab allows Users with appropriate privileges to view history by a single date or a range of dates. Only transactions within the selected dates will display. Transaction history is available in Beastro for at least 13 months - some modules allow for longer date ranges for retention purposes.
Users may search a range of dates by clicking the calendar icon, selecting From and To dates on the calendars, and clicking Apply. Users may scroll through years and months by clicking the Previous Year, Previous Month, Next Month, and Next Year arrow icons.
Transaction history information may be sorted and filtered on all columns. Click the arrow next to the column header to sort the column. The orange arrow indicates which column is currently sorted. Search within a column by typing information into the Search and/or the date range boxes located just under the header for each column.
To clear the current transaction history simply click on the Clear Filters option to select new transaction history.
Additionally, Users may export transaction history to PDF or XLS by selecting the Export to PDF or Export to XLSX icons in the top right corner. Transaction history may be exported with or without cleared draft roll-up for credit unions who participate in the Corporate Checking service and where roll-ups exist in the search results.