---
title: "Transactions"
slug: "transactions"
updated: 2023-01-09T02:23:10Z
published: 2023-01-09T02:23:10Z
canonical: "docs.corporatecu.com/transactions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.corporatecu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Transactions

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.

![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659128712940.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A21%3A37Z&se=2026-11-01T22%3A21%3A37Z&sr=c&sp=r&sig=mT%2BpxoPI3k48x5HTK992ZRf2TRhPZdAcZmWp3JKCS%2Fc%3D)

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.

![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659129263561.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A21%3A37Z&se=2026-11-01T22%3A21%3A37Z&sr=c&sp=r&sig=mT%2BpxoPI3k48x5HTK992ZRf2TRhPZdAcZmWp3JKCS%2Fc%3D)

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.

## Related

- [Overview](/overview.md)
- [Cash Letter Deposit](/cash-letter-deposits.md)
- [Cash Letter Deposits](/corp-cash-letter-deposits.md)