--- title: "Quick Start" slug: "quick-start" description: "This Quick Start guide is designed to equip users with the skills and knowledge necessary to successfully access the application and navigate through commonly used functions." tags: ["IP Addresses"] updated: 2025-06-09T18:44:55Z published: 2025-06-09T18:44:55Z canonical: "docs.corporatecu.com/quick-start" --- > ## 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. # Quick Start Welcome to Beastro! This Quick Start guide is designed to equip users with the skills and knowledge necessary to successfully access the application and navigate through commonly used functions. ## Accessing Beastro Navigate to [https://beastro.corporatecu.com/](https://beastro.corporatecu.com/). Users may have multiple instances of Beastro running at a given time. Review [System Requirements](https://docs.corporatecu.com/v1/docs/system-requirements) for preferred browser information. Some privileges require users to have a whitelisted IP address. Review [IP Address](/v1/docs/ip-addresses) for information on adding and updating IP addresses in Beastro. ## Logging In Authorized Signers for your credit union will establish User Administrators to create and maintain your credit union's Users. Authorized Signers and User Administrators may follow the steps for [Contacts](/v1/docs/quick-start#create-contacts) and [Access Requests](/v1/docs/quick-start#request-portal-access) to initiate user access.Notifications are sent from **corporatecu.com**.  Organizations should allowlist the **corporatecu.com** domain in spam filterUser Administrators must enroll contacts into the Beastro system prior to initial access. Once enabled, the User will receive an invitation via email. The invitation will contain a link that directs the User to provide an **email address** and click **Send verification code**. A six-digit code will be sent to the User's email address. ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1660514042554.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) Email addresses must match what is on file for the User within the Beastro system. Once the verification code is received, the User will type or copy/paste it into the **Verification Code** box and click **Verify code**. If necessary, the User may elect to **Send new code**. Any new codes requested would be sent to the email address on file for the User. ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1660515073862.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) Once the code has been verified, the User may click **Continue** to proceed with the registration process. ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1660515286205.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) After a User has completed the first-time login registration, subsequent logins will require entry of the User's email address and the password created during registration. ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1660515566491.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) If an incorrect email address or password is entered, the User will receive the following message: *"Invalid username or password."* The login solution utilizes a Microsoft-based smart lockout algorithm. Accounts are locked after 5 failed attempts. Lockouts last for one minute and have a sliding duration with subsequent lockouts. Once locked out, Users may use the [**Forgot your password**](/v1/docs/contacts) option to reset the password. ### Password Creation First-time Users must create a permanent password that follows the parameters listed below: - Passwords must be between 8 to 64 characters - Passwords must contain at least 3 of the following 4 categories: - Lowercase Letter - Uppercase Letter - Digit - Symbol - Validated symbols include: @ # $ % ^ & ; *  - _ + = [ ] { } | \ / : ' , . ? ` ~ " ( ) ! ### ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1660515366086.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) ### Security Key/Mobile Device Passkey Registration First-time Users must register their physical security key or mobile device passkey. After successful entry of a first-time User's email address and password, the User will be prompted to register their security key. Security key registration is executed through your browser settings and may vary slightly depending on the browser used. ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1660005203144.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1691426300172.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) #### To register a mobile device passkey via Beastro's login process: Mobile Device Requirements  **Android:** - Software versions 9 and above are supported 1. To check your software version: 1. Go to your phone’s **Settings** 2. Tap **About phone** 3. Tap **Software information** 4. Review Android Version - Google Play must be up-to-date - Screen Lock (PIN, biometric security) must be enabled 1. To check your current Screen Lock settings: 1. Go to your phone’s **Settings** 2. Tap **Lock screen** 3. Review Screen lock type - If a screen lock must be added, tap **Screen lock type** - Select a medium-high security option or higher, or a biometric option - Chrome Notifications must be enabled 1. Go to your phone’s **Settings** 2. Tap **Apps** 3. Scroll to and tap **Chrome** 4. Ensure Notifications are **Allowed** 5. Close out of Settings 6. Open the **Chrome app** 7. Tap **Settings** 8. Tap **Notifications** 9. Tap toggle to allow notifications Additional information may be found here: [Manage passkeys in Chrome - Android - Google Chrome Help](https://support.google.com/chrome/answer/13168025?hl=en&co=GENIE.Platform%3DAndroid) **Apple** - ios 16 and above are supported 1. To check your software version: 1. Tap **Settings** 2. Tap **General** 3. Tap **About** 4. Review ios Version - iCloud Keychain must be enabled 1. [Set up iCloud Keychain - Apple Support](https://support.apple.com/en-us/HT204085) - Touch/face id must be enabled 1. [Use Touch ID on iPhone and iPad - Apple Support](https://support.apple.com/en-us/HT201371) 2. [Use Face ID on your iPhone or iPad Pro - Apple Support](https://support.apple.com/en-us/HT208109) Additional information may be found here: [Sign in with passkeys on iPhone - Apple Support](https://support.apple.com/guide/iphone/sign-in-with-passkeys-iphf538ea8d0/ios) 1. Click **Register** 2. In **Create a passkey** popup, click **Use a phone or tablet** 3. Using the camera feature on your phone or tablet, scan the QR code 4. In your device, click the link and follow the steps 1. Android 1. **Remember this computer box** should be checked 2. Tap **Allow** 3. Place your phone close to the computer 4. Tap **Create a Passkey** 5. Tap **Use screen lock** 6. Apply your Pin or biometric 2. Apple 1. Tap **Save a Passkey** 2. Follow the steps to save the Passkey by using your selected security option 5. In Beastro click **Continue** The User is logged in to Beastro upon completion of the registration process and the mobile device has now been registered and must be used for login going forward. #### To register a physical security key via Beastro's login process: Security keys are provided to users internally through their institution's distribution procedures. Contact your corporate credit union to obtain additional security keys. 1. Insert security key into computer's USB port 2. Click **Register** 3. In **Create a passkey** popup, click **Windows Hello or external security key** 4. In **Security key setup** popup, click **OK** 5. When prompted, **touch the security key** 6. **Create a PIN** for the security key 1. PINs may be 4 to 63 characters in length and may contain letters or numbers 7. **Re-enter the PIN** to confirm it 8. Click **OK** 9. **Touch the security key** to complete registration process The User is logged in to Beastro upon completion of the registration process. *(Once a security key or mobile device passkey has been established, users are* *prompted to authenticate their identity at each login.)* ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1691427718573.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) Security keys are provided to users internally through their institution's distribution procedures. Contact your corporate credit union to obtain additional security keys. ### Security Code Setup The Security Code is used for over-the-phone identification and is required for additional security related to tasks within some modules. Upon completion of security key registration, users will be prompted to create a **Security Code**. A Security Code consists of **1 letter followed by 4 numbers**. Click **Continue** to complete Security Code setup. ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1660081603375.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) ### User Agreements Upon first-time login, users are required to complete Terms and Conditions. Users must review and accept the indicated documents to proceed with accessing the Beastro platform. The **I Accept the Terms** button may not be clicked until all required documents have been reviewed by the user. Individuals that decline the terms are unable to access Beastro. ## Screen Layout & Navigation Once logged in to Beastro, users are directed to the Home screen. The top and left-side navigation options remain static throughout all Beastro pages. ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659817643915.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) Features numbered above are visible on all pages within Beastro. Refer to the table below: | **Number** | **Title** | **Description** | | --- | --- | --- | | 1 | Account Identification | Credit union name and account number are displayed Child accounts (typically related to mergers) are accessible with the dropdown | | 2 | Menu Icon | Expand or collapse the menu icon to view or remove full module titles | | 3 | Module Icons | Clicking icons navigates to specific modules | | 4 | Module Title | Identifies the module the user has accessed | | 5 | Utility Functions & Help | Routing number lookup and knowledgebase | | 6 | User Profile & Logout | User maintenance of security profile and subscriptions; logout | | 7 | System Date | The month, day, and year the system is processing activity | Left-side navigation icons are utilized to access modules within Beastro. Icons are only visible and accessible to users that have corresponding privileges related to each specific module. Module icons do not display descriptions as a default, however, users may click the menu icon to view the module descriptions. Light blue surrounding a module icon indicates it is currently selected. ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659814013521.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) Hover over an icon to view its title. ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659814599293.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) Access **Action Items** by selecting an icon at upper right-hand corner. ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659820153466.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) Options included are: - **Utility** - Financial institution lookup; identify financial institutions that accept funds transfers and settlement through the Federal Reserve Bank - **Help** - Knowledgebase; comprehensive documentation that is based on the page, and is searchable for other articles and resources Navigate to previous screens with the internet browser's back button. Additionally, some screens offer a "**Back To...**" hyperlink under module tabs: ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659820313381.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) ## Module Overview Users may navigate to a module for which they have corresponding privileges by clicking the desired module icon. Brief descriptions of the modules are listed below: | **Module Icon** | **Module Title** | **Module Description** | | --- | --- | --- | | ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659111534660.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) | Home | Important messages and notifications related to a user's privileges | | ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659111976335.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) | Accounts | Overview of accounts, transactions (current and future-dated), and cash letter deposits | | ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659112060631.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) | Corporate Checking | View cleared drafts, draft exceptions, and request stop payments, adjustments, and returns | | ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659112089870.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) | Money Movement | Perform internal account transfers, member-to-member transfers, enter outbound wire transfers and view incoming wires | | ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659112118173.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) | Investments | View list of existing and request new standby letters of credit | | ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659112141598.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) | Corporate Cash | Place and view cash orders and cash deposits (when required by armored carrier) | | ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659112171179.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) | Documents | Review monthly statements and service summaries | | ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659112195090.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) | Member Details | Institution overview including site/branch maintenance, contact maintenance, and IP address maintenance | ## Contacts Individuals or groups at your credit union that may interact with your corporate are created as Contacts. Contacts may or may not be granted access to Beastro. Contacts may be granted portal access to view and transact within Beastro's service-related modules. Contacts may only be added to Beastro by User Administrators. User Administrators are assigned in Beastro by your credit union's Authorized Signers. Contact only creation does not require dual approval, however, portal access and designation of system privileges and monetary limits must be initiated by one User Administrator and then approved by a second User Administrator. *Group contact enrollment will be available in the near future.* ### Create Contacts To add contacts, User Administrators must; 1. Navigate to **Member Details** 2. Select the **Contacts** tab 3. Click **Create New** dropdown 4. Select **Person** 5. Provide contact's **Personal Information** 1. First name 2. Last name 3. Title 4. Email 5. Phone 6. Extension 7. Status 6. Click **Create** All user contacts must have individual and unique email addresses. Group email addresses are NOT permissible for individual users. One email address is allowed per user within a credit union. ### Request Portal Access To request portal access for a contact, dual control is required through an Access Request. #### Portal Access Request Initiated by a User Administrator: 1. Navigate to **Member Details** 2. Select the **Contacts** tab 3. Search for and select the user 4. On **Personal Information** card, click **Create Access Request** 5. Change **Portal Access** dropdown to **Enabled** 6. Select appropriate **Assigned** **Roles** and **Monetary Limits** 1. Click toggle to **Yes** to assign desired roles 2. Monetary Limits toggles are defaulted to include a **Limit** 1. **$0.00**- assigns a user a limit of zero, effectively rendering the user to view only within the corresponding privilege 7. If necessary, provide **Request Notes** for second User Administrator 8. Click **Create** #### Portal Access Dual Control Completed by a second User Administrator: 1. Navigate to **Member Details** 2. Select **Access Requests** tab 3. Identify request awaiting approval indicated by a **Pending Approval** Request Status 4. Click **AR #** (Access Request Number) **hyperlink** for the individual to be approved 5. Review request for accuracy 1. If any changes are required, update necessary Personal Information, Assigned Roles, Monetary Limits 2. Request Notes may be included, if desired 3. Click **Save Changes** 4. If changes were made, a different User Administrator must now approve the Access Request 6. Click **Approve** or **Reject** to complete request 1. Rejected requests require a reject **reason** 1. Click **Reject** Once Portal Access has been approved, invited users will receive an email prompting enrollment completion. ### Beastro User Enrollment Contacts that have been approved for Beastro portal access will receive an invitation via the email address on file within the system. 1. Click the link that is directed to the Beastro login screen 2. Click **Forgot your password** 3. Follow the steps listed under [Logging In](/v1/docs/quick-start#logging-in) for 1. [Password Creation](/v1/docs/quick-start#password-creation) 2. [Security Key Registration](/v1/docs/quick-start#security-key-registration) 3. [Security Code Setup](/v1/docs/quick-start#security-code-setup) ## User Security Profile Management Users may update their password, security code, and/or security key by clicking their **initials** in the uppermost far right-hand corner and then selecting the **Manage Your** **Profile** button. ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659821905342.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) Clicking the **Change My Security Profile** button allows users to update security information. ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659820678369.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) Users will be redirected to a screen to complete the following steps: 1. Provide current **password** 2. **Authenticate** security key 3. **Check the box** of any security item to change - multiple boxes may be checked![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/security%20profile.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) 4. Click **Continue** 5. The system will walk the user through updating the selected security items 6. Upon completion user is notified changes were successfully applied 7. Click **Continue** 8. User is navigated back to the My Profile screen ## View Accounts Check current balances for share accounts, certificate accounts, and loan accounts. Accounts are sorted onto account cards that are specific to each account type. Additionally, view deposit account balances, future-dated transaction totals, and loan balances at-a-glance with summary cards located at the top of the page. Sorting and filtering are available on all columns within each account card. Click the **arrow** next to the column header to sort the column. Search within a column by typing information into the **Search** box located just under the header for each column. Lastly, view closed accounts by clicking the **Show Closed Accounts** toggle. ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659830358244.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) Users may select the number of rows to view on each account card: ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659830497220.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) ## View Transaction History View history by a single date or a range of dates. Transaction history is available in Beastro for at least 13 months. Users may search a range of dates by clicking the **calendar icon**, selecting **From** and **To** dates on the calendars, and clicking **Apply**. ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659128712940.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) Transaction history information may be sorted and filtered on all columns. Click the **arrow** next to the column header to sort the column. Search within a column by typing information into the **Search** box located just under the header for each column. Additionally, users may export transaction history to PDF or XLS by selecting the export icons in the top right-hand corner. ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659129263561.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) ## Account Transfers Users may move funds between share and loan accounts within a membership account by completing the following steps: 1. Navigate to the **Money Movement** module 2. In the **Transfers** dropdown, select **Account Transfers** 3. Select the transfer type from the **Create New** dropdown; options include 1. Share to Share 2. Share to Loan 3. Loan to Share 4. Select the appropriate transfer **FROM account** by clicking the **dropdown** 1. After selecting the account, pertinent account information will be displayed in the fields below, examples: current balance, available balance, and available line of credit 5. Select the appropriate transfer **TO account** by clicking the **dropdown** 1. After selecting the account, pertinent account information will be displayed in the lower fields, examples: current balance, available balance 6. Enter the **Transfer Amount** 7. The **Effective Date** defaults to the current date if it is before the system cutoff time 1. After the system cutoff time, the Effective Date defaults to the next available business day 8. Click the **Complete** button to submit the transfer ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659830718937.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) ## View Statements and Service Summaries Account Statements and Service Summaries are available in the **Documents** module. Sorting and filtering are available on all columns within the Documents page. Click the **arrow** next to the column header to sort the column. Search within the **Document Name** column by typing information into the **Search** box located just under the column header. Filter **Document Types** by utilizing the **dropdown** located under the column header. Lastly, use the **date range boxes** under **Document Date** to indicate a specific date range. Click the hyperlink of the document to view, download, or print a PDF version of it. ![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659133142527.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A12%3A01Z&se=2026-11-01T20%3A12%3A01Z&sr=c&sp=r&sig=kbecSEBgNuKRDnT1ai%2FQ%2BL0n6w5hQ%2BM%2BoHSS24667mI%3D) ## Related - [Security](/security.md) - [Roles](/roles-members.md) - [IP Addresses](/ip-addresses.md) - [System Requirements](/system-requirements.md) - [Login](/login.md)