Revised: 4/2021
Finance Look and Browse, allows
you to search for customers and the detail activity associated with the
customer. The detail may also be viewed for prior year(s). This area is a way to
quickly access all areas associated with the customer; Cash Receipts, AR
Invoices and any documents that have been added for the customer. Users can also
print an AR Statement, AR Aging and Cash Detail reports for reference.
To view customer information:
1. Select Look and Browse
2. Select Finance Look and Browse
3. Select Customers
To search for a Customer(s) with the Option Menu:
1. Find by Customer #; enter partial or full customer number. When entering a partial customer number, a list will display of all available options with the criteria you entered.
2. By Description; enter a partial or full customer description. When entering a partial customer description, a list will display of all available options with the criteria you entered.
3. Select the Search box or Enter.
4. A total of 50 items per page will display, if you have more than 50 accounts matching your criteria, you will have navigation arrows and a Page number drop down.
5. Select Customer
6. An information grid will display.
7. Select Details List to Display your information in a horizontal grid view. This is especially useful when searching partial customer numbers for a list of all multiple customers with detail information on each customer. Sorting is accomplished by select a title in the grid; Example: select Customer Name to view alphabetically.
8. Searching may also be done alphabetically by using the alpha search. Select the first letter of the customer name, all customers beginning with that letter will display. Select All to Display All customers.
9. Select the Customer Number to display.
10. Selection Options may be used to narrow your search.
11. To activate, select the dropdown next to Selection Options
12. Select the search options to display. Select Show All Customers to clear sort.
13. After your customer is selected, any associated areas will be bold to select detail information. Here the customer has Cash Receipts and AR Invoices. Select the button to display detail you would like to view, IE: AR Invoices.
14. The AR Invoices will display and may be sorted by selecting a title in the grid.
Reporting
1. To print a report, after selecting a customer, select the report of your choice from the “Select a Report to Print” dropdown.
2. Print Accounts Receivable Statement Summary by
Invoice or Invoice Detail, open only or opened and closed invoices
- Print by
customer, aging or all invoice and detail 
- Print
Look and Browse – Cash Receipt Report
3. Select Fiscal Year: Thru: Select a range of Years to display using Current Year data.
4. Select Current Year or Historical Data. Select Current Year for active data reporting. This will include adjustments made to accounts after your Fiscal Close. Select a Historical Database from the list to reflect your select Fiscal Close, no adjustments made at a later date will display.
5. Select 
Preview to
display your report or to print a PDF, select
.
6. Load Activity into an Excel Spreadsheet
7. Select the Excel button 
and
a report will be created for you to export into Excel. When the report is
created an Open Worksheet 
button
replaces the Excel button. Select the Open Worksheet button and select from the
following options to Open, Save or Save As. 
8. Select Open to display. The report will display in Excel. You may view, adjust, and save the report.
9. Select Save, the report will save in a download area, the box below will display. From here you may open the document, open the download folder or view your download and save.
10. Save as, navigate to the location of your choice, name and save your document.
View Exported Report Option
Click the yellow envelope to
view the invoice already exported.
Add
Your Own Designed Reports to Look and Browse
Is there a report you’d
like to see in Look and Browse?
The Control Center provides the
ability to connect client designed reports to Look and Browse.
To add
your report follow the below steps:
1. Select Administrative Utilities
2. Select Control Center
3. Select Add Report to a Report Group
4. Select a report group.
5. Click on the + to add a new report.
6. In box # 3 type in a Description for your report.
7. In box # 4 type in the Crystal Report name. (ex: My_Created_Report.rpt)
8. Checkmark Only I can see this report (or those in my security group) to limited access to your report if needed.
9. Next to # 5 click 
to save.
10. Enter Look and Browse to run your report.
