Your organization can save the names of statement lines. Haruno marks a scanned name that sits close to one of them, and you can correct it from the page.
Mac appAvailableOnly for scanned statements in Traditional Chinese. Settings has a list to review and remove names. Merged, but not in a released version yet.
Windows appAvailableWindows offers to save a corrected name from its question about a scanned line. It has no list in Settings to review or remove names. Merged, but not in a released version yet.
Not in a released version yet
This is merged but no Haruno release has it. Do not promise it to a customer until a What's New page names it.
A scan can make Haruno misread the name of a line in a statement, such as Total assets. Account names help with that. An account name here is the name of a statement line. Your organization keeps one list of them, and everyone in it shares the list. If you are in no organization, the list is yours alone.
This works for scanned statements in Traditional Chinese, read in a project. See Annual reports in a project.
How a name gets on the list
Read a scanned report
Haruno asks you to check what it read. A line whose name sits close to a name on the list is marked with a warning sign and dots under the name. A line above the table counts them, for example 1 name may be misread from the scan.
Click the name
The report's page opens beside the company's page, on that line. A menu offers Keep as read and the nearest names, and ends with Type another name…. Any line can be named this way, marked or not.
Press Apply
Haruno reads the report again with that name.
Press Save to My Organization's List
This keeps the name for later scans. It then says Saved to your organization's list.
The save button shows only when you are signed in, when the name differs from what the scan read, and when it is not on the list already. If a save fails, Haruno says The name could not be saved. When the list has no room left, it says Your organization's list of account names is full.
A saved name never changes a reading by itself. It only marks a line so that you look at it.
You can do the same after the reading is confirmed, from the company's Statements tab. Click the line's name there. See Annual reports in a project.
See and remove saved names
Settings ▸ Books ▸ Account names lists the names your organization has saved. It shows while you are signed in. A line under the list says that Haruno checks the lines of scanned statements in Traditional Chinese against these names, for everyone in your organization.
Remove takes a name off the list. You see it next to the names you saved. An organization admin sees it next to every name. If a removal is refused, Haruno says Only an organization admin or the person who saved this name can remove it. If it fails, Haruno says Couldn't remove the name. Try again.
With nothing saved, the section says how a name gets there.
If the list cannot be loaded, it says Couldn't load your organization's account names. and offers Try Again.
Haruno asks for the list when it reads a scan. If the answer does not come within a few seconds, it uses the last list your Mac was given for your account. Signing out deletes that copy. So does Delete local data….
What leaves your Mac
The scan stays on your Mac. Only a name you save leaves it, and only when you press Save to My Organization's List.
What to tell a customer
If a company's scans keep misreading the same line name, correct it once and save it. The next scans in the organization are checked against it. Haruno never renames a line on its own.