Findings and questions

The Findings & questions tab is where a company's problems are listed. A finding is something the checks found. A question is something Haruno could not decide on its own, or something worth asking the company's management.

The top of the tab

The top says how many findings there are. A line under it says where they come from: As the last close reported them. Re-run the checks to read the books as they stand.

Re-run checks runs the checks again now, over the books as they are today, without closing a month. If there is nothing to report, the tab says The checks ran and found nothing to report., or No findings for this close. when it is showing the last close.

Findings

Each finding has:

• a severity chip, such as high or medium;
• a title and the account or period it is about;
• a plain sentence saying what is wrong and why it matters;
• Explain this finding, which puts a ready-made question in the chat box. Nothing is sent until you send it;
• Resolve…, on findings that have a standard fix.

Findings include an active account that is not on any statement line, a statement line that has no accounts, a statement that does not balance, and a reconciliation exception.

Resolving a finding

Resolve… opens a sheet that says what it would record. Examples are Point this account at a statement line and Record a reconciliation exemption. The sheet first shows what would change, without saving. Then Record answer saves it in the company's mapping. When the change moves a figure, the sheet also offers Close again. If the month it touches is locked, the close is refused and you reopen the month on purpose. See Closing a month.

Nobody edits any file by hand to answer a finding. Every change goes through this sheet.

Questions the close could not decide

The Questions card lists what the close could not decide. Answering one records it, and it stops being asked.

The Not asked card lists questions that are already answered. They are shown so that an answer that has stopped being true can be asked again. A row says who answered it, and Ask again brings the question back.

Questions for management

After every close, Haruno drafts questions for the company's management from that month's figures. You see:

• Waiting to draft questions about …, then Drafting questions about …. This takes a minute or two., with Cancel;
• then the questions, numbered, under Questions for management.

The card says: Drafted by Haruno from this month’s figures, for you to edit and send. Nothing here is sent to anyone. Haruno checks every figure in a question against the month's books, and drops a question that quotes a figure the books do not hold.

Each question has these buttons:

A link under a question shows what it is about, for example the budget line or the reconciliation. A warning shows if the figures behind a question changed since it was drafted.

Copy and Share… give a numbered list with each recorded answer under its question, so you can send it.

An unanswered question stays on the next month under Still open from that month. Its topic is not asked again.

If Haruno could not draft, the card says why and offers Try Again. The same happens when you are signed out or the isolated space is not ready.

What to tell a customer

The checks do the first read of the books for you. Each finding says what is wrong in plain words, and many have a one-step fix. The questions for management are a draft to send. Haruno never sends them itself.