Haruno keeps all of a person's books in one folder on the computer. The Books sheet shows where it is, moves it to another folder or drive, and sets the defaults for a new company.
Mac appAvailable
Windows appAvailable
Haruno keeps the books of every company in one folder on your computer. You never edit it by hand. You add files in the app, and Haruno files them.
Opening the Books sheet
On the Portfolio, press the gear in the toolbar. It is named Books. The sheet has two parts.
The Books sheet, after the books were moved to another folder.
Portfolio location shows the books folder and three buttons.
Show in File Explorer opens the folder.
Change… lets you pick another folder and moves the books there.
Use Default Location moves them back to Haruno's own folder. It only appears once the books have been moved.
New company defaults are what Haruno proposes when you set a company up: materiality, a capitalization threshold, useful life, currency and the month the fiscal year starts. Materiality is the size of a difference that counts as important. Changing a default never changes a month that is already closed. A company's own setup answers replace the defaults for that company.
Moving the books
The folder you choose has to be empty, and it has to be somewhere other than the folder you use for Chat and Files. Haruno checks this and says why when a folder will not do.
Press Change…
Pick an empty folder, in your user folder or on another drive.
Confirm if asked
A folder that OneDrive or another service syncs gets a warning first. Syncing the books while Haruno writes to them can damage them. Choose Move Anyway only if you accept that.
Wait for the move
The sheet says Moving the books…. Moving the books ends any chat in progress. You can reopen it from History.
A few folders are refused
The books cannot be moved while a close or a draft is running. A network drive is refused, and so is a drive that cannot keep the books safe from other apps (use an NTFS drive). A folder with a very long path is refused too.
Chats cannot read books in a synced folder
If the books sit in a OneDrive or other cloud folder, chats cannot read them. Choose a local folder if you want to ask Haruno about the books in chat.
If the folder goes missing
If the books were moved to a drive that is not plugged in, the Portfolio says the folder is not available. Connect the drive again, or use Use Default Location. Haruno then uses its own folder from now on. The books in the missing folder stay where they are.