3
guides
Documents
Browse all Farin help guides tagged with Documents, including setup steps, screenshots, and workflow help.
All tagged articles
Integrations and automation 5 min read
Set up accounting document automation
Use automation to reduce manual bookkeeping on repeat documents, but start with a careful review instead of assuming every parse is ready to post.
automationdocumentsaccountingingest
Integrations and automation 4 min read
Create automation rules for repeat document posting
Use automation rules when the same document pattern keeps showing up and the posting logic should not be rebuilt by hand every time.
automationrulesdocumentsposting
Integrations and automation 4 min read
Review imported automation documents and fix exceptions
Open the imported document detail when automation did not land cleanly and fix the real exception instead of ignoring it.
automationdocumentsexceptionsreview