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Browse by category or search short Farin guides for setup, payroll, schedule, KDS, wholesale, accounting, inventory, and daily operations.
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Set up chart of accounts, tax components, and sales channels
Build the accounting base first so sales, payouts, tax, and receivables can post to the right places.
Map Square sales and payouts to the right accounts
Use Square mapping to send sales, fees, and payouts into the right accounts so reconciliation and reporting stay clean.
Map Stripe payouts and fees to the right accounts
Use Stripe mapping to keep payouts, fees, and clearing balances pointed at the right accounts before you import real history.
Use the onboarding checklist and welcome modal
See what the first-login welcome modal does, when to use demo mode, and how the shared company checklist helps your team finish setup.
Submit and approve leave requests
Use one leave page for the full time-off flow: submit requests, track status, and approve or deny requests for your team.
Read profit and loss, balance sheet, and account transaction reports
Use the core accounting reports together so month-end review stays broad enough to catch real problems without losing detail when you need it.
Place, fulfill, bill, and manage wholesale orders
Create the order, update picked quantities during fulfillment, and use the customer account view to track open balances and credits.
Update your tax profile and W-2 delivery preferences
Use the My Account taxes tab to update withholding details, set the effective date, and choose whether W-2 copies can be delivered electronically.
Use the shared timeclock every day
Walk up to the shared device, tap your card, clock in or out, and know what to do if the screen is offline or looks wrong.
Connect Google Business profile locations
Use the Google Business area to connect locations cleanly before hours, insights, and reviews depend on the link.
Configure payroll tax setup and reminder rules
Finish the payroll tax profile, add state details, and set reminder rules so filings and deposits do not sneak up on the team.
Troubleshoot KDS sync, sound, and order visibility
Use a fast triage order for missing tickets, silent devices, scheduled orders, and screens that do not match each other.
Create your company and first location
Use the public onboarding page to create your workspace, add your first location, and land in the dashboard ready for setup.
Configure wholesale onboarding, portal settings, and payment methods
Set the wholesale defaults, choose what the public onboarding form shows, and configure payment methods before you invite customers to order.
Generate forms, record tax payments, and deliver W-2s
Use Tax Center for payroll forms and deposit tracking, then make employee W-2 access part of your year-end routine.
Manage tax exemptions for customer accounts
Use the tax exemption page to keep customer exemption rules clear before orders and tax reports depend on them.
Set up the timeclock and install it as an app
Create a setup code in the admin app, install the timeclock on a tablet or phone, and register the device.
Build and publish a weekly schedule
Review the live week, build the next week in the editor, and publish shifts so staff can see the final schedule.
Manage users, roles, and access
Use the users page to add people, adjust access, and keep employee accounts aligned with the work they actually do.
Set up a kitchen display screen
Generate a setup code, register the tablet or phone, and choose the device settings that matter before service starts.
Use analytics feeds for external reporting
Use analytics feeds when another reporting tool needs a clean export path instead of manual spreadsheet work.
Invite staff and launch staff onboarding
Set onboarding rules, choose default access, add staff from the manager dashboard, and share the public onboarding form with new hires.
Use KDS during service
Read the live queue, mark line items complete, clear finished tickets, and know where scheduled orders and chime controls live.
Turn recipes into wholesale products
Use the recipe itself as the sellable product, add it to the guide, and know why an item may still not appear on the wholesale order screen.