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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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Popular guides

Accounting 5 min read

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.

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Integrations and automation 4 min read

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.

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Accounting integrations 4 min read

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.

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Getting started 4 min read

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.

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Schedule and time 4 min read

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.

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Accounting reports 5 min read

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.

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Wholesale 6 min read

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.

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Payroll self-service 5 min read

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.

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Schedule and time 4 min read

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.

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Customers and growth 4 min read

Connect Google Business profile locations

Use the Google Business area to connect locations cleanly before hours, insights, and reviews depend on the link.

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Payroll and tax 5 min read

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.

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Kitchen display system 5 min read

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.

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Getting started 4 min read

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.

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Wholesale 5 min read

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.

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Payroll and tax 6 min read

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.

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Accounting controls 4 min read

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.

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Schedule and time 6 min read

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.

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Schedule and time 5 min read

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.

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Admin and settings 5 min read

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.

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Kitchen display system 5 min read

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.

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Accounting insights 4 min read

Use analytics feeds for external reporting

Use analytics feeds when another reporting tool needs a clean export path instead of manual spreadsheet work.

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People 5 min read

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.

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Kitchen display system 4 min read

Use KDS during service

Read the live queue, mark line items complete, clear finished tickets, and know where scheduled orders and chime controls live.

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Wholesale 4 min read

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.

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