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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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Accounting controls 4 min read

Search unmatched bank feed items and create transactions

Use the account-level bank feed detail to search unmatched items, match what exists, and create a ledger transaction only when one is still missing.

bank-feedsmatchingtransactionsaccounting

Accounting controls 4 min read

Create bank feed rules for auto-match

Use bank-feed rules to reduce repeat matching work, but start with narrow patterns you can trust.

bank-feedsrulesauto-matchaccounting

Accounting 4 min read

Import bank activity and review bank feeds

Connect or review the bank feed, inspect one account at a time, and fix bad ledger entries before reconciliation starts.

bank-feedsaccountingimportssync

Accounting 5 min read

Record journals, sales, payouts, and memorized transactions

Choose the right accounting workflow for each entry, keep transactions balanced, and save recurring work as memorized templates.

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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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Knowledge and AI 4 min read

Capture product feedback and close the loop

Send route-aware feedback right when the issue happens, then use the full hub to search, upvote, comment, and review trends.

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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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Wholesale follow-up 4 min read

Create and manage wholesale customer surveys

Use wholesale surveys to collect follow-up feedback, manage the question set, and send notices to the right people when responses arrive.

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Production and purchasing 4 min read

Create purchase orders and internal orders from Order Process

Use Order Process to start the right kind of order record, whether the job is normal purchasing or an internal movement workflow.

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Production and inventory 5 min read

Create recipes that cost and sell correctly

Build recipes with clear names, units, and sellable sizes so costing, production, and wholesale all stay in sync.

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Routes and transfers 6 min read

Create, fulfill, receive, and finalize internal transfers

Mark an order as an internal transfer, fulfill it at the source, receive it at the destination, and resolve report warnings before finalizing accounting.

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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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Accounting 6 min read

Reconcile statements and resolve exceptions

Upload the statement first, review the matching results, work the exception queue, and close the session only after the checks pass.

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Knowledge and AI 5 min read

Create and organize internal guides

Write short guides that are easy to search, keep the title and structure clear, and use the knowledge library as the home for internal SOPs.

knowledgeguidestrainingdocumentation

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.

wholesaleordersbillingaccounts-receivable

Customers and growth 4 min read

Create customer records and keep the customer list clean

Use the customer list and new-customer flow to keep records easy to find before orders, notes, and automations depend on them.

customerssetuprecordscrm

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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Production and purchasing 4 min read

Create and organize vendors

Build vendor records in a consistent way so price reviews, order guides, and purchasing decisions stay easy to follow later.

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Admin and internal tools 4 min read

Create and manage API keys safely

Use the API keys page to issue the smallest key you need, review what is active, and revoke old access cleanly.

api-keyssecurityadminintegrations

Payroll and tax 6 min read

Run payroll and choose payout methods

Create a payroll run, review timecards and wages, and choose whether each employee is paid by direct deposit or a manual payout.

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Production and purchasing 4 min read

Add and maintain ingredients for production

Create clean ingredient records so recipes, purchasing, and cost reporting all start from the same source of truth.

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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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Production and inventory 6 min read

Set up inventory depletion and Square mapping

Map Square items to recipes, test the sync in dry-run mode, and review depletion results before you let inventory write automatically.

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Equipment 5 min read

Work from the equipment detail page

Use the equipment detail page to keep one asset record current with files, notes, maintenance history, and checklist work.

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