Help Center

Browse by category or search short Farin guides for setup, payroll, schedule, KDS, wholesale, accounting, inventory, and daily operations.

Browse by category

Popular guides

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.

accountingtransactionssalestemplates

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 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.

reportsprofit-and-lossbalance-sheetaccounting

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

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.

transfersinventoryfulfillmentaccounting

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.

reconciliationstatementsaccountingexceptions

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.

payrolltax-formsw2deposits

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 reports 4 min read

Use the daily sales report to review posted revenue

Use the daily sales report to confirm posted totals, spot unusual swings, and know when a deeper accounting review is needed.

sales-reportaccountingdailyrevenue