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