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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

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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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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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

Review timecards and fix missed punches

Use Weekly Timecards to scan for open punches, compare scheduled vs actual hours, and correct obvious errors before payroll.

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Schedule and time 4 min read

Review and approve timecards before payroll

Use weekly timecard review to catch missing punches, long shifts, and labor surprises before those problems become payroll issues.

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Schedule and time 5 min read

Manage timeclock devices and replace a bad tablet

Use the timeclock admin page to monitor devices, create a new setup code, and replace a failing tablet without confusing staff.

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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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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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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.

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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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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

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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Routes and transfers 5 min read

Plan and optimize delivery routes

Build one route plan for a day and fulfillment location, add stops when needed, and optimize the stop order for drivers and loaders.

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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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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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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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Schedule and time 4 min read

Use the schedule board to monitor coverage during the week

Use the schedule board as a live manager view for coverage, not only as a one-time publishing surface.

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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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Dashboard and search 3 min read

Use global search to jump to work faster

Use the app search bar to reach the next record or page quickly instead of clicking through the menu every time.

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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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Payroll self-service 4 min read

View paystubs, leave balances, and W-2 previews

Use the My Account paystubs tab to review pay history, check leave balances, and download W-2 copies when electronic delivery is enabled.

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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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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.

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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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