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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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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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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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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

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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Knowledge and AI 5 min read

Review knowledge analytics and file search

Use page analytics, search analytics, file search, and the review queue to decide what content needs attention next.

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Customers and growth 4 min read

Review Google insights and customer reviews

Use Google insights and reviews together so location attention goes to the issues and opportunities that matter most.

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Production and purchasing 4 min read

Review open orders and receiving status

Use the order review surface to see what is still open, what has been received, and which orders still need attention.

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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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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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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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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 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.

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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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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 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 insights 4 min read

Review sales-tax reports and resolve unassigned tax

Use the sales-tax report to see what was collected, what is unassigned, and which items need cleanup before filing.

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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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Accounting insights 4 min read

Manage sales channels and review channel balances

Use sales channels to keep online, retail, and wholesale activity separated clearly enough for reporting and cleanup.

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Integrations and automation 4 min read

Review imported automation documents and fix exceptions

Open the imported document detail when automation did not land cleanly and fix the real exception instead of ignoring it.

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Production and inventory 5 min read

Compare vendor prices and keep ingredient costs current

Review price changes, compare vendor packs carefully, and update the cost source that should drive recipe pricing.

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Accounting reports 4 min read

Review A/R aging and customer balances

Use the aging report and customer views together so open balances are visible before they become collection problems.

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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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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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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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