Alex Bernier
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Articles
Recent activity by Alex Bernier-
Activate Admin Approval for Orders
OverviewThe Order Guide Settings screen allows any of your Admin users to turn on a requirement that all employee-submitted orders go through an approval workflow rather than get sent directly to y...
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Change Business Settings
OverviewYou can change your company's name, logo, or billing address at any time.If your business has more than one location: Each location has its own account and associated settings. You must sel...
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Contact Your Sales Representative
OverviewChat with your salesperson through the app to confirm orders, accept substitutions, or just say hello! Note: Screenshots shown were taken from the mobile app. However, all information in t...
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Role Permissions Matrix
OverviewTeam members using Cut+Dry can be set up with one of four roles of access. Refer to Add a new user for help with changing or adding a user's access role.Role permissions matrix Tip: "Sectio...
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Change address (location settings)
OverviewYou can change your location's street address at any time. If your business has more than one location: Each location has its own account and associated settings. You must select each locat...
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Change your personal settings and notifications
OverviewYou can find your personal account settings and choices for notification on the same screen. See the Notification Matrix (below) for extended information on your notification options. Note:...
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Add a new user
OverviewYou can add an unlimited number of users to the app. Each user can be assigned one of four roles, all with different access to app functions.Tip: Admins, Managers, and Bookkeepers can add a...
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Set up Auto Pay
OverviewSign up for Auto Pay using your saved payment method. If necessary, refer to Add a payment method. Note: Screenshots shown were taken from the mobile app. However, all information in this a...
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Make a payment
OverviewOnce you have added a payment method, you can easily pay your invoices—one at a time, or all together. Note: Screenshots shown were taken from the mobile app. However, all information in th...
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Add a payment method
OverviewInvoices can be paid through Cut+Dry using either a credit card or an ACH bank account.Tip: Debit cards are not accepted by the app. Note: Screenshots shown were taken from the mobile app. ...