Accounting integrations and access
Using financial tools on mobile and native devices
Constructable keeps core financial records accessible on smaller devices, with some administrative controls condensed or unavailable.
Constructable keeps core financial records accessible on smaller devices, with some administrative controls condensed or unavailable.
Best for: Project managers, subcontractors, approvers, and field users · Outcome: Know when to switch to desktop web.
On mobile or native layouts, you can generally:
- Open financial indexes and records
- Review contract, change, invoice, and Receipt details
- Submit or approve supported invoices when permitted
- Add a Receipt
- Open compact action menus
Use desktop web for:
- SOV CSV import
- Initial budget setup and large budget edits
- Dense Budget Report analysis
- Detailed Payment Application customization
- Side-by-side browser workflows for generated documents; native can open supported files through the device browser
- Connecting and configuring accounting integrations
Mobile layouts can reduce pinned columns or place actions in an ellipsis menu. If a control is missing, check platform support and permissions before assuming the record is locked.
Financial data is sensitive. Use device security appropriate to the project's requirements, especially when downloading contracts, invoices, or reports.