Accounting integrations and access

Using financial tools on mobile and native devices

Constructable keeps core financial records available on smaller devices, although some administrative controls are condensed or available only on desktop web.

Project TeamDesktop WebVerified July 24, 2026

Constructable keeps core financial records available on smaller devices, although some administrative controls are condensed or available only on desktop web.

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 may show fewer pinned columns or place actions in an ellipsis menu. If you cannot find a control, 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.

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