Where are my financial documents on the mobile app? (Android)

You can access your client's financial documents from the mobile app.

Your financial documents are located in your client's file. To access your client's financial documents:

  1. Open up your contact's or job's file
  2. Scroll to the menu and select "Financials"
Mobile App - Android - Financials - File Menu

This takes you to all of the financial documents related to that client.

Mobile App - Android - Financials Overview