Use the browser ERP on your phone

Before you start

Use a supported modern browser and your normal sign-in, including MFA where required. Workspace access rules still apply.

Follow these steps

1. Open the mobile menu and choose the permitted area.
2. Find the record with search or filters.
3. Open its detail view rather than relying on a shortened table row.
4. Review the full form and confirmation before submitting.
5. After an interrupted response, inspect the record or available recovery result before repeating the action.

Check the result

The browser uses the same workspace records and permissions. Detailed tables may need horizontal scrolling.

If you get stuck

Check whether a menu or overlay is obscuring a control. Preserve unsaved work and include the phone and browser details in a support request.

One thing to remember

This guide covers the browser. Confirm native-app distribution and device workflows separately. Do not assume offline processing or automatic recovery of unsaved edits.

Keep going

• Resolve a form error without creating duplicate records

• Write a support ticket that is easier to investigate

• Compare the mobile app and browser

Still need a hand?

Tell us what you tried, what you expected and what happened. Keep passwords, API keys and private customer information out of your message.

Open a support ticket. Visitors without a workspace can contact us.

Still stuck?

Before contacting support:

1. Confirm the workspace, record number, date range and status.
2. Check your role permissions and the source document.
3. Refresh once and search for the record before repeating a submission.
4. Check the relevant guide for the next action; do not force a match, posting or approval.

If you still need help, include the page address, exact message, time, expected result and checks already completed. Never send passwords, API keys, payment-card details or provider secrets.