Step 1: From within ConnectWise PSA navigate to System > Setup Tables > Search for Custom and click on "Custom Menu Entry"
Step 2: Click on the plus sign on the top right corner to create a new custom menu entry.
Step 3: Fill in all the required fields and select the location. We recommend including "All" location.
- Menu Caption: Mobius
- Menu Location: Finance
- Link: https://mobius.gozynta.com/
- Location: Include All
Step 4: Then click save and close.
Step 5: When you refresh your screen you will see Mobius now under the Finance tab. (You may need to log out and log back in for this to appear)
