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. 


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)