How to set up a custom menu link to Mobius in ConnectWise PSA

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)

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