On the Time Report page, I receive an error saying a Type/Code is not setup, but nothing is missing on the Account Manager page. How do I fix this?
This is usually a permission issue. Open the API Member in ConnectWise PSA and see if any service boards appear in the Restricted Boards section and remove them.
How do I know what a setting really does?
Most settings have an Info Icon (white circle with an “i”) that will display an explanation of that option in detail. Just hover your mouse over the Info Icon to view the explanation.
Should I configure my Service Manager as COGS Only?
Service Managers are typically considered COGS. However, if the service manager rarely enters any billable time on tickets, then the Split Type should be set to “COGS/Member Type” on the Member Manager page.
How do I remove a member from LaborCast that is no longer listed in ConnectWise PSA?
On the Member Manager page, select the Make Inactive button at the end of the row for that member.
How do I configure StreamlineIT Members in LaborCast?
StreamlineIT Member are excluded from LaborCast. They are meant to be used for employees are a client site and are therefore not part of your payroll.