All products need to be categorized in the Lookup> Products table. This is done initially when you go through the onboarding process for MSPCFO. After the initial setup, if you add a product category and have not updated the Lookup > Products table, the Products health check will show you the products you need to initialize.  

Why is this important? The PSA considers every line item on an invoice a "product", but for our reporting package, we need to understand what is product and what is labor.

If a new product category from the PSA is detected by MSPCFO which has not yet been categoried, you will see entries in the health check. The message tells you how many uncategorized product categories have been detected. Click on the yellow arrow head below to see the line items in question.

The Product Categories (1) are listed with the date they were created (2) and the number of times they have been invoiced (3).

Products are initially set up in MSPCFO by editing the Lookup> Products table. Once you click on the Edit Products button at the bottom of the page and check the line items that are true products (the check means Yes), and save the changes, all products on the list are categorized. Any new product that you have added since the original setup are not categoried (even though the default of No shows on the table).

To update the uncategoried products, go to the Lookup > Products table where for each of your products a "Yes" or "No" is assigned. Make sure you have a list of the products that showed up in the Health Check. As said above, every product listed in the Lookup>Products table looks like there is a setting in is_Product column. This is because the default value is No, but the table does not recognize a new Product Category until it has been edited. Click on the Edit Products button at the bottom of the table.

When the report is in edit mode, change any uncategoried products from the Health Check: Products table. If the category is not a true product (but some type of labor), leave the box unchecked. If the product is a true product, check the box. Then make sure to Save the changes when you are finished updating the products (even if you leave all the ones to change blank - No).

To make sure that the categories are now assigned, go back to the health check for Products and the list of unassigned products should be empty.