Create New Account Types

Short Video 

Access the short video in ShulSchool 

To access your ShulSchool account, follow the steps below: 

1. Login to your ShulCloud account as an Admin.  
   (anyone you want to have access to ShulSchool needs to have at least one admin permission) 
2. Select the "?" in the menu bar. 
3. Click on ShulSchool. 

Add New Account TYpe

1. Navigate to Admin > My Lists > Account Types from the Administer drop down. 
2. Select Add New.

Enter a Name for the account type, which will be listed in the left column once added. 

Default Type for New Accounts: When creating a new account, it can be set as the default account type. If no default is selected, when creating new accounts, the first account type in alphabetical order will populate.

Is Organization: If this is checked, the account will be formatted slightly differently to be optimized for organizations.

Is Membership Category: Use this setting to run a Membership Report in Reports > Reports.

Batch Bill Amount: To give this account type a specific value that everyone is charged when adding a batch bill, enter that amount here. If you do NOT bill everyone in each account type the same amount, leave this at zero and it will NOT be included when billing by account. For more information about batch billing, click here.

Goal Only Account: Used in the fundraising system. This can be marked as a fundraising-only account type.