Cloning Charge Type Trees (How To & Reference)

Note: The cloning feature is only applicable to charge types within a parent organized structure. 

1. Navigate to Admin > My Lists.
2. Select Charge Types from the Administer drop down.
3. Select the Parent charge type and scroll to the bottom of the screen.
4. Select Clone.
   

5. Determine how the Charge Type name should be adjusted. 

   1. None
   2. Replace one label with another
   3. Add a label to the end
      

   In this example, replace the current Hebrew year (5785) with the upcoming Hebrew year (5786)

6. Select Clone to complete the process.
   

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.

Related Resources

• Adding New Charge Types
• Editing Charge Types