Overview

Institute Financial Officer/Online_Payment_Institute_Financial_Officer is located in Financial Settings > General Settings > e-Payments > Basic Settings. It designates which employee account is treated as the institution’s financial officer for online payments purposes.

What This Setting Does

This setting allows the institution to select a specific _Teacher_ [Employee] or staff account that represents the institute’s designated financial officer. This person can then be referenced by the system in relation to online payments, for example as a point of contact or an approver associated with payment processes.

Where It Is Used

This setting affects backend financial administration processes, such as identifying a point of contact or approver for online payment matters, rather than appearing on any _Student_, _Parent_, or _Teacher_ [Employee] facing screen.

Business Logic / Behavior

• This is a dropdown (single-select) setting listing employee accounts.
• Only one employee can be designated as the institute financial officer at a time.
• If left unset, the system has no designated financial officer associated with online payment activities, which can affect any workflow or notification that relies on this role.

Example(s)

In Alfa School, the finance department wants a specific staff member, head accountant Maria Ioannidou, to be recognized as the institute’s financial officer for online payment matters. The administrator selects Maria Ioannidou’s employee account in the Institute Financial Officer setting, so any of the roughly 500 online payments processed per month that reference this role point to her rather than being left unassigned.

When to Use

Use this setting when the institution wants to formally designate one staff member as responsible for or associated with the online payments function, particularly if other processes or reports reference this role. Update it whenever the responsible staff member changes.

Notes

• Prerequisites: Enable online payments/Use_Online_Payments should be turned on since this setting is part of the online payments configuration; the selected person must exist as an employee account in the system.
• Related settings: Enable online payments/Use_Online_Payments (Financial Settings > General Settings > e-Payments > Basic Settings); Payment Gateways in Mobile App/Online_Payment_Type_Mobile (Financial Settings > General Settings > e-Payments > Basic Settings).
• Related configuration: Employees & Contacts (Management > Personnel & Contacts > Employees & Contacts) – where employee accounts are created and managed, including the one selectable here as the institute financial officer.

K-12 vs Higher Education: This setting behaves the same regardless of whether Higher Education Mode (Enable Configuration for Higher Education/Xrisi_parametropoihshs_kolegiou) is enabled or disabled.