Overview
Auto-Calculate Transactions’ Period in Auto Address Payments (Overrides the Selected by the User)/OP_Auto_Calculate_Transaction_Period_In_Auto_Address_Payments_Free_MassImport is a setting located under Financial Settings > General Settings > e-Payments, in the Transaction properties for addressing Payments via Mass Imports (Excel/DB) sub-group.
What This Setting Does
This is an on/off setting that controls whether Classter automatically works out the correct academic period for a mass-imported payment during automatic addressing, overriding any period value that may have been specified in the import data or selected by a user. This helps ensure payments are matched to the period they actually apply to, rather than relying on a possibly incorrect or missing value from the import source.
Where It Is Used
This setting is not shown or referenced on any screen by name; it is read automatically by Classter in the background when a mass payment import is processed. Its effect becomes visible through the mass import feature reached from the following path.
- Main Menu > Financial > Financial Documents (Transactions tab) > Online Payments, using the Import action to start a mass import of payments; once the imported file is processed, this setting determines whether the academic period is automatically recalculated for each imported payment during addressing.
- The actual period calculation happens automatically once the import is submitted, and the resulting period assignment can be reviewed afterward on the Online Payments list and on the affected _Student_’s Arrangements List / Installment Analysis screens.
Business Logic / Behavior
- When enabled, the system calculates the applicable academic period itself and overrides any period value that was otherwise selected or supplied.
- This setting only applies when automatic addressing of Mass Import payments is enabled.
- When disabled, the period specified in the import data or chosen by the user during the import process is used as-is, without the system recalculating or overriding it.
- This setting works together with Included Periods When Override Period Is Selected (Mass Import), which defines which periods are eligible to be included in this automatic calculation.
Example(s)
Alpha Institute imports a batch of payments where the source file does not reliably indicate which academic period each payment belongs to; one $600 payment received on February 3, 2026 has no period value in the file. By enabling Auto-Calculate Transactions’ Period in Auto Address Payments (Mass Import), Classter automatically determines that the $600 payment belongs to the Spring 2026 period (running January 15 to May 30, 2026) based on its payment date, rather than trusting a potentially inaccurate or missing value from the file.
When to Use
When to Enable
Enable this setting when the institution wants Classter to determine the correct academic period automatically for imported payments, particularly when the import source’s period data is unreliable, incomplete, or should not be trusted over the system’s own calculation.
When to Disable
Disable this setting if the institution prefers to rely on the period value already present in the import file or chosen manually during the import process, without the system overriding it.
Notes
- Prerequisite: the Mass Import payment feature and automatic transaction addressing for Mass Import payments should be enabled for this setting to take effect.
- Related settings: Included Transaction Periods When Override Period Is Selected (OP_Included_Transation_Periods_When_Override_Period_Is_Selected_Free_MassImport in Financial Settings > General Settings > e-Payments > Transaction properties for addressing Payments via Mass Imports (Excel/DB)), Auto Address Payments Priority (OP_Auto_Address_Payments_Priority_Free_MassImport in Financial Settings > General Settings > e-Payments > Transaction properties for addressing Payments via Mass Imports (Excel/DB)), Default Location for Students Found With No Record in Period (OP_Default_Location_For_Students_With_No_Record_In_Period_Free_MassImport in Financial Settings > General Settings > e-Payments > Transaction properties for addressing Payments via Mass Imports (Excel/DB)).
- 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.
