Overview

Automatically Address Transactions for Selected Installments/OP_Automatically_Address_Transactions_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 the master on/off switch that turns on automatic matching (addressing) of payments that are brought into Classter through a bulk/mass import, such as an Excel file or an external database feed, rather than being entered through the online payment portal. When enabled, the system automatically links each imported payment to the correct _Student_ installment and creates the corresponding financial transaction, instead of requiring staff to manually address each imported payment one by one.

Where It Is Used

This setting is not shown on its own screen. It is a backend configuration that takes effect automatically whenever a batch of payments is brought into Classter through the mass import feature (Excel file or external database), controlling whether those imported payments are automatically matched to installments and turned into transactions.

• Main Menu > Financial > Transactions > Actions > Online Payment > Import (the mass import screen where imported payment files are uploaded and mapped; this feature must be enabled for the institution through the Mass Imports license right).
• The result of this setting is visible afterward on the Arrangements List and Installment Analysis screens, where automatically addressed imported payments appear matched to the correct _Student_ installments.

Business Logic / Behavior

• When enabled, the system automatically addresses (matches) imported payments to the relevant installments during the mass import process.
• This is the prerequisite switch for all other settings in this sub-group; the other Mass Import addressing settings (payment method, payment account, transaction type, reason, and so on) only take effect when this setting is enabled.
• When disabled, imported payments are brought into the system without being automatically linked to an installment, requiring manual addressing by finance staff afterward.
• This setting applies specifically to bulk/mass-imported payments, separate from the equivalent automatic addressing setting used for online Free Value Payments.

Example(s)

Fairview International School receives a batch of 84 payment records from its bank each week, including a $340 payment from one _Student_ that exactly matches their $340 spring installment due March 15, and imports them into Classter via Excel. By enabling Automatically Address Transactions for Selected Installments (Mass Import), the finance team ensures that as soon as the file is imported, each payment (such as that $340 payment) is automatically matched to the correct _Student_ installment and a transaction is created, saving hours of manual reconciliation work.

When to Use

When to Enable

Enable this setting when the institution regularly imports payment data in bulk (from Excel files or an external database) and wants those payments automatically matched to _Student_ installments without manual review of each row.

When to Disable

Disable this setting if the institution prefers to manually review and address every imported payment individually, for example when import data quality is inconsistent or extra verification is required before a transaction is created.

Notes

• Prerequisite: the Mass Import payment feature itself (Excel or database import of payments) must be configured and in use for this setting to have any effect.
• Related settings: Transaction Type/OP_Transaction_Type_Free_MassImport (Financial Settings > General Settings > e-Payments > Transaction properties for addressing Payments via Mass Imports (Excel/DB)), Payment Method/OP_Payment_Method_Free_MassImport (Financial Settings > General Settings > e-Payments > Transaction properties for addressing Payments via Mass Imports (Excel/DB)), Payment Account/OP_Payment_Account_Free_MassImport (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.