Overview

Reason Free Text/OP_FreeText_Reason_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 setting lets the institution type in the exact default text to use as the payment reason on transactions automatically created from mass-imported payments, when the Type of Reason setting for Mass Import is configured to use free text. It gives finance staff full control over the wording that appears on these automatically generated transactions.

Where It Is Used

This setting is not shown on its own screen. It is a backend configuration that takes effect automatically during the mass import of payments, applying the entered text to the reason field of each automatically created transaction, when Type of Reason (Mass Import) is set to free text.

• 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 transaction statements, receipts, and financial reports, as well as on the Arrangements List and Installment Analysis screens.

Business Logic / Behavior

• This text field only takes effect when Type of Reason (Mass Import) is set to use a free-text reason rather than an automatic, predefined, or plan-derived reason.
• The same text is applied uniformly to every transaction automatically addressed from mass-imported payments while this configuration is active.
• If this field is left empty while free text is selected as the reason type, the automatically created transactions show a blank reason.
• This setting is independent of the equivalent free-text reason setting used for online Free Value Payments, allowing different wording for imported versus online payments.

Example(s)

School Beta imports a batch of payments collected from a third-party collection agency, including a $150 payment toward a _Student_’s installment. With Type of Reason (Mass Import) set to free text, the finance team enters “Third-Party Collected Payment” into Reason Free Text (Mass Import), so every transaction created from that import batch, including the $150 transaction, clearly states its origin.

When to Use

This is a free-text field rather than a toggle, used only when the institution has chosen the free-text option in Type of Reason (Mass Import) and wants a specific, consistent wording applied automatically.

Fill in this field whenever a fixed, descriptive reason is preferred over an automatically generated or predefined one for imported payment transactions. If a different reason type is selected (automatic, predefined options, or plan-derived), this text field is not used.

Notes

• Prerequisite: Type of Reason/OP_Type_Of_Reason_Free_MassImport must be set to the free-text option for this setting to have any effect; the Mass Import payment feature and automatic addressing should also be enabled.
• Related settings: Type of Reason/OP_Type_Of_Reason_Free_MassImport (Financial Settings > General Settings > e-Payments > Transaction properties for addressing Payments via Mass Imports (Excel/DB)), 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)).
• 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.