Overview
Included Periods When Override Online Payment’s Selected Period Is Enabled/OP_Included_Transation_Periods_When_Override_Period_Is_Selected_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 choose which specific academic periods (terms, semesters, or similar date ranges) should be considered when Classter automatically overrides the period on a mass-imported payment, as controlled by the related Auto-Calculate Transactions’ Period setting. It narrows down the set of periods the system is allowed to consider during that automatic calculation.
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 restricts which academic periods the automatic period calculation is allowed to choose from for each imported payment.
- The actual period matching 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
- This setting allows selecting one or more periods from the periods configured for the institution.
- This setting is only relevant when Auto-Calculate Transactions’ Period in Auto Address Payments (Mass Import) is enabled, since it fine-tunes that automatic override behavior.
- If no periods are selected here, the automatic period override considers all available periods rather than a restricted subset.
- This setting is useful for institutions that want to limit automatic period matching to current or upcoming periods, avoiding accidental matches to old, closed periods.
Example(s)
Alpha Institute wants imported payments to only ever be automatically matched to the Fall 2026 term (September 1 – December 20, 2026) and the Spring 2027 term (January 15 – May 30, 2027), never to the Spring 2026 term that closed on May 30, 2026. The finance team configures Included Periods When Override Online Payment’s Selected Period Is Enabled (Mass Import) to include only Fall 2026 and Spring 2027, so a $325 imported payment received on October 10, 2026 is automatically matched to Fall 2026 and never assigned to the closed Spring 2026 period.
When to Use
This is a multi-selection field rather than a toggle, used only when automatic period calculation/override is enabled and the institution wants to control which periods are eligible for that automatic matching.
Configure this setting when the institution has multiple academic periods and wants to prevent automatic addressing from assigning imported payments to unintended periods, such as closed or archived terms. If automatic period calculation is disabled, this setting has no effect.
Notes
- Prerequisite: Auto-Calculate Transactions’ Period in Auto Address Payments/OP_Auto_Calculate_Transaction_Period_In_Auto_Address_Payments_Free_MassImport should be enabled, along with the Mass Import payment feature and automatic addressing, for this setting to take effect.
- Related settings: Auto-Calculate Transactions’ Period in Auto Address Payments (OP_Auto_Calculate_Transaction_Period_In_Auto_Address_Payments_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)).
- Related configuration: Academic Period (Configuration > Academic Periods) – this is where academic periods (school years) themselves are created and managed.
- 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.
