Overview

Transaction Type/OP_Transaction_Type_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 defines the preselected, default transaction type (or document series) that Classter uses when it automatically creates a transaction for a payment brought in through a mass import (Excel file or external database). Options typically represent different combinations of invoice and payment receipt, such as an invoice with payment, an invoice on credit, or a standalone payment receipt, with or without a payment arrangement attached.

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, determining what type of financial document is generated for each automatically addressed imported payment.

• 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 the generated transaction document type reflects this setting.

Business Logic / Behavior

• The selected transaction type is used consistently across all automatically addressed payments coming from a mass import, unless overridden by other logic.
• If the institution uses a Multiperiod Financial Arrangement setup, this setting needs to have the same value configured for every period.
• This setting only applies when automatic addressing of Mass Import payments is enabled.
• If this setting is left unset, automatic addressing for mass-imported payments cannot complete, since a transaction type/document series is required to generate the transaction document.

Example(s)

A University imports a monthly batch of bank payment records into Classter, including a $1,200 tuition payment for one _Student_. The finance office sets Transaction Type (Mass Import) to “Invoice and Payment” so that every automatically addressed imported payment, such as that $1,200 payment, produces a combined invoice-and-payment document for the matching $1,200 amount, matching how the university normally issues these transactions when processed manually.

When to Use

This is a dropdown selection rather than a toggle, so it is used whenever automatic addressing of mass-imported payments is enabled and the institution needs to specify which type of financial document should be generated.

Configure this setting to match the institution’s standard document type for payments of this kind, keeping mass-imported transactions consistent with manually created ones. If the institution uses a Multiperiod Financial Arrangement, ensure the same transaction type is used across all periods, as inconsistent values can cause issues.

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: 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)), 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)).
• 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.