Overview

The Keep Financial Comment As Plain Text setting (Keep_Financial_Comment_As_Plain_Text) is located in Financial Settings > General Settings > General Financial Parameters, under the Additional Settings sub-group.

What This Setting Does

This setting controls how the comment field on financial records is edited and displayed. By default, financial comments can be entered using a rich text editor, which allows formatting such as bold text, colors, bullet points, and links. When this setting is turned on, financial comments are instead kept as plain text, without any formatting options.

Where It Is Used

This setting affects the comment field on financial records, determining whether staff see a simple text box or a rich text editor with formatting tools.

• Main Menu > Students > [open a _Student_ record] > Financial Tab – the financial comment field on a _Student_’s financial information follows this setting.
• Main Menu > Management > Financial > Arrangements List > [open an arrangement’s Collection Data] – the comment field shown here for collection-related financial information also follows this setting.

Business Logic / Behavior

• This is an on/off checkbox setting.
• When enabled, the financial comment field behaves as a plain text box: no formatting (bold, italics, colors, bullet lists, etc.) can be applied to the text.
• When disabled (the default), the financial comment field uses a rich text editor, allowing staff to format their comments.
• This affects only financial comments, not comments or notes in other unrelated areas of the platform.

Example(s)

At Example Academy, an administrator named Alex notices that when staff paste content from Word into financial comments, it brings along 3 different text colors, mixed font sizes, and nested bullet lists that then break the layout of a $1,200 installment’s printed receipt and CSV export. Alex enables the Keep Financial Comment As Plain Text setting. From then on, when staff add a note such as “Paid $1,200 via bank transfer on July 3” to a _Student_’s financial arrangement, they only see a simple text box with no formatting options, keeping every financial comment consistent across all reports and exports.

When to Use

When to Enable

Enable this setting when the institution wants financial comments to remain simple, consistent, and free of formatting, for example to avoid inconsistent styling in printed reports, exports, or integrations that do not support rich text.

When to Disable

Disable this setting (the default) when staff should be able to format financial comments for clarity, such as highlighting important information, adding bullet lists, or emphasizing key details with bold text.

Notes

Related settings: Crm_Categories_For_Financial_Overview_List (Financial Settings > General Settings > General Financial Parameters > Additional Settings); MassBilling_Identification_Number_Selection (Financial Settings > General Settings > General Financial Parameters > Additional Settings).

This setting behaves the same regardless of whether Higher Education Mode (Enable Configuration for Higher Education/Xrisi_parametropoihshs_kolegiou) is enabled or disabled.