Overview

The Selection of Identification Number to be Displayed in the Mass Billing Form & Other Financial Forms setting (MassBilling_Identification_Number_Selection) is located in Financial Settings > General Settings > General Financial Parameters, under the Additional Settings sub-group.

What This Setting Does

_Students_ can have several types of identification numbers stored in the system, such as a passport number, an ID card number, a tax identification number, a social security number, or an external code. This setting lets an institution choose which one of these identification numbers should appear as an extra column in the mass billing list and other related financial forms, making it easier for finance staff to identify _Students_ using the identifier that matters most to them.

Where It Is Used

This setting affects the following screen, where a list of _Students_ is shown for billing purposes.

• Main Menu > Management > Financial > Mass Billing – the selected identification number type is added as an extra column in this screen’s _Student_ list.

Business Logic / Behavior

• This is a single-select (dropdown) setting; the administrator picks one identification number type, such as Passport, ID Card Number, Global Registration Number, Social Security Number, External Code, Tax ID, or Unified Government ID.
• Selecting a value adds an extra column showing that identification number in the mass billing list and other financial forms.
• If no value is selected, the additional identification number column does not appear, and the forms show only their standard columns.
• If a _Student_ does not have a value recorded for the chosen identification number type, that column appears blank for that _Student_.

Example(s)

At Example Academy, the finance team runs a Mass Billing batch covering 312 _Students_ and commonly needs to cross-reference each bill against the _Student_’s 9-digit national tax identification number (for example, 123456789) when submitting information to local tax authorities. An administrator named Alex sets this setting to Tax ID. From then on, whenever the finance team opens the mass billing form for those 312 _Students_, an additional column showing each one’s 9-digit tax identification number is displayed, saving them from having to open all 312 individual profiles to look it up separately.

When to Use

Configure this setting when finance staff regularly need to see a specific identification number (such as a tax ID, passport number, or external code) directly within the mass billing form or related financial forms, instead of navigating to each _Student_’s profile individually. If no particular identification number is regularly needed in these forms, the setting can be left unconfigured so the forms show only their standard columns.

Notes

Prerequisite: for the additional column to be useful, _Students_ should already have values recorded for the chosen identification number type.

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