Overview
SEPA File Category/SepaFileCategory is a setting located under Financial Settings > General Settings > Other Payments, in the SEPA Payments sub-group.
What This Setting Does
This setting lets the institution choose which file category should be used to store and organize SEPA (Single Euro Payments Area) bank transfer files generated or uploaded within Classter. File categories in Classter are used to classify uploaded or generated documents so they can be found and managed consistently.
Where It Is Used
This setting was found referenced directly in the Portal’s financial settings screen, where it pre-selects the SEPA file category on the SEPA configuration form. The main place affected is:
- Main Menu > Financial Settings > General Settings > Other Payments > SEPA Payments – the page reads this setting’s saved value to pre-select the corresponding entry in the SEPA File Category dropdown, drawing the list of available categories from the institution’s configured file categories.
Business Logic / Behavior
- This is a single-select setting, so only one file category can be designated for SEPA files at a time.
- The options offered are drawn from the file categories already configured in the institution’s file management setup.
- Files related to SEPA transfers are automatically classified under the selected category once this setting is configured.
Example(s)
Example National Institute has file categories named Banking Documents and General Correspondence. The finance office selects Banking Documents as the SEPA File Category. During March, Classter generates 42 SEPA transfer files; all 42 are automatically organized under Banking Documents rather than mixed in with the institute’s other general files.
When to Use
Use this setting when the institution wants SEPA transfer files to be automatically organized under a specific, consistent file category rather than left uncategorized.
When to Enable
Not applicable in the strict sense, since this is a single-select choice rather than an on/off toggle. Select a file category when the institution wants SEPA files to be automatically organized.
When to Disable
Leave this unset if the institution does not use SEPA file generation or does not need SEPA files categorized separately from other files.
Notes
Prerequisite: the desired file category must already exist in the institution’s file category configuration before it can be selected here.
- SEPA Payment Methods/SepaPaymentMethods (Financial Settings > General Settings > Other Payments > SEPA Payments)
- SEPA Bank/SepaBank (Financial Settings > General Settings > Other Payments > SEPA Payments)
- Related configuration: Files Category (Configuration > Parametric Lists > Files Category) – this is where the file categories offered in this setting’s dropdown 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.
