Overview

Allow the reason and remark to be transferred to the online payment/Allow_Reason_And_Remark_To_Be_Transfered_To_The_Online_Payment is a setting located in Financial Settings > General Settings > Transaction Settings, under the New Transaction Form Setting sub-group.

What This Setting Does

This setting controls whether the reason and remark text that a user enters on a Transaction are automatically carried over into the corresponding online payment entry. When enabled, the same descriptive information that was typed on the Transaction is reused for the online payment, so staff and, where applicable, the payer do not need to re-enter it.

Where It Is Used

This setting affects the New Transaction form, the pop-up used to issue a Transaction such as a payment, receipt, or invoice. It takes effect at the moment a Transaction is created and an online payment entry is generated from it, determining whether the reason and remark fields are copied across automatically.

• Main Menu > Financial > Transactions (New Transaction form)
• Main Menu > Financial > List of Payers (New Transaction form)
• Main Menu > Students > Students List > (open a _Student_) > Accounting tab (New Transaction form)

Business Logic / Behavior

• When enabled, the Reason and Remark values entered on the Transaction are transferred as data to the matching fields on the online payment entry.
• When disabled, the online payment entry does not automatically inherit these values, so it may be created with blank or independently entered reason/remark information.
• This is a simple on/off toggle with no further configuration options.

Example(s)

Riverside Preparatory Academy enables this setting. A Finance Officer issues a Transaction of $650 for a _Student_ [Learner] with the reason “Tuition” and the remark “Spring Term Tuition Installment 2 of 4, due March 15”. With this setting enabled, when the corresponding online payment entry for that $650 is generated, the same reason “Tuition” and remark “Spring Term Tuition Installment 2 of 4, due March 15” are automatically copied onto it, so the family sees exactly what the $650 charge is for instead of a blank or generic description.

When to Use

When to Enable

Enable this setting when the institution wants consistent, matching descriptive information between the internal Transaction record and the online payment the payer interacts with, reducing confusion about what a charge relates to.

When to Disable

Disable this setting if the institution prefers to keep internal reason/remark notes separate from what is shown externally in the online payment, for example when internal remarks contain information not meant for the payer.

Notes

Prerequisites: Online payment functionality must be configured and in use for this setting to have a visible effect.

• Do not allow backoffice users to edit installments amount in Transaction payment process/Do_not_allow_backoffice_users_to_edit_installments_amount_in_Transaction_payment_process (Financial Settings > General Settings > Transaction Settings > New Transaction Form Setting)
• Select the person you want to be notified via E-mail, when issuing a transaction/New_Transaction_Email_User (Financial Settings > General Settings > Transaction Settings > New Transaction Form Setting)
• Arrangements to be filtered by the selected Location/Arrangements_To_Be_Filtered_By_The_Selected_Location (Financial Settings > General Settings > Transaction Settings > New Transaction Form Setting)

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