Overview

Enable the use of proposals based on arrangement payers and for the selected operational processes/Enable_the_use_of_proposals_based_on_arrangement_payers_and_for_the_selected_operational_processes 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 lets an institution choose specific operational processes, such as mass billing, for which the system will automatically propose payment and invoicing defaults based on the payers defined on a _Student_’s [Learner’s] arrangement. Instead of manually selecting who to bill and at what rate, the system suggests defaults derived from the arrangement’s payer configuration, which staff can then review before finalizing.

Where It Is Used

This setting affects the Mass Billing screen, where Transactions are generated for many _Students_ [Learners] at once. It takes effect when staff run mass billing, at which point the system returns proposed billing lines per _Student_ and per payer based on their arrangement rates.

• Main Menu > Financial > Mass Billing

Business Logic / Behavior

• For each operational process selected in this setting, the system attempts to propose payment and invoicing defaults using the payers configured on the _Student_’s arrangement.
• In mass billing scenarios, multiple proposal lines may be returned for a single _Student_ when there are multiple payers, each reflecting that payer’s respective rate.
• The proposal stage does not take into account any prior payments or billing activity already recorded for the _Student_ or arrangement.
• This is a multi-select setting; an institution can enable the proposal behavior for one or more operational processes rather than a single on/off switch.
• If no operational process is selected, the proposal behavior described here is not applied.

Example(s)

An International School enables this setting for the mass billing process. A _Student’s_ [Learner’s] arrangement has two payers: the parent is billed $800 per term and a corporate sponsor covers the remaining $400 per term. When the Finance team runs mass billing for the 120 _Students_ [Learners] enrolled in this term, the system automatically proposes two separate invoice lines for this _Student_, an $800 line addressed to the parent and a $400 line addressed to the sponsor, instead of staff having to manually split and address each billing line. Staff then review and confirm the proposed lines before issuing the Transactions.

When to Use

Use this setting when the institution wants to speed up billing-related processes, particularly mass billing, by having the system pre-fill likely payment and invoicing details based on how arrangement payers are already configured. This is most valuable when arrangements commonly involve multiple payers per _Student_ and manual entry of billing lines is time-consuming. Because prior payments and billing history are not factored into the proposal, review the suggested lines carefully before confirming, especially for _Students_ with partial payment history.

Notes

Prerequisites: Arrangements with defined payers must be set up for the relevant _Students_ for the proposals to be meaningful.

• 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)
• 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)
• Return only Locations related with Student assignments in period/Return_Only_Locations_Related_With_Student_Arrangements_In_Period (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.