Select your product and find the corresponding answers
Do not forget that many problems can be solved through very simple steps like restarting your Mac (scanners), connecting to your account (activations) or checking your network connection. If our answers do not help you solve the problem, let us help you directly by contacting our helpdesk. In that case, please state the obvious first: your version number, your macOS version and the way things happened.
Licence activation, deactivation, reactivation
If, when you want to activate MacPay on one of your computers, the software returns an error indicating that you do not have a licence available, you may have exceeded the limit of two activations allowed per licence, for example by forgetting to deactivate your software (from the MacPay+ | Licence menu) before uninstalling it or changing machines.
You can resolve the problem at any time on our site. Login to your account and deactivate the licence(s) in the Licence Keys menu.
How many computers can be activated with my licence key ?
MacPay+ comes with an license key that gives you the right to activate on two different computers that share data. Additional licences are available for more important installations.
How can I access my account in the new shop ?
Our system has changed entirely.
We have transferred your previous orders in the new system and you should be able to see everything in your account. When login in, please ask the system for a new password if you can’t remember yours. It will be sent at your last know email address (the one used to register your current version of MacPay).
Connect and update your personal data if needed. If you do not have access to your old email address, please contact us at sa***@****ay.swiss so that we can make the necessary changes for you.
May I receive a discount on the upgrade price of MacPay+ ?
If you bought MacPay Business after Jan. 31st 2016, you are entitled to a free upgrade to MacPay+. You should have received a promotion code to unlock this offer. Should it not be the case, please contact us with a proof of purchase.
If you bought MacPay Standard after Jan. 31st 2016, you are entitled to an upgrade to MacPay+ with a Fr. 40.- discount on the upgrade price. You should have received a promotion code to unlock this offer. Should it not be the case, please contact us with a proof of purchase.
Which discounts are available for bank customers ?
We have changed our pricing scheme to make it more understandable and open: the base price has been lowered by Fr 60.- and we offer the previous bank discount to every one. The new price is now Fr 178.-
Are my data safe from attacks and hackers ?
MacPay+ data are as safe or as vulnerable as macOS itself. quartesoft uses Apple security methods to store your passwords. Virus and Trojan horses attacks are those of macOS.
You always have a choice not to store your login parameters in the application. you should take updates to your macOS and browser seriously however as protection is not guaranteed by anyone when using a five years old operation system.
What kind of support channel do you offer ?
A remote installation, configuration option will be available soon in French and English via Teamviewer sessions. You will need to buy the corresponding pack on our website. For precise questions, our support helpline is available by email at helpdeskgquartesoft.ch.
Is MacPay+ able to import mQuickPay data?
Yes, MacPay+ can import your QuickPay data as a fully functional database. You can switch without loosing one bit of your bank history.
What is your update policy?
We offer full support of our products (bug corrections, changes in the banks interfaces, macOS compatibility) within 3 macOS versions: the current version support starts with macOS 10.10 (Yosemite) and extends to 10.11 (El Capitan) and 10.12 (Sierra). when macOS 10.13 will be released, we will abandon macOS 10.10 support and testing. The application should still work but will not correct any bugs or changes in the bank system which were not present before the change.
These support releases are very regular and free of charge. Only new functionalities may incur a charge but this does not happen more than once every other year at best.
How to prepare a screenshot
Does MacPay+ import my current database?
Yes, of course. MacPay+ imports data from MacPay and MacPay Business (version 4.x) at the first launch on the same machine. If you have changed machines or if the automatic import has not been performed, search for your data, drop it on the desktop of the machine where MacPay+ is located, then launch MacPay+ and, if not, create a new workbook.
When the software is open, go to the File Menu and select Import from MacPay 4 and select the data available on the desktop.
Is MacPay+ compatible with my bank?
Yes, MacPay+ is compatible with all Swiss banks, either in full or partially.
When the compatibility is full, MacPay+ is able to open a direct connection to the bank and upload payments, update account balances, download statements, e-documents and e-bills if the connection is to PostFinance. It becomes a local mirror of your bank data.
When the compatibility is restricted MacPay+ does not connect to the bank. Payment files are prepared and then transferred manually to the bak via your web browser. For a few banks, e-documents that you have manually downloaded to your desktop can be imported to MacPay+ to ease filing.
Compatibility is extended regular so that a maximum of banks get a direct connection.
Is MacPay+ compatible with my accounting app ?
MacPay+ exports data to a large number of accounting applications. There is a direct underlying exchange of data with MacCompta Pro form DailySoft. This means that overtime you open MacCompta you will be asked if you wish to take into account recent MacPay+ activities. New accounting formats are released regularly. Should your favorite program not be listed, please contact our helpdesk to discuss integration. If technically feasible, we’ll include it.
Is MacPay+ compatible with my scanner ?
Payments can be entered into MacPay+ in a lot of different ways. They all rely on the code line and in the future on the QR Code of the new payment slip.
If you use a specialized pen scanner, it will send the code line to MacPay+ which will recognize and handle it. We do not recommend this any longer.
MacPay+ gives its full potential when using a scan to PDF format (with the required 300 dpi at A4 size specifications). Any scanner can achieve this including the ubiquitous Multifunction printer you probably have near you. We do recommend however dedicated documents scanners such as the Fujitsu ScanSnap line whose quality of scan and ease of handling are unrivaled in the document scanning world. Different models cater for all possible volume requirements and prices start around Fr. 150.-
We made good experiences with scanning apps like ScannerPro for iOS.
Is MacPay+ ISO 20022 compatible ?
Yes for PostFinance accounts. Development is under way for banks and will be introduced on a bank by bank basis from the second semester of 2017 onwards. The change will be free for MacPay+ users. MacPay Standard and MacPay Business will not be adapted for ISO and will require an upgrade from 2018 on.
Does MacPay+ run on Windows ?
No, MacPay+ has been developed exclusively for macOS, from macOS 10.10 onwards
Is MacPay+ able to import my Paymaker data ?
As far as Paymaker for Windows is concerned, no. Technical reasons do not allow us to do so. For Paymaker Mac, this might be possible but we would need a full current database to make the development. If you have one and wish to help, please contact our helpdesk he******@********ft.ch.
Is MacPay+ able to import my UBSPay data?
Yes, MacPay+ can import your UBSPay data as a fully functional database. You can switch without loosing one bit of your bank history.
Is MacPay+ able to import mQuickPay data?
Yes, MacPay+ can import your QuickPay data as a fully functional database. You can switch without loosing one bit of your bank history.
Where are my data ?
MacPay+ saves your data in a single file that contains your accounts, your beneficiaries, your current and past payments, as well as PDFs of scanned invoices or e-documents downloaded from your bank.
This file, named MacPay+_DB.MPdc, is located by default here: user/library/Application Support/MacPay+.
If you use MacPay+ via a network, you may have moved the file to a location that you defined yourself during installation.
If you can no longer find the file containing your data, you have the following options:
a.
login to Preferences/Sharing and check the path indicated;
b.
search for the name with Spotlight;
c.
open the MacPay+ Help menu by pressing the Option key simultaneously. A new menu item appears, entitled Show my current database in Finder, which allows you to find the data file directly.
Copy and transfer my data
1. Launch MacPay+;
2. In the File menu, choose Save my data;
3. Save the resulting file anywhere convenient;
The file will hold an exact copy of all your data (your accounts, your saved recipients, your pending and executed payments, your PDF documents such as scanned invoices, e-documents or e-bills). You can copy it anywhere via network or external storage towards a second machine (if you need to change Mac). If you use a cloud service, zip the file first.
When you file has arrived at the desired location:
If you need to transmit your data to technical support staff, upload them with this secured link:
https://www.dropbox.com/request/wt8s8YV61HZ34ghKAC
How to use a PDF as an invoice in MacPay+
A number of companies like Swisscom or credit card companies use email to send you their invoices if you wish to. You may simply drag the PDF onto the current payments list to transform it into a payment with the PDF attached for reference.
Another method is available if the PDF is already open. Print it and in the print dialog, open the local PDF menu in the lower link corner. Select Modify this menu and add MacPay+ to it. You’ll then be able to send MacPay+ any document you need, whether a payment slip is present or not. If not, you’ll get in MacPay+ the necessary options to create a new payment or link the document to a previously saved recipient.
Migration from Credit Suisse to UBS and use of MacPay
This FAQ has been prepared by Quartesoft in agreement with our partners at UBS based on official information provided to customers. It aims to provide clear answers to additional questions specifically raised by users of our software.
Is MacPay compatible with UBS?
Yes. MacPay already works with UBS via the OFX UBS interface, just as it does with Credit Suisse via the DXI interface. You can continue to prepare and send your payments without adapting the software. No new version is necessary.
Do I need to recreate my UBS accounts in MacPay?
Yes. When you receive your new UBS information (IBAN, UBS E-banking contract, login details, AccessCard and reader), you will need to create your UBS accounts in MacPay in the account configuration dialogue.
Your old Credit Suisse accounts must remain configured in MacPay: they will serve as an archive and allow you to view your history.
Important: under no circumstances should you modify your configured Credit Suisse accounts by changing the IBAN to make them UBS accounts, as this will result in the loss of all your data.
What will happen to my old Credit Suisse accounts in MacPay?
After the migration, the following will remain visible in MacPay:
— your Archives (payments entered (including scanned invoices) and executed in MacPay),
— your Statements (entries downloaded from Credit Suisse),
— your e-documents (debit/credit notices and account statements in PDF format).UBS states that online access to Credit Suisse data will remain possible in scanning mode for three months after the migration.
With MacPay, you benefit from a permanent local archive, even after the Credit Suisse systems are permanently shut down.
Important: once your migration is complete and all downloads from Credit Suisse have been finished, disable the direct connection in the configuration of each Credit Suisse account and make the account inactive: Accounts menu | Set up accounts | Check Inactive account, uncheck Directly by MacPay.
Can I continue to import my e-documents as I did with Credit Suisse?
Not automatically. UBS does not make e-documents available via the OFX interface.
If you wish to continue filing your e-documents in MacPay, you can download them manually from the UBS website and then import them into MacPay at regular intervals.
What are the differences between the Credit Suisse and UBS logins?
With Credit Suisse, MacPay used the same login as on the Credit Suisse Online website: your login details + SecureSign application.
With UBS, two methods coexist:
• on the UBS E-banking website: login details + AccessApp application,
• for third-party software (including MacPay) via OFX: login details + AccessCard inserted into a reader with a keypad.
All MacPay customers currently with Credit Suisse will receive the necessary card and reader free of charge a few days before the migration.
Do I need to test my UBS payment or reporting files as recommended by UBS?
No. UBS recommends testing payment files in pain.001 format (e.g. salaries) and reporting messages (SWIFT MT940/camt), as some validations or fields differ from those of Credit Suisse.
With MacPay, no testing is necessary:
— MacPay has been generating pain.001 files that are compliant with UBS standards for years.
— MacPay already reads and interprets UBS reporting formats (via OFX). You can therefore continue to use MacPay as normal, without taking any additional action.
What are the differences in file processing between UBS and Credit Suisse?
UBS has reported certain differences in file processing, particularly with regard to salary payments.The masking of salary details for confidentiality reasons is guaranteed, but the exact type of processing depends on the bank. Check with UBS to ensure that the processing is compliant with your expectations.
Will my registered payments and recipients be lost?
No. All your recipients registered in MacPay remain available and usable with your new UBS accounts.Payments simply need to be debited from your new UBS accounts once they have been created. Please check whether you have set up a Credit Suisse direct debit account in MacPay and, if necessary, change it to a UBS account.
Is there a risk of losing my historical data?
No. After the migration, UBS reminds you that you have three months to download your Credit Suisse data if necessary. This data will not be transferred to UBS.
A big advantage for MacPay customers is that your data will remain archived locally in MacPay (archives, account statements and e-documents), with no time limits.
In summary:
— Create your new UBS accounts in MacPay in the account configuration dialogue.
— Leave your old Credit Suisse accounts in place to keep your archives, account statements and e-documents.
— Continue to use MacPay as normal: everything remains compatible.
— Please note that e-documents are no longer transmitted automatically by UBS, but can be imported manually after downloading.
— UBS login via OFX requires the AccessCard + reader, provided free of charge to migrated customers.
— UBS payment and reporting formats are already supported by MacPay, so no testing is necessary.
— Salary processing is guaranteed, but the terms and conditions depend on the bank.
— Enjoy the unique advantage of a perpetual local archive of your Credit Suisse accounts.
My file is refused by the bank with a format error
This is mainly a symptom of an incorrect configuration of your debit account, particularly if this is a new installation or after a database conversion. essential infos that govern the file format are your clearing number and e-banking contract number. Any misconfiguration here will trigger a reject.
If the reject is linked to PostFinance, you should check online in your account that file-transfers are authorized. This option can be automatically deactivated for security reasons if you have not used it for a certain period of time.
MacPay+ does not download data from my PostFinance account
The data formats linked to your account can only be switched on by PostFinance through a phone call. The informations listed here have been discussed with PostFinance representatives in detail and are approved. If necessary, please insist with your contact to obtain the following:
Account statements and balance
These data should be made available simultaneously in two different formats: PF-XML and ISO-XML with pictures. The first format is used by MacPay+ until the transition towards ISO 20022. At that moment, MacPay+ will switch to the second format. This will happen for MacPay+ during the second semester of 2017. The second format is final and will be the only one used by PostFinance and MacPay from 01.01.2018 at latest. This configuration makes sure everything will be transparent for you and for PostFinance who will not need to intervene again during the transition.
You can check the active formats in your account directly from your e-finance access. The format is listed besides the actual files. Please note that all files will appear as not downloaded. This is not the indication of a problem as MacPay+ does not change this flag during download. Also note that if you download manually one of those files, they will not be available for MacPay+ and result in a gap in your statements.
Beware: PostFinance regularly informs its clients who have PF-XML activated that it will not be available much before 31.12.2017. If you receive such a lettre, you must call PostFinance and ask for the format to be kept until 31.12.2017. Failing to do so will result in a loss of statements in MacPay+
E-documents
These documents which appear in the e-documents tab of MacPay+ are PDF.
To sum it up, ask PostFinance to deliver for your accounts simultaneously and daily the following data: PF-XML, ISO-XML with pictures and PDF. These services are free of charge and available for private as well as commercial accounts.
MacPay+ does not download my UBS account data
This is mainly an administrative problem. MacPay uses a communication called OFX in UBS speak. This channel must have been activated at some point in the life of your account. If your data do not download, you can check that this interface is active: connect to your account and browse the security options (a shield icon on the UBS website). You should see something like the screenshot below:
Two possible cases can arise:
You see the page but not all options are active. Activate those related to OFX.
You don’t see this page at all. It means the channel is not activated at all and you nee to make a request to the UBS hotline to have OFX activated for your accounts.
Please also note that UBS does not deliver e-documents through this interface. We have devised a workaround where if you download manually your e-documents from UBS, you will be able to import them into MacPay+ for easy filing and archiving.
My payments have been transferred but remain in the list of payments to be made
When you transfer payments to your bank, MacPay automatically moves them to its Archive. It may happen, particularly when payments are transferred directly from MacPay (without creating an intermediate file), that the payments are transferred correctly but remain in the list of payments to be made and do not appear in the Archive.
As MacPay does not allow you to simply drag these payments from one window to another for consistency reasons, you must make a new transfer to resolve the issue. But obviously you don’t want to pay your bills twice.
If the transfer was done manually via your browser and e-banking, do it again and delete the transfer file. If you transfer automatically to the bank, simply press the Option key when you click on the transfer icon. MacPay will create a file on your hard drive without connecting, and your payments will be transferred to the archives. Then delete the file.
This tip also allows you to quickly switch from automatic to manual mode (via e-banking transfer), for example if you are temporarily unable to connect directly for any reason.
MacPay+ does not recognize my scanned invoices
If your scanner is properly configured, there is a good possibility that a new start of your Mac will cure the problem. This can happen predominantly after a MacPay+ update.
MacPay+ only recognizes some data on my invoices
MacPay+ only detects and uses the code line on the payment slip to create the payment. This is a safety measure as we have a way to make sure the line id decode properly but not to verify the rest of the information. Guessing in the payment world is not an option!
Unfortunately, the code line does not contain a lot of information and crucially not even the name of the creditor making it difficult for you to manage your payments.
We have devised another method to ensure you get full recognition with 100% accuracy. IT needs, however, a little help on your side. As we know that 80% of our payments are repeated every month, MacPay+ uses the following technique:
Multipages invoice with a ScanSnap S1100
ScanSnap S1100 has no feeder and needs you to feed it the pages by hand. It also has no reverse side scanning head. This means you have to scan every page twice and collate all the pages in one PDF to feed MacPay+
This is made much easier if you check the “Start next scan automatically” option in the ScanSnap parameters. In this way, the scanner will ask for new pages and collate them as long as you don’t hit the scan button to make it stop.
You can keep two separate profiles in order to scan single pages invoices on the one hand and multipages invoices on the other.
Cannot connect MacPay+ to my iPhone
The connection between MacPay and the iPhone does not depend on MacPay+ but on macOS. MacPay+ integrates Apple’s Continuity technology, which allows you to scan a bill with a QR code directly from your iPhone, without additional software.
This technology requires strict conditions to be met in order for communication between your Mac and iPhone to work. MacPay+ has no influence on how this connection works: if it works, the functions are active and MacPay+ receives the scanned QR code; if not, the functions are greyed out. The problem cannot be solved on our end as it does not depend on our programming.
You may also notice that the problem occurs without using MacPay in other Apple applications that use this technology, such as Apple Mail and TextEdit.
The conditions imposed by Apple for operation are as follows:
Your devices are close to each other and are configured as follows:
1.
Wi-Fi is enabled on both devices. If you have multiple Wi-Fi networks, for example separate networks for 2.4 GHz and 5 GHz, make sure that both devices are connected to the same network.
2.
Bluetooth is enabled on both devices.
3.
Your Mac and iOS device are connected to iCloud with the same Apple ID.
4.
Your iCloud account uses two-factor authentication.
5.
Your Mac is running macOS Mojave or later, and your iOS device is running iOS 12 or later.
If all of these conditions are met and scanning still doesn’t work, restart both devices.
If you still can’t enable scanning, here are some things we found in our research that you can try:
a.
A relatively detailed article on possible causes.
b.
Another possibility is to delete a file containing the Bluetooth settings and then restart your Mac.
Library/Preferences/com.apple.BluetoothFileExchange.plist