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.
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 sales@macpay.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 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 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 helpdesk@quartesoft.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+as MacPay Business and Standard before saves all data in a single file that holds: your accounts, your saved recipients, your pending and executed payments, your PDF documents such as scanned invoices, e-documents or e-bills. This folder can be found here:
For MacPay+
user/library/Application Support/MacPay5
For MacPay Standard and Business
user/library/Application Support/MacPay4
If you use MacPay Business on a network, you might have moved that file to a different location. The path is visible in Preferences/Data.
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.
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.
MacPay+ does not recognizes my PayPen input
MacPay+ displays erroneous characters in the code line whereas PayPen’s test application displays everything correctly. This is a bug in the PayPen software under macOS Sierra. It has been corrected recently by Crealogix and the patch can be found on their website.
My scanner is not supported by MacPay+
MacPay+ has not cut its ties to pen types scanners like MoneyPen, X15 and PayPen but these devices often work with outdated and poorly written macOS versions of their software. We do not test these scanners any longer and recommend you use any scanner capable of producing a PDF of your invoice. This really brings added-value to MacPay+. There are many solutions to pick from according to your needs:
Final results are absolutely identical as software is the same.
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.