| 1 | Introducing SmarterPay |
| 1.1 | Introduction |
| 1.2 | Bacs |
| 1.3 | Bacstel-IP |
| 1.4 | SmarterPay |
| 1.4.1 | Data processing in SmarterPay |
| 1.4.2 | Security in SmarterPay |
| 1.4.3 | SmarterPay in your company |
| 1.4.4 | SmarterPay functionality |
| 1.5 | Release Notes |
| 1.6 | Installing or Upgrading |
| 1.7 | Password Policy |
| 2 | Running SmarterPay as a system service |
| 2.1 | Reconfiguring Your Installation |
| 2.2 | Connecting to Bacs using an Internet Proxy |
| 2.2.1 | Workaround 1 |
| 2.2.2 | Workaround 2 |
| 2.2.3 | Workaround 3 |
| 3 | Quick Start Guides |
| 3.1 | Introduction |
| 3.2 | Quick Start for Service Users |
| 3.2.1 | Licence Codes |
| 3.2.2 | Service Users |
| 3.2.3 | System Users |
| 3.2.4 | File Formats |
| 3.2.5 | HSM Profiles |
| 3.2.6 | Back Office |
| 4 | SmarterPay Server Overview |
| 4.1 | Introduction |
| 4.2 | The SmarterPay Server GUI |
| 4.2.1 | Product Details |
| 4.2.2 | Registration Details |
| 4.2.3 | SmarterPay Ltd |
| 4.2.4 | Action Buttons |
| 4.2.5 | Failure to connect to server warning dialog |
| 4.2.6 | Server connection lost warning dialog |
| 5 | Common Features |
| 5.1 | Introduction |
| 5.1.1 | Logon dialog |
| 5.1.2 | Status bar |
| 5.1.3 | Discard Dialog |
| 5.1.4 | Help - About dialog |
| 5.1.5 | Help - Online Support |
| 5.1.6 | Help - Payment Services website |
| 6 | Configuring the software |
| 6.1 | Introduction to the Administrator |
| 6.1.1 | Licence Codes |
| 6.1.2 | Configuration |
| 6.1.3 | Terminology |
| 6.1.4 | Security considerations |
| 6.1.5 | Business filters |
| 6.2 | Service User Configuration |
| 6.2.1 | Adding a service user |
| 6.2.2 | Editing a service user |
| 6.2.3 | Deleting a service user |
| 6.3 | System User Configuration |
| 6.3.1 | Adding a system user |
| 6.3.2 | Editing a system user |
| 6.3.3 | Deleting a system user |
| 6.4 | File Formats Configuration |
| 6.4.1 | Adding a new file format |
| 6.4.2 | Editing an existing file format |
| 6.4.3 | Deleting a file format |
| 6.5 | Back Office Configuration |
| 6.5.1 | Back Office Profile Configuration |
| 6.5.2 | Adding an import profile |
| 6.5.3 | Import Profiles - Advanced |
| 6.5.4 | Editing an import profile |
| 6.5.5 | Deleting an import profile |
| 6.6 | Licence Codes |
| 6.6.1 | Component Licence Codes |
| 6.6.2 | Licence Code Expiry |
| 6.6.3 | Installation Codes |
| 6.7 | Import Failures Configuration |
| 6.8 | File Retention Configuration |
| 6.9 | Log Configuration |
| 6.9.1 | Monitor page |
| 6.9.2 | Archive page |
| 6.10 | Server Settings |
| 6.11 | Client Options |
| 6.12 | Select Certificate Dialog |
| 6.13 | HSM Profiles |
| 6.13.1 | Add/Edit an HSM Profile |
| 6.14 | Email Alerts |
| 6.15 | EISCD Updates |
| 7 | Using the software |
| 7.1 | Introduction to the SmarterPay client |
| 7.1.1 | Bacs responses |
| 7.1.2 | The Bacs Processing Cycle |
| 7.1.3 | Security in Bacstel-IP |
| 7.1.4 | Security in the SmarterPay client |
| 7.2 | Application features |
| 7.2.1 | Page tab banner |
| 7.2.2 | Default pages |
| 7.2.3 | Logon status bar |
| 7.2.4 | Logon to Bacs |
| 7.2.5 | Print Report |
| 7.2.6 | Import File |
| 7.2.7 | Filters |
| 7.3 | Payment files |
| 7.3.1 | Menu bar |
| 7.3.2 | Tool bar |
| 7.3.3 | Data area |
| 7.3.4 | Payment Files - Actions/Context menu |
| 7.3.5 | Address Book |
| 7.4 | Active Submissions |
| 7.4.1 | Menu bar |
| 7.4.2 | Tool bar |
| 7.4.3 | Data area |
| 7.4.4 | Actions/Context menu |
| 7.5 | Archived Submissions |
| 7.5.1 | Menu bar |
| 7.5.2 | Tool bar |
| 7.5.3 | Data area |
| 7.5.4 | Archived Submissions - Actions/Context menu |
| 7.6 | Reports |
| 7.6.1 | Menu bar |
| 7.6.2 | Tool bar |
| 7.6.3 | Data area |
| 7.6.4 | Reports - Actions/Context menu |
| 7.6.5 | Report types |
| 7.6.6 | Input report timing |
| 7.7 | Error handling |
| 8 | Database Backup and Restore |
| 8.1 | Introduction |
| 8.2 | Perform a backup or restore |
| 8.2.1 | Using a non-default server |
| 8.2.2 | Performing the operation |
| 9 | Frequently asked questions |
| 9.1 | How do I import payment file data to SmarterPay? |
| 9.2 | How do I submit a payment file to Bacs? |
| 9.3 | How do I send a submission to Bacs? |
| 9.4 | How do I retrieve a Bacs report about a submission? |
| 9.5 | How do I view a Bacs report about a submission? |
| 9.6 | How do I know if Bacs received my submission? |
| 9.7 | Why doesn't my password work? |
| 9.8 | Why doesn't my PIN work? |
| 9.9 | What if the processing date has passed since I signed a submission? |
| 9.10 | How do I backup my database? |
| 9.11 | What if certificate validation fails? |
| 9.12 | Why isn't my HSM working? |
| 10 | Glossary of Terms |
| 10.1 | Additional contact |
| 10.2 | Arrival |
| 10.3 | ARUCS |
| 10.4 | ARUDD |
| 10.5 | Bacstel-IP |
| 10.6 | Bureau |
| 10.7 | Bureau service user number |
| 10.8 | Contact |
| 10.9 | CSV |
| 10.10 | Delimited records |
| 10.11 | Delimited records with fixed length fields |
| 10.12 | Digital certificate |
| 10.13 | Digital signature |
| 10.14 | Earliest processing date |
| 10.15 | Editing a service user bank account |
| 10.16 | Entry |
| 10.17 | Fixed length records |
| 10.18 | Input |
| 10.19 | Input report |
| 10.20 | Multi-file submission |
| 10.21 | Multi-processing day file |
| 10.22 | Originator |
| 10.23 | Payment file |
| 10.24 | Payment instruction |
| 10.25 | PKI credentials |
| 10.26 | Primary security contacts |
| 10.27 | Private key |
| 10.28 | Processing |
| 10.29 | Processing cycle |
| 10.30 | Public key |
| 10.31 | Public key infrastructure |
| 10.32 | Service user |
| 10.33 | Service user number |
| 10.34 | Signing Solution |
| 10.35 | Single file submission |
| 10.36 | Single processing day file |
| 10.37 | Smart card |
| 10.38 | Sponsor |
| 10.39 | SSL |
| 10.40 | Standard 18 |
| 10.41 | Submission |
| 10.42 | Three-day cycle |