Check Templates and Check Images

Abstract

Check templates define the structure and layout of checks printed using SquareWorks Automate. Templates allow administrators to control how printed checks appear based on business and bank-specific needs, from remittance stub configuration to overflow behavior and check face adjustments.

For example, a company may use different templates for Canadian and U.S. banks to accommodate regional formatting requirements. In addition to layout, check images — such as logos and digital signatures — can be uploaded and linked to individual check formats to ensure each check prints with the appropriate branding and authorization.

Creating and Editing Check Templates and Check Images

Check templates define the structure and layout of printed checks, including stubs, overflow handling, and check face content. Check images, such as logos and digital signatures, are uploaded separately and linked to each check format as needed.

Follow these steps to configure the remittance layout and overflow options, check face elements, and check image uploads:

To access check templates, hover over the Setup menu, then Check Printing, and select Check Templates, which will take you to the CPB Check Template List page:
Next, click New CBP Check Template to create a new template:
On the next page, enter a name in the NAME field:
Most users only need one check template unless they have specific requirements, such as Canadian formatting differences, or if a template must be tied to a specific GL account.
The TEMPLATE FORMAT should always be set to PDF, and the CONFIGURATION MODE should be left as Standard:
Under the Layout section, configure global remittance stub behavior using TEMPLATE GLOBAL ASSIGNMENTS:
These settings control whether a memo appears on the stub, whether one or two stubs should be printed, and how many rows appear per stub. For a single stub, use <#assign singleStub=true> and set <#assign maxRowsPerStub=30> or 31. For dual stubs, use <#assign singleStub=false> and set <#assign maxRowsPerStub=12>.
Enable overflow printing if your remittance includes too many lines to fit on one stub. You can allow the system to print overflow content on a second page. Whether or not overflow is triggered, enabling this feature opens a second pop-up with a PDF that the user must click through. The two main code lines that control this are:
Scroll down to the TEMPLATE REMITTANCE LAYOUT section to control what prints on the check stub:
This code can be used to adjust which values appear, such as invoice amount, discount, and net amount.
In the TEMPLATE CHECK LAYOUT section, make layout adjustments as needed:
This is where most template changes occur. For example, modifications can be made here if the signature lines appear side by side but need to be stacked. You may also move fields up or down to improve spacing or apply conditional logic to display different names based on payee type.
The TEMPLATE STYLE and TEMPLATE MICR LAYOUT sections are typically blank and not used during configuration:
After finishing all layout and configuration changes to the check template, click the Save button to apply your Check Template settings:
Next, to manage Check Images, hover over the Setup menu, then Check Printing, and select Check Images, which opens the CPB Check Images List page:
Next, click the New CPB Check Image button to upload a new image:
Upload the file using the CHECK IMAGE section and assign it a name in the CHECK IMAGE NAME field. If you want to deactivate a check image, use the INACTIVE checkbox; otherwise, leave it blank to keep the image active and available for use:
For clarity, it’s best to use black ink on white paper. The uploaded images can then be selected and linked to a specific check format.
Once your check image has been uploaded and named, click the Save button to finalize and add it to the list of available Check Images: