We use Vertex to track our MIL's. I can print a report giving me the required information. However, we have found that once the information is input by the teller, the teller can type over the Purchaser's name if the customer wants a different name to appear as the "Remitter" on the check. Say for instance I am buying the check but I want my business name to appear as the remitter.
This then totally messes up my log, because the business (sometimes, another person's) name shows and then underneath, "somebody's" address, id information, d/o/b. To me it's always been assumed that the purchaser is an individual, since the reg require d/o/b and id information, but I couldn't find that in the reg. My IT person said we need to know what's legal before we ask the software co. to make changes.
I say the Purchaser is always a person, and when the customer wants the remitter changed on the check, it should not affect my MIL.
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"...It was just one of those racin' deals..."