Hello. Our accounting staff do not have (and do not want or need) access to NeonCRM, just to NeonPay. The problem is that when someone uses a credit card with a different name from the person who is actually making the donation or purchasing a ticket, the donor or attendee information is not available AT ALL in NeonPay. The only tiny clue is often the email address, but not having access to NeonCRM, they had little to no chance of making that connection.
The reason (campaign or event name) for the payment MUST be visible in NeonPay, especially as people other than the attendees or registrants are making payments (admin assistants or purchasing staff).
I hope NeonOne will be able to make this information readily available in NeonPay soon!
For now, how are others handling this issue? For us it seems the best option is for foundation staff to check every donation in NeonPay to be sure our accounting staff are able to accurately assign payments to the correct person.
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