---
title: New Features - Send Tests & Payment Confirmations - Release 1.83 - Feb 14, 2020
description: "+SAVE TIME, LESS STRESS: When you're taking actions as a Planner, YouLi will automatically send confirmations to your travelers. NOW you have more control over whether a payment confirmation is sent."
---

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# New Features - Send Tests & Payment Confirmations - Release 1.83 - Feb 14, 2020

**KEY CHANGES**  

**+SAVE TIME, LESS STRESS:**

When you're taking actions as a Planner, **YouLi will automatically send confirmations to your travelers**. NOW you have **more control** over whether a payment confirmation is sent. You'll see the option to "Send a confirmation email".

![Screen\_Shot\_2020-02-11\_at\_3.47.55\_pm.png](https://support.youli.io/hs-fs/hubfs/Knowledge%20Base%20Import/Screen_Shot_2020-02-11_at_3_47_55_pm-2.png?width=412&height=290&name=Screen_Shot_2020-02-11_at_3_47_55_pm-2.png)

It will either be checked or not checked by default, so decide if you want to send it before completing the action and adjust the setting.

Here are two common scenarios:

- There was a mistake that caused the same payment to be recorded twice, so you are deleting it. DO NOT select "send a confirmation email", so the traveler isn't notified of the mistake
- You are confirming the receipt of a Bank Transfer, you want the traveler to know it has arrived, so DO select "send a confirmation email"

ALL confirmations include the [travelers Magic Link](https://support.youli.io/360000531095-magic-link?hsLang=en) so you can be sure they can click to their Trip Page to confirm any changes and request a receipt.

Just look for these new options when you are doing one of the following actions from [MANAGE PAYMENTS.](https://support.youli.io/360001219316-trip-manage-payments?hsLang=en)

- **Marking a [pending payment](https://support.youli.io/360001396556-payments-the-youli-payment-flow-and-traveler-checkout-booking-process?hsLang=en) as received**![Unknown-2.png](https://support.youli.io/hubfs/Knowledge%20Base%20Import/Unknown-2-2.png)
- **Deleting or marking as NOT received ![Screen\_Shot\_2020-02-14\_at\_11.12.24\_am.png](https://support.youli.io/hubfs/Knowledge%20Base%20Import/Screen_Shot_2020-02-14_at_11_12_24_am-2.png)**
- **Recording a "Manual Payment Made" (typically received by mail or in person)**  
  ![Unknown.png](https://support.youli.io/hubfs/Knowledge%20Base%20Import/Unknown-Jul-11-2022-09-30-37-24-PM.png)
- **Remove & Redo a Manual Payment![Screen\_Shot\_2020-02-14\_at\_10.52.58\_am.png](https://support.youli.io/hubfs/Knowledge%20Base%20Import/Screen_Shot_2020-02-14_at_10_52_58_am-2.png)**

And also for Tasks that require responses, just click into the Task Responses to see this view.

- **Responding to a Task that requires a response**![Unknown-3.png](https://support.youli.io/hubfs/Knowledge%20Base%20Import/Unknown-3-2.png)

  

**+EASY TO USE:**

1\. Ever wondered what emails get sent to your travelers? NOW you can send yourself a test of the traveler email that will be triggered when a pending payment is made. Look for these buttons under SHOW ADVANCED OPTIONS for all Pending Payments methods.

![Screen\_Shot\_2020-02-07\_at\_4.14.22\_pm.png](https://support.youli.io/hubfs/Knowledge%20Base%20Import/Screen_Shot_2020-02-07_at_4_14_22_pm-3.png)

You can only send a Test to members of your team. Send as many as you need to perfect your email messaging. **Learn more**

**Don't forget to save your changes after sending your test emails!**

2\. Improved messaging for exporting (downloading task and itinerary response data) and send message. Look for hover over messages if you aren't sure how to export or send message. 

![Screen\_Shot\_2020-02-11\_at\_3.38.37\_pm.png](https://support.youli.io/hs-fs/hubfs/Knowledge%20Base%20Import/Screen_Shot_2020-02-11_at_3_38_37_pm-1.png?width=236&height=68&name=Screen_Shot_2020-02-11_at_3_38_37_pm-1.png)

3\. Fixed bug that kept Planners from recording **manual payments** that had a decimal amount 

4\. Fixed bug that kept Planners from pasting in prices with commas and $ symbols

5\. Video explaining Xero push is now in the app when you click to PUSH TO XERO

<iframe height="315" src="https://www.youtube-nocookie.com/embed/b_VY23JeeNA" style="margin: 10px auto; display: block; clear: both;" width="560" allowfullscreen></iframe>

**+ALL-IN-ONE PLACE:**

YouLi is collaborative, so we have the concept of Teams, Trip Users, Co-Planners and Trip Coordinators.  All these YouLi Users will have different roles in your teams and on your trips, so we've cleaned up the way that Trip Users are managed.

### When making or copying a trip:

- The [Main Contact](https://support.youli.io/360001167476-trip-main-contact?hsLang=en) will be:  
    - Your Team Owner
    - Or, if you're set to be Main Contact on trips you create you will be the Main Contact
- Only [Team Members](https://support.youli.io/360000531195-how-to-add-a-co-planner-or-team-member-to-a-trip?hsLang=en) of the person creating the trip will be added 
    - ***Previously ALL Trip Users were copied, this is NO LONGER THE CASE***
- [Team Owner](https://support.youli.io/360000529975-trip-owner-team-owner?hsLang=en) is always the Trip Owner and by default will be Listed As Contact

If you aren't sure, you should always check your Trip Users after you've created a trip to confirm all the settings are right and add/remove or update Trip Users as needed.

 

 

 

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