Global Payments Report: See ALL payments across ALL of your trips

Access all of your payments in YouLi across ALL of your Trips. 

AVAILABLE PLANS:  No limits here! Available for all YouLi plans.


Why is the Global Payments report so powerful?

You can: 

  • See all of your payments in one place
  • Easily click into a Traveler's TripBoard to see their payment summary for each TRIP
  • Quickly jump into TRIPS to mark pending payments as received
  • Filter by payment date
  • Find payments that require pushing to Xero
  • Export all of your payments with the click of a button


How do I access my team's Global Payments Report? 

To view, click to



How do I download the data from my Global Payments Report? 

It's easy to export the displayed information into a CSV to open in Excel or Google Sheets.

  1. Change your filter options to show the desired data
  2. Click the box in the header row to select all

WARNING: Scroll down and click "Load More" to ensure you have all the data visible that you need to export. 


The exported data includes

  • Who the payment was made by
  • Reference Code
  • Trip Name
  • Package
  • Room
  • Currency
  • Amount
  • Method
  • Type
  • Payment Date



Extra fields include

  • Tracking Meduim
  • Tracking Source
  • Tracking Campaign
  • Tracking Referring URL
  • Tracking Referring Domain

NOTE: Learn more about how YouLi helps with source tracking



Can't see any data in your Global Payments Report?

  • This could be because you are not a Team Member or Owner of the Trip you're looking for.
  • If you are only a Co-Planner then you will not be able to see this report for TRIPS you are co-planning. 
  • You can request to be allocated a team license by the owner of the TRIP.
  • Learn more about the different team roles in YouLi. 


Need more help? 

Reach out to the YouLi support team via a chat box at the bottom of your screen or submit a ticket request. If you need more advanced support, schedule a 1:1 Consulting session with one of our experts, as we will walk you through the features and best practices.