Clone a Policy

What is cloning a policy? How to clone a policy?

Written by Tanvi Telang
Updated over a week ago

If you are creating a policy with similar conditions as set in a policy that is already configured, you can clone it to reduce the manual effort of setting the conditions again. By cloning a policy, a new policy form will open up with the conditions pre-filled of the policy that is being cloned. You can edit the conditions as required and save it as a new policy.

To begin navigate to your admin settings by clicking on the gear icon in the top right corner of your screen.

From the left-hand side panel, select Expenses and click on Policies.

Locate the policy you want to clone and click on the Clone button on the right-hand side of the policy.

The policy form will open up with the conditions of the policy pre-filled. Make any required changes and click on the Save and Clone button at the bottom of the form.

The policy will be added to the list as a new policy.

This covers the clone a policy feature that you can control from your admin settings.

To learn more about how to configure a new policy, click here.

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