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Cloning an expense policy

This article covers how to clone an expense policy.

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Written by Tanvi Telang
Updated yesterday

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 clone a policy,

  1. Navigate to Admin Settings > Expenses > Policies.

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

  3. The policy form will open up with the conditions of the policy pre-filled. Make any required changes.

  4. Click on the Save and Clone button at the bottom of the form.

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

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

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