Got a policy you love that you want to make a copy of? There's a button for that. Duplicating a policy allows you to copy particular aspects of one policy to another to reduce the amount of work that you have to do when creating a new policy. This feature is really great for cases where you need to have separate but similar policies.
- Make sure you are an admin to the policy you wish to duplicate.
- People: Uncheck this if you need to copy the policy settings but will be inviting different users to the new policy.
- Reimbursements: Uncheck this if you need to copy a policy but will not be using the same reimbursement account for the new policy.
Step 1: Click Duplicate next to the desired policy
Navigate to Admin > Policies and click "Duplicate".
Step 2: Give your duplicated policy a new name
Step 3: Choose what you want to copy over
Pick and choose what you want to copy over. You can select all or select specific portions. Click Okay when you are done and your new policy will be created.