How to Duplicate a Workspace

Duplicating a workspace allows you to quickly create a new workspace using the structure and settings of an existing one.

Steps to Duplicate a Workspace:

1. Navigate to Workspaces > More > Duplicate
2. Name Your New Workspace: When prompted, enter a name for your new workspace.
3. Choose the data and settings you want to carry over to the new workspace. You can customize which elements are duplicated, including:
   • Overview
   • Members
   • Reports
   • Accounting Connection
   • Categories
   • Tags
   • Taxes
   • Workflows
   • Rules
   • Distance Rates
   • Per Diem
   • Invoices

Note: If you’ve chosen to copy Members from a current workspace to the new duplicated workspace, you’ll be asked to Review and Confirm this will allow you to double-check your selections and click Proceed.

Once completed Expensify will create a new workspace with your chosen configurations.