Duplicate Workspace

Duplicating a workspace helps Workspace Admins quickly create a new workspace using the same structure, settings, and configurations from an existing one. This is ideal when setting up multiple workspaces with similar configurations, categories, or accounting connections.

Who can duplicate a workspace in Expensify

Only Workspace Admins can duplicate an existing workspace. Members without admin access won’t see the duplicate option in the workspace menu.

How to duplicate a workspace

Follow these steps to create a new workspace based on an existing one:

1. In the navigation tabs (on the left on web, and at the bottom on mobile), go to Workspaces.
2. Select the three dots (⋮) next to your workspace name and choose Duplicate Workspace.
3. Enter a name for your new workspace.
4. Choose which data and settings to carry over. You can select from:
   • Overview
   • Members
   • Reports
   • Accounting Connection
   • Categories
   • Tags
   • Taxes
   • Workflows
   • Rules
   • Distance Rates
   • Per Diem
   • Invoices
   • Travel
5. If you choose to copy Members, review and confirm your selections before proceeding.
6. Click Continue to create your new workspace.

What happens after duplicating a workspace

Once duplication is complete:

• A new workspace will appear in your Workspaces list.
• The new workspace will include all selected settings and configurations.
• Any copied Members will retain their assigned roles.

FAQ

Does duplicating a workspace copy approval workflows?

Yes. If you select Workflows when duplicating, all approval steps and settings from the original workspace will carry over.

Can I change which workspace settings are copied after duplication?

No. Once the new workspace is created, you’ll need to manually adjust any settings you didn’t include during duplication.

Does duplicating a workspace affect the original one?

No. The original workspace remains unchanged. Duplication creates a separate, independent workspace with the settings you selected.

Can I rename or delete a duplicated workspace later?

Yes. You can rename or delete any workspace at any time under Workspaces > Settings > Workspace Info.