Can you copy a custom export to a different policy?

Jo_E Expensify Customer Posts: 1 Expensify Newcomer

I've written a really generic export that I'd like to use across all policies. Is there some way to copy this to another policy to save me re-typing everything? thanks


  • Isabela Stisser
    Isabela Stisser Expensify Team, Expensify Student Ambassador Posts: 200 Expensify Team

    Hey @Jo_E, thanks for reaching out! Unfortunately you can't copy export templates from one policy to another, and you would need to create it again under each policy.

    If you were to duplicate a policy where the export template is under, then you could carry the template over to the new policy without having to type everything again. But I see that you already have multiple policies in your account, and this might not be helpful right now. Just wanted to share the information in case you want to follow this path in the future. If you'd like to learn more about duplicating a policy, you can check out this related post here.

    Let me know if you have questions and I will be happy to help!