Can I duplicate an Expensify policy?

Hadassah Hartman
Hadassah Hartman Expensify Customer Posts: 1 Expensify Newcomer
edited August 2018 in Day to Day

Hi hi hi! I need to create a new policy for some employees who submit in CAD. Right now our main policy is defaulting all their expenses to USD.

Is this possible and how would I do this?

Best Answer

  • Sheena Trepanier
    Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team
    edited December 2018 Answer ✓

    Hi @Hadassah Hartman this is a great question for the community, thanks for asking it.

    You can easily duplicate an existing Group policy you own. Simply follow Settings > Policies > Group and click the blue cog next to the policy. Then use the 'Duplicate' button:

    In the popup window, you'll be able to select which policy settings to copy over:

    If you have any other questions, just let us know!