With Fyle you can set and configure custom policies. You can also clone an existing policy that will enable you to use an existing policy as a template, adjusting any parameters as required.

To clone a policy:

  • Open your organization policies by clicking on Settings > Expenses > Policies

policies on Fyle
  • Select the policy that you want to clone, and click on the "Clone" option

cloning policies on fyle
  • In the "+Add Policy" rule screen make any modifications required to the existing policy and click on Save.

  • To clone a policy at the time of creation, click on "Save and Clone" while saving the policy at the time of creation.

policy actions for cloned policy

Did this answer your question?