Here’s how to quickly and easily replicate categories from one policy to another on Rindegastos’ web platform.
Topics you’ll find in this article:
What is the purpose of replicating categories?
If your company has many expense policies, once you’ve set up the expense categories in one policy, you can replicate the setup to the rest of the policies using the “Replicate Categories” tool. This helps you save time and makes the configuration process much easier.
How to replicate categories?
Replicating categories from a policy you've already set up allows you to save time when configuring new categories. Follow these simple steps:
From the "Administrator" menu, select “Policies.”
Here, you'll see a list of all the active policies in your company.
Use the filter to find the policy with the categories you want to replicate.
Click on the policy name to open it.
In "Settings," go to “Categories.”
Click on “Replicate Categories.”
Select the policies where you want the categories to be replicated.
Finally, click “Replicate Fields.”
That’s it! It's that easy to replicate categories from policies you previously created to your newly created policies.
✏️Note: If a custom field already exists in the target policy, it will be replaced.
If you still have questions about this process, write to soporte@rindegastos.com for
details. We're here for you!