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Docs updates for E/A#97209 Clarify invoicing details not copied on workspace duplication #98212

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johncschuster merged 1 commit into from
Sep 10, 2026
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Docs updates for E/A#97209 Clarify invoicing details not copied on workspace duplication #98212

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3 changes: 3 additions & 0 deletions docs/articles/new-expensify/workspaces/Duplicate-Workspace.md
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Expand Up @@ -61,6 +61,9 @@ Yes. If you select **Workflows** when duplicating, all approval steps and settin
## 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 copy my invoicing details?
No. When you select **Invoices**, the new workspace has invoicing enabled, but the **Invoicing details**—including **Company name**, **Company website**, and the connected bank account—are not copied. Because these details are set up per workspace, you’ll need to enter them again in the new workspace before sending an invoice.
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## 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.

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