Next User Type: Admin
As an admin, you can clone an existing merchant rule. This creates a new merchant rule that includes many of the same settings as a merchant rule you previously created. This lesson describes how to clone a merchant role from a web browser.
Note: You cannot clone budget rules.
Clone rule from a web browser
In the Navigation Menu, select Settings
Select Transactions
Select Automation rules
Open the Merchant Rules tab
Select the Actions icon for the merchant rule you want to clone
Select Clone rule
Enter details for the merchant rule
To create the new rule, select the Clone button
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