Introduction
If you no longer work with a vendor or supplier, you can easily delete them from your Copilot account. Deleting a vendor helps keep your records clean and ensures your active list only includes current business partners.
Step 1: Open the Vendors & Suppliers Page
From the left-hand menu, go to Team > Vendors / Suppliers.
You’ll see a list of all your existing vendors and suppliers.
Step 2: Delete a Vendor or Supplier
Locate the vendor or supplier you want to remove.
On the right-hand side of the row, click the Trash Can icon (🗑️).
Confirm that you’d like to permanently delete this vendor.
Important Notes
Deleting a vendor is permanent. Once deleted, the vendor and their associated details cannot be recovered.
This action does not affect any past transactions, documents, or records already tied to that vendor.
If you want to temporarily hide a vendor instead of deleting them, consider using Tags (e.g., “Inactive”) to organize your list instead.
Best Practice
Before deleting, double-check whether the vendor is referenced in past expenses, invoices, or job costing reports. If so, consider marking them as inactive in your naming convention (e.g., “Old Vendor – Inactive”) instead of removing them completely.