catfish

archive a vendor instead of deleting them

for a supplier you no longer use, archive (don't delete) the card. archived vendors drop out of the active list and bluejay's payee picker, but the payment history stays for tax and audit purposes.

3 steps~2 min
  1. 1

    open the vendor card

    find the vendor that's gone dark.

  2. 2

    set status to archived

    archived vendors hide from the default list — toggle the "show archived" filter to see them.

  3. 3

    the history stays

    every bluejay payment, every attached file, every note — all there. if the vendor ever comes back (or your accountant asks), unarchive in one click.

    tip

    delete is for typos and duplicates. archive is for "we stopped using them." pick correctly and you'll never lose history you needed.

was this article helpful?
yesno

still stuck?

we respond to every message within 24 hours.

contact us

more in catfish

all catfish articles