What deactivation does
Excludes the vendor from single and bulk matter creation
Shows a Deactivated badge on the vendor's profile and in the vendor directory
The badge is also shown on invoices tabs on the home page, the invoices list page, and the single invoice detail page
Hides the vendor from the Vendor Management list by default
Logs the change in the audit trail (who made the change, when, and the old and new status)
What deactivation does not do
Deactivating a vendor does not revoke their access to the instance.
The vendor can still log in
The vendor can still submit invoices
The vendor can still submit accruals
Invoicing works normally — deactivation doesn't block anything on the invoice side
Note: Use deactivation to stop a vendor being assigned new work, not to offboard them from the platform.
How to deactivate a vendor
Go to the vendor's profile
Toggle the status from Active to Inactive
Confirm in the modal that appears
The vendor's status updates immediately and the change is recorded in the audit log.
To reactivate a vendor, repeat the steps and toggle the status back to Active.
Bulk matter upload
If a matter upload file includes a deactivated vendor, that row is skipped. The system tells you which vendors were skipped so you can correct the file if needed.
Finding deactivated vendors
By default, the Vendor Management list only shows active vendors. To see deactivated vendors as well, use the Show deactivated vendors toggle at the top of the list.
Coming soon
The following is planned for a future release:
Active/Deactivated columns and filters in Report Builder templates
A warning when deactivating a vendor that has an active matter or RFP
Deactivated badges on the dashboard, matters page, AP export, timekeepers, and role rates pages
Blocking a deactivated vendor's timekeepers from diversity surveys
This article will be updated when these features ship.