Workflow Rules are not applicable to existing transactions. They consist of a set of actions that will be executed only when a particular criteria is met, starting from the moment the workflow rule is created. For a workflow rule to be triggered while editing, the trigger for the workflow must be event based instead of date based and the option selected as ‘Created or Edited’. Here’s how:
Note: For a workflow rule to be triggered while editing, the trigger for the workflow must be event based instead of date based and the option selected as Created or Edited.
Insight: Workflow rules will not be applicable to transactions imported into your Zoho Books organization. You need to edit those transactions for the workflow to apply to them.
Books
Online accounting software
for small businesses.