Help center · Planned & recurring
How to approve a recurring occurrence
Tap Approve on the Due row. Schedules the next automatically.
On this page
To approve a recurring occurrence in Extrack, open the Recurring page. Templates with a current or past due date sit under "Due (ready to approve)". Each row has Approve (emerald), Edit (neutral) and Reject (amber) actions. Tap Approve — the occurrence posts to the ledger and the template's next due date moves forward by one frequency unit.
Steps
Open Recurring → Due section
Section heading: "Due (ready to approve)".
Tap Approve on the row
Emerald button. The occurrence posts; the next due date moves forward.
Frequently asked
What if multiple occurrences are due?
They each appear as separate Due rows. Approve each (or use the Reject action to skip one without posting).
What if the actual amount differs from the template (e.g. salary bonus)?
Edit the row before approving — change the amount, then Approve. The template itself stays unchanged for next month.
Related articles
Try this in Extrack
Open Extrack to follow the steps in a live workspace. Free for 30 days, no credit card.
Open Extrack