Getting startedSign in to iTorem, meet the dashboard, and learn your way around: navigation, search, notifications and support.3 sectionsClientsYour institution's directory: find anyone, register new clients and work their full profile — details, transactions and notes.2 sectionsCharges and paymentsThe heart of collections: record what each person owes, capture what they pay, and allocate each payment to its charge so the balance always squares.2 sectionsExpenses and beneficiariesThe outgoing side: record who the institution pays, capture expenses and their payments, and keep the outflow as clear as the inflow.2 sectionsActivities and calendarThe institution's agenda: log calls, appointments and reminders, see them as a list or a calendar, and relate each activity to its client or its collection.2 sectionsCash boxesThe institution's cash and accounts: per-box balances, the movements statement, and the transfers and adjustments that keep it square.1 sectionsReceipts, statements and emailsWhat the institution hands its people: printed receipts, per-period statements, and the automatic emails with their real delivery history.2 sectionsReportsThe operation's analysis: collections and expenses by period, with column filters and Excel export.2 sectionsSettingsThe institution from the inside: account details, operators and their permissions, income and expense catalogs, and payment providers.3 sectionsBulk captureCharges and payments by batch: a grid to capture dozens of movements, review them together and confirm them at once.2 sectionsRecurring chargesTuitions and dues that repeat: schedule the charge once and the system generates each occurrence on time, with optional automatic charging.1 sectionsThe payment portalThe client's side: a personal link where they see pending charges and pay by card, and the monitor where you follow every attempt.2 sectionsTeam communicationThe institution's internal chat: rooms by topic, mentions and notices, without leaving the system.1 sections
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