BlogProduct News

Tax, Quickbooks & Schedule Updates

03.05.24 Updates
Programa
Programa
Updated: 03 July 2024
Don't miss our upcoming updates at Programa. Our new features support global integration with QuickBooks and robust Tax Management settings. See the specific details below.

Project Management:

Elevate your project oversight and execution with our improved management tools to integrate seamlessly into your daily operations.

  • Timeline view for Projects and Phases with milestone and deadline tracking.
  • Upgraded task management within Projects with Kanban and list views.
  • More dynamic attachments from documents to tasks, add labels, assign team members, and track time.

 

Tax Management:

Streamline your financial processes with centralized tax management features, ensuring compliance and simplifying invoicing.

  • Set and manage Global Tax Rates centrally.
  • Enhanced Invoicing with tax settings per line item and overall invoice tax implications.
  • Set a default tax rate for all projects.

 

Schedules

Our updated Schedules feature enhances financial transparency and control within your project workflows.

  • New 'Tax' field to display tax amounts at the Line Item level.
  • Toggle Tax on or off per item.
  • Detailed tax breakdown for items with multiple taxes.
  • Adjusted Client Price and Net Profit in Schedules to include tax calculations.

 

Quickbooks integration

Connect and synchronize your Programa with QuickBooks to streamline your financial operations and enhance data accuracy.

  • Sign in and connect your QuickBooks account directly through Programa.
  • Manage QuickBooks invoices directly from Programa: create, update, and delete.
  • Import QuickBooks contacts and studio details into Programa.
  • Automatically sync your QuickBooks Tax Rates with Programa.
Table of contents
  1. 30 August 2024
  2. 27 August 2024
  3. 22 August 2024
  4. 21 August 2024
  5. 20 August 2024
  6. 19 August 2024
  7. 16 August 2024
  8. 15 August 2024
  9. Interior Design & Architecture Software For Professional Interior Designers & Architects
  10. Recognized for Excellence in Design Software
  11. With Programa’s Purchase Orders, you can:
  12. Methods for Calculating Fees
  13. Which Method Will Work For Your Studio?
  14. A Designers Responsibility
  15. Beanbags: Where Comfort Meets Elegance
  16. Serving Trays: Functional Elegance
  17. Lights: Illuminating Ambiance
  18. Fixed Image Layouts
  19. Web Clipper Scraper
  20. Hyperlinked URLs
  21. Improved Notes Visibility in Presentation Mode
  22. Pinboards & Client Dashboard Integration
  23. 1. Schedules
  24. 2. Project Management
  25. 3. Client Dashboard
  26. 4. Pinboards
  27. 5. Financials View
  28. The Issue
  29. The Solution
  30. The Result
  31. Interior Design Software For Professional Interior Designers
  32. How Tyler Aspen Edmonds Did It
  33. The Programa Advantage
  34. The Trade Portal Advantage
  35. The Complexities of Residential Interior Design
  36. Client Connectivity: Crafting Relationships and Spaces
  37. Project Prowess: Managing the Symphony of Tasks
  38. Materials Mastery: Sourcing, Selection, and Inventory
    1. Pinboards: Your Creative Oasis
    2. Financial Finesse: The Art of Business Management
    3. Embark on Your Programa Journey Today
    4. Client Dashboards: Connecting Designers and Clients Globally
    5. Product Approvals: Streamlining Feedback and Collaboration
    6. Experience the Future of Design Communication with Programa
    7. 31 October 2024
    8. 30 October 2024
    9. 29 October 2024
    10. 24 October 2024
    11. 23 October 2024
    12. 22 October 2024
    13. 17 October 2024
    14. 15 October 2024
    15. The Trade Portal places your brand front and center before A&D professionals
    16. Your name in lights alongside some of the biggest in the industry
    17. Your dream clientele, actively procuring
    18. Working directly with Architects and Interior Designers
    19. Programa’s Trade Portal and high quality leads
    20. Latest Updates
    21. The Shortcomings of Conventional Tools for Interior Designers
    22. Breaking Away from Tradition with Programa
    23. From FF&E to beautiful client comms with Programa.
    24. How are you using Programa?
    25. What challenges did the platform help overcome in a recent project?
    26. Client Portal
    27. Client Communication
    28. Rebranding
    29. Client Testimonial
    30. Software Solution
    31. Recognising the Impact of Mood Boards in Design
    32. Elevate Your Mood Board Creation and Collaboration
    33. Leveraging Programa’s Pinboards Throughout the Project
    34. The Issue - Complex Tax Handling<br />
    35. The Solution - Streamlined Tax Tool
    36. The Result - Enhanced Clarity and Compliance<br />
    37. Streamlining Complexities and Enhancing Collaboration
    38. Managing Multiple Projects with Conflicting Deadlines and Resourcing Needs
    39. Communicating with Clients, Contractors, and Suppliers
    40. Sourcing Materials and Products
    41. Resolving Conflicts and Addressing Challenges
    42. Streamlining Project Management with Programa’s Studio WIP: A Cross-Project Management Solution
    43. Enhancing Communication and Collaboration with Programa’s Client Dashboard
    44. Leveraging Programa’s Cloud-Based Specifications for Efficient Material and Product Sourcing
    45. Take Control of Your Studio Today
    46. Goodbye Fragmented Financial Management
    47. Build Connected and Efficient Processes<br />
    48. Meet The Programa x QuickBooks Integration<br />
    49. 2022
    50. 2023
    51. Purchase Orders
    52. Client Dashboard
    53. What’s next?
    54. Schedules Update:
    55. Client Dashboard & Brag Stats
    56. Pinboards Update
    57. Web Clipper Update
    58. On the Horizon
    59. Blog Callout
    60. 30 May 2024
    61. 27 May 2024
    62. 24 May 2024
    63. 23 May 2024
    64. 16 May 2024
    65. 14 May 2024
    66. 09 May 2024
    67. 03 May 2024
    68. 02 May 2024
    69. With Programa’s Client Dashboard, you can:
    70. Minimalise Misunderstandings, Maximalise Results
    71. Shared Schedules and Integration with Client Dashboard
    72. Collaboration between Designers and Clients
    73. <strong>Meet Brightgreen’s MINI Collection: When Less, Meets More</strong>
    74. <strong>Revolutionise Your Lighting Design and Layouts</strong>
    75. 12 July 2024
    76. 09 July 2024
    77. 05 July 2024
    78. 04 July 2024
    79. 02 July 2024
    80. 01 July 2024
  39. 11 April 2024
    1. Highlight
    2. Other fixes
    3. Board View:
    4. List View:
    5. Timeline View:
    6. Seamless Integration for Holistic Project Management
    7. Get Started Today
    8. Wish there was a way to grow sales and better connect with clients?
    9. Why Does This Matter To Me As A Brand / Supplier?
    10. What Does That Translate To?
  40. How Does the Trade Portal Work?
  41. <strong>How Will It Solve My Problems?</strong>
    1. What does the Trade Portal Offer?
    2. What will it be like day to day?
      1. Getting Started with Shared Invoices
      2. Real-World Applications for Designers and Architects
      3. Key Benefits of the Shared Invoices Update
      4. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
      5. User-friendly Interface and Tools for Seamless Project Management
  42. Interior Design Approvals and Client Communication
    1. The Significance of Client Communication in Interior Design
    2. Key Features of Programa’s Interior Design Approval Tools
    3. Benefits of Using Programa’s Interior Design Approval Tools
    4. Practical Applications of Programa’s Interior Design Approval Tools
    5. Conclusion
      1. Spreadsheets Weren’t Built for Interior Design
      2. Specification Simplified: Say Goodbye to Arduous Data Entry
      3. Always Up-to-Date: Live Schedules for Real-Time Collaboration
      4. Seamless Sharing and Client Communication
      5. Build Your Own Product Libraries
      6. Eliminate Stress with Real-Time Version Control
      7. Track, Manage, Deliver: Stay On Top of Your Projects
      8. Effortless Integration and Customization
      9. Join Thousands of Designers Transforming Their Workflows with Programa
      10. Key Features:
      11. From Contributing Editor, Andrew Mitchell, director of MR. MITCHELL, Interior designer and founder of The Design Coach.
      12. <strong>Why is managing a budget important?</strong>
      13. <strong>Why can getting a budget be so difficult?</strong>
    6. Special Offer for DYB Alumni
      1. Introduction to Programa
      2. Watch the Onboarding Webinar Recording
      3. Ready to Get Started?
      4. Explore Our Breakdown Videos
      5. Boost Your Profitability
      6. Save Time and Money, Manage Projects Efficiently
      7. Enhance Communication Across Your Studio
    7. 29 April 2024
    8. 24 April 2024
    9. 22 April 2024
  43. 16 April 2024
  44. 15 April 2024
  45. Other updates
    1. Getting Started Dashboard
    2. Schedules
    3. Web Clipper
    4. Pinboards
    5. Project Management
    6. Address Book
    7. Invoicing
Reading: 03.05.24 Updates, Tax, Quickbooks & Schedule Updates
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Welcome to Programa release notes, where we're excited to unveil our latest updates aimed at empowering your design firm with enhanced financial management and project oversight capabilities. In our 03.05.24 update, we're introducing significant improvements across various aspects of Programa, including project management, tax management, schedules, and QuickBooks integration.

In the realm of project management, we're revolutionizing your workflow with a host of new features. Now, you can elevate your project oversight with a comprehensive timeline view for projects and phases, complete with milestone and deadline tracking. Task management within projects receives a major upgrade, offering both Kanban and list views for enhanced organization. Plus, enjoy more dynamic attachments, allowing you to link documents directly to tasks, add labels, assign team members, and track time seamlessly.

Our tax management capabilities have received a substantial boost, simplifying your financial processes and ensuring compliance. With centralized tax management features, you can effortlessly set and manage global tax rates, enhancing invoicing accuracy and efficiency. Take advantage of enhanced invoicing options, including tax settings per line item and overall invoice tax implications, as well as the ability to set default tax rates for all projects.

In the schedules department, we're introducing new features to enhance financial transparency and control within your project workflows. A new 'Tax' field allows for the display of tax amounts at the line item level, while the ability to toggle tax on or off per item provides added flexibility. Detailed tax breakdowns for items with multiple taxes ensure accuracy, while adjustments to client price and net profit calculations now include tax considerations.

Last but not least, our QuickBooks integration brings seamless connectivity to your financial operations. Connect and synchronize your Programa with QuickBooks effortlessly, managing invoices directly from Programa with ease. Import QuickBooks contacts and studio details into Programa effortlessly, and enjoy automatic synchronization of QuickBooks tax rates with Programa for enhanced data accuracy.

With these updates, Programa continues to evolve as your indispensable partner in interior design project management, empowering you to streamline your processes, enhance financial transparency, and elevate your project execution. Stay tuned for more exciting updates as we continue to innovate and enhance your Programa experience.