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Tax, Quickbooks & Schedule Updates

03.05.24 Updates
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. Simplify Your FF&E Selection Process
  2. Effortless Updates and Revisions
  3. Collaboration Made Easy
  4. Optimized Finishes Schedule Management
  5. The Future Of FF&E With Programa
  6. Interior Design Software For Professional Interior Designers
  7. 12 July 2024
  8. 09 July 2024
  9. 05 July 2024
  10. 04 July 2024
  11. 02 July 2024
  12. 01 July 2024
  13. Information about the Programa Terms of Service
    1. 1. Account Terms
    2. 2. Account Activation
    3. 3. Programa Rights
    4. 4. Your Responsibilities
    5. 5. Payment of Fees and Taxes
    6. 6. Confidentiality
    7. 7. Limitation of Liability and Indemnification
    8. 8. Intellectual Property and Your Materials
    9. 9. Additional Services - Programa In App Communication Tools<br />
    10. 10. Third Party Services and Integrations<br />
    11. 11. Beta Services<br />
    12. 12. Feedback and Reviews<br />
    13. 13. Takedown Procedure
    14. 14. Privacy and Data Protection
    15. 15. Programa Contracting Party
    16. 16. Term and Termination
    17. 17. Modifications<br />
    18. 18. General Conditions
  14. <strong>Contact Support</strong>
    1. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
    2. User-friendly Interface and Tools for Seamless Project Management
  15. Streamlining the A&D industry – it’s about time.
  16. Recognized for Excellence in Design Software.
    1. What We Do
    2. Our Mission
    3. 31 July 2024
    4. 30 July 2024
    5. 29 July 2024
    6. 26 July 2024
    7. 23 July 2024
    8. 18 July 2024
    9. Partnership
    10. It Makes Sense
    11. Key Benefits of the Programa and IDS Partnership
    12. About Programa
    13. About the Interior Design Society
    14. Interior Design & Architecture Software For Professional Interior Designers & Architects
    15. The Shortcomings of Conventional Tools for Interior Designers
    16. Breaking Away from Tradition with Programa
    17. From FF&E to beautiful client comms with Programa.
    18. Instant Sharing, Seamless Collaboration
    19. Customisation at its Best
    20. Studio WIP
    21. What else is new?
    22. What’s coming in February?
    23. 30 May 2024
    24. 27 May 2024
    25. 24 May 2024
    26. 23 May 2024
    27. 16 May 2024
    28. 30 August 2024
    29. 27 August 2024
    30. 22 August 2024
    31. 21 August 2024
    32. 20 August 2024
    33. 19 August 2024
    34. 16 August 2024
    35. 15 August 2024
    36. How are you using Programa?
    37. What challenges did the platform help overcome in a recent project?
    38. 05 September 2024
    39. 03 September 2024
    40. 02 September 2024
    41. Methods for Calculating Fees
    42. Which Method Will Work For Your Studio?
    43. A Designers Responsibility
    44. Wish there was a way to grow sales and better connect with clients?
    45. Why Does This Matter To Me As A Brand / Supplier?
    46. What Does That Translate To?
  17. How Does the Trade Portal Work?
  18. <strong>How Will It Solve My Problems?</strong>
    1. What does the Trade Portal Offer?
    2. What will it be like day to day?
    3. The Trade Portal Advantage
    4. Challenges Faced by Designers in Procurement
    5. How designers can use Procurement Hub
    6. Built by and for designers
    7. Addressing the Need for Flexible Project Management in a Global Context
    8. The Solution
    9. The Result
    10. Seamless Integration with Product Library
    11. Tailored PDF Exports
    12. Intuitive Schedule Navigation
    13. Why Time Tracking is Essential for Interior Designers
    14. How to Use Programa for Effective Time Tracking
    15. Tips for Maximizing Your Time Tracking Efforts
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.