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. The future of sales and marketing for A&D brands
    1. What sets Programa apart?
  2. What’s in Trade Portal 2.0?
    1. Sleek new interface
    2. Advanced search and filters
    3. Showcase product collections by category
    4. Curated recommendations
    5. What's unique for brands?
      1. Support
    6. Overview of Each Platform
    7. Interior Design Software For Professional Interior Designers
      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
    8. Recognized for Excellence in Design Software
    9. Interior Design & Architecture Software For Professional Interior Designers & Architects
  3. Why These Events Matter More Than Ever
  4. Where Innovation Meets Implementation In The States
  5. European Design Destinations: Where Dreams Take Shape
  6. Maximizing Your Event Experience
  7. Making It All Work Together
  8. Offering Virtual Consultations and Collaborating with Others in the Industry
  9. Showcasing a Diverse Portfolio and Staying Ahead with Future Trends in Client Engagement Strategies
  10. Embracing the Evolution of Marketing for Interior Designers in 2025 and Beyond!
    1. Trends You Can’t Ignore in 2025
    2. <strong>How It Works</strong>
    3. <strong>Why It Matters</strong>
    4. <strong>Your New Shortcut for Smart Scheduling</strong>
    5. Tablet-friendly update
      1. Information about how Programa uses Cookies
      2. What are cookies?
      3. How do we use cookies?
      4. Strictly Necessary Cookies
      5. Optional Cookies
      6. Options for managing cookies and interest-based ads
      7. Updates to this Policy
      8. How to contact us
    6. Seamless Integration with Product Library
    7. Tailored PDF Exports
    8. Intuitive Schedule Navigation
    9. The Issue
    10. The Result
    11. The Solution
    12. Get Started Today
  11. Streamlining the A&D industry – it’s about time.
    1. Task Management
    2. Phases
    3. Dynamic Views
    4. Prepare your Studio
    5. Key Changes
    6. Detailed Steps for Current Studio WIP Users
    7. Future Releases
    8. The Complexities of Residential Interior Design
    9. Client Connectivity: Crafting Relationships and Spaces
    10. Project Prowess: Managing the Symphony of Tasks
  12. 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. Board View:
    5. List View:
    6. Timeline View:
    7. Seamless Integration for Holistic Project Management
    8. What’s New?
    9. Why Change?
    10. Key Enhancements
      1. The Challenge of Traditional FF&E Scheduling
      2. Programa’s Specification & FF&E Solution
      3. Step-by-Step: Creating Your First FF&E Schedule
      4. Best Practices for Flawless Specs
      5. Real-World Impact
      6. Next Steps
  13. 1. The Importance of a Strong Digital Presence
  14. 2. Leveraging Social Media Engagement
  15. 3. Implementing SEO Optimization Techniques
  16. 4. Offering Virtual Consultations and Collaborating with Others in the Industry
  17. 5. Showcasing a Diverse Portfolio and Staying Ahead with Future Trends in Client Engagement Strategies
    1. With Programa’s Purchase Orders, you can:
    2. Client Dashboards: Connecting Designers and Clients Globally
    3. Product Approvals: Streamlining Feedback and Collaboration
    4. Experience the Future of Design Communication with Programa
    5. Data Encryption in Transit and at Rest
    6. Security Controls
    7. Multi-Factor Authentication (MFA)
    8. Monitoring and Breach Protocols
    9. Your IP is Yours, Forever
    10. Key Benefits:
    11. Studio WIP
    12. What else is new?
    13. What’s coming in February?
    14. Getting Started Dashboard
    15. Schedules
    16. Client Dashboard
    17. Web Clipper
    18. Pinboards
    19. Project Management
    20. Invoicing
    21. Address Book
    22. Trade Portal
      1. Finally, control over product presentation
      2. Curate to convert
      3. Update and share
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.