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. 12 July 2024
  2. 09 July 2024
  3. 05 July 2024
  4. 04 July 2024
  5. 02 July 2024
  6. 01 July 2024
  7. The Shortcomings of Conventional Tools for Interior Designers
  8. Breaking Away from Tradition with Programa
  9. From FF&E to beautiful client comms with Programa.
  10. Task Management: Keeping Every Detail in Check
  11. Phases: Breaking Down Your Projects
  12. Combining Studio & Task Management for Optimal Workflow
  13. Getting Started: Setting Up Your Tasks & Phases
  14. Bringing it all together.
  15. Interior Design Software For Professional Interior Designers
  16. Interior Design & Architecture Software For Professional Interior Designers & Architects
  17. Traditional Quality with Modern Efficiency
  18. Collaboration: Orchestrating a Seamless Symphony
  19. Precision is crucial: Mitigating Errors
  20. All-encompassing Project Management
  21. A Library at Your Fingertips
  22. Conclusion: The Renaissance of Design
  23. The Importance of Project Management in Interior Design
  24. Tips for Becoming a Better Interior Designer
  25. Real-World Examples of Successful Project Management in Interior Design
  26. What is a Spec Sheet?
  27. The Power of Programa
  28. Flexible Design Features
  29. Ease of Use
  30. Cost Savings
  31. Increased Productivity
    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. Support
  32. How Tyler Aspen Edmonds Did It
  33. The Programa Advantage
  34. The Trade Portal Advantage
    1. 1. Specification Management Command Center
    2. 2. Project Management Suite
    3. 3. Procurement & Financial Tools
    4. 4. Client Dashboard
    5. 5. Digital Design Libraries
    6. Why Programa Stands Out
    7. Fast-Track Your Setup
    8. The Future of FF&E Management
    9. Transform Your FF&E Management Today
    10. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
    11. User-friendly Interface and Tools for Seamless Project Management
  35. Fixed Image Layouts
  36. Web Clipper Scraper
  37. Hyperlinked URLs
  38. Improved Notes Visibility in Presentation Mode
  39. Pinboards & Client Dashboard Integration
  40. 2022
  41. 2023
  42. Purchase Orders
  43. Client Dashboard
  44. What’s next?
  45. Product Approvals are engineered to streamline designer-client collaboration.
  46. Main Benefits Of Product Approvals
  47. Creating & Submitting Approval Requests
  48. Client Approval Process
  49. Tracking Approval Statuses and Feedback
  50. 14 May 2024
  51. 09 May 2024
  52. 03 May 2024
  53. 02 May 2024
  54. 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
  55. <strong>Contact Support</strong>
  56. The Issue - Complex Tax Handling<br />
  57. The Solution - Streamlined Tax Tool
  58. The Result - Enhanced Clarity and Compliance<br />
    1. The Bellini Collection
  59. 31 July 2024
  60. 30 July 2024
  61. 29 July 2024
  62. 26 July 2024
  63. 23 July 2024
  64. 18 July 2024
  65. Key Benefits:
  66. Streamlining Complexities and Enhancing Collaboration
  67. Managing Multiple Projects with Conflicting Deadlines and Resourcing Needs
  68. Communicating with Clients, Contractors, and Suppliers
  69. Sourcing Materials and Products
  70. Resolving Conflicts and Addressing Challenges
  71. Streamlining Project Management with Programa’s Studio WIP: A Cross-Project Management Solution
  72. Enhancing Communication and Collaboration with Programa’s Client Dashboard
  73. Leveraging Programa’s Cloud-Based Specifications for Efficient Material and Product Sourcing
  74. Take Control of Your Studio Today
  75. About March Twice Interiors
    1. Instant Sharing, Seamless Collaboration
    2. Customisation at its Best
    3. Recognising the Impact of Mood Boards in Design
    4. Elevate Your Mood Board Creation and Collaboration
    5. Leveraging Programa’s Pinboards Throughout the Project
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.