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. 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
  2. <strong>Contact Support</strong>
  3. 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
  4. The Importance of Project Management in Interior Design
  5. Tips for Becoming a Better Interior Designer
  6. Real-World Examples of Successful Project Management in Interior Design
  7. The Complexities of Residential Interior Design
  8. Client Connectivity: Crafting Relationships and Spaces
  9. Project Prowess: Managing the Symphony of Tasks
  10. 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
  11. <strong>Dakar by Kustom Timber </strong>
  12. <strong>Canvas by Kustom Timber</strong>
    1. What to expect
    2. Why attend?
    3. Secure Your Seat: Design Workflow Workshop
    4. How Does the Programa x QuickBooks Integration Work?
    5. Goodbye Fragmented Financial Management
    6. Build Connected and Efficient Processes<br />
    7. Meet The Programa x QuickBooks Integration<br />
      1. Advice for other small studios
      2. Scheduling with Programa and Client Approvals
      3. Streamlined Procurement Management
      4. Budget Tracking for Financial Clarity
      5. Hidden Feature for Internal Reviews
      6. Client Dashboard for Transparency and Easy Communication
      7. Centralized Project Management for Cohesion and Control
      8. Long-Term Efficiency with Programa
    8. The Issue
    9. The Result
    10. The Solution
    11. Latest Updates
Reading: 03.05.24 Updates, Tax, Quickbooks & Schedule Updates
Try Programa for free with a 7 day trial

Try Programa for free with a 7 day trial

Join the world’s best studios

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.