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. 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. Data Encryption in Transit and at Rest
  7. Security Controls
  8. Multi-Factor Authentication (MFA)
  9. Monitoring and Breach Protocols
  10. Your IP is Yours, Forever
  11. Register to join our highly requested webinar On February 27th
  12. What To Expect In The Session
    1. Why Your Studio Will Benefit?
    2. Reserve Your Spot
  13. 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
  14. Why Invest in a Design Process?
  15. Crafting Your Unique Process
  16. Unlock Your Potential with The Design Coach
    1. <strong>Why is a process important?</strong>
    2. <strong>What Process is Best?</strong>
    3. <strong>The Process for Creating a Design Process</strong>
  17. What is Transparency?
    1. 1. Design Fees
    2. 2. Margins on Product
    3. 3. Managing Budgets and Timelines
  18. What are the benefits?
  19. Getting Started
  20. Programa Invoices
    1. Instant Sharing, Seamless Collaboration
    2. Customisation at its Best
    3. Board View:
    4. List View:
    5. Timeline View:
    6. Seamless Integration for Holistic Project Management
      1. Getting Started with Shared Invoices
      2. Real-World Applications for Designers and Architects
      3. Key Benefits of the Shared Invoices Update
    7. Recognising the Impact of Mood Boards in Design
    8. Elevate Your Mood Board Creation and Collaboration
    9. Leveraging Programa’s Pinboards Throughout the Project
    10. Client Portal
    11. Client Communication
    12. Rebranding
    13. Client Testimonial
    14. Software Solution
      1. The Power of a Strong Supplier Profile
      2. Optimize Your Notification System
      3. Maintaining an Active, Engaged Presence
      4. Why Leading Design Firms Choose Programa
      5. Time Tracking That Speaks Your Language
      6. Client Communication Reimagined
      7. Automation for the Creative Mind
      8. The Impact on Your Studio
      9. <a href="https://programa.design/features/best-interior-design-project-management-software" target="_blank">Beyond Project Management</a>
      10. Your Design Evolution Starts Here
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.