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. Getting Started Dashboard
  2. Schedules
  3. Client Dashboard
  4. Web Clipper
  5. Pinboards
  6. Project Management
  7. Address Book
  8. Invoicing
  9. Trade Portal
  10. Interior Design & Architecture Software For Professional Interior Designers & Architects
  11. Interior Design Software For Professional Interior Designers
  12. Support for ASID (American Society for Interior Design) members
  13. About Tom Mark Henry: Studio Origins and Philosophy<br />
  14. How Tom Mark Henry uses Programa
    1. Recognized for Excellence in Design Software
    2. Simplify Your FF&E Selection Process
    3. Effortless Updates and Revisions
    4. Collaboration Made Easy
    5. Optimized Finishes Schedule Management
    6. The Future Of FF&E With Programa
    7. The impracticalities of using generic software
    8. Enter Programa.
    9. Remove unnecessary stress and double handling with Programa:
    10. 13 November 2024
    11. 08 November 2024
    12. Client Portal
    13. Client Communication
    14. Rebranding
    15. Client Testimonial
    16. Software Solution
      1. The Hidden Cost of Chaos
      2. Enter the Digital Design Revolution
      3. Master Your Design Universe
      4. Design Intelligence at Work
      5. The Feedback Doesn't Lie
      6. Beyond Organization: Empowering Creativity
      7. A Day in the Life with Programa
      8. The Future of Interior Design is Here
    17. The Trade Portal places your brand front and center before A&D professionals
    18. Your name in lights alongside some of the biggest in the industry
    19. Your dream clientele, actively procuring
    20. Working directly with Architects and Interior Designers
    21. Programa’s Trade Portal and high quality leads
    22. Based in Sydney, YSG is a multi-disciplinary practice trailblazing architectural builds and interior design across the residential, commercial, and hospitality sectors. The studio charges spaces with atmospheric potency, staging, and storytelling driving their narrative process. With bold concepts and resourceful details, YSG's projects hopefully stir the soul and spark an emotive drive to feel one's best self within them.
      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
    23. 31 October 2024
    24. 30 October 2024
    25. 29 October 2024
    26. 24 October 2024
    27. 23 October 2024
    28. 22 October 2024
    29. 17 October 2024
    30. 15 October 2024
      1. What is the ‘Hidden’ Status?
      2. Use Case: Building a Custom Product
      3. Simplifying Financials with Hidden Status
      4. Reusing and Grouping Components
    31. 1. Schedules
    32. 2. Project Management
    33. 3. Client Dashboard
    34. 4. Pinboards
    35. 5. Financials View
    36. 11 October 2024
    37. 10 October 2024
    38. 07 October 2024
    39. 03 October 2024
    40. 02 October 2024
    41. <strong>How It Works</strong>
    42. <strong>Why It Matters</strong>
    43. <strong>Your New Shortcut for Smart Scheduling</strong>
    44. Tablet-friendly update
    45. &nbsp;
  15. Chrome Finishes
  16. United Strangers by Satara
    1. Traditional Quality with Modern Efficiency
    2. Collaboration: Orchestrating a Seamless Symphony
    3. Precision is crucial: Mitigating Errors
    4. All-encompassing Project Management
    5. A Library at Your Fingertips
    6. Conclusion: The Renaissance of Design
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.