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. Trends You Can’t Ignore in 2025
  2. Interior Design Software For Professional Interior Designers
  3. Simplify Your FF&E Selection Process
  4. Effortless Updates and Revisions
  5. Collaboration Made Easy
  6. Optimized Finishes Schedule Management
  7. The Future Of FF&E With Programa
    1. What to expect
    2. Why attend?
    3. Secure Your Seat: Design Workflow Workshop
  8. Interior Design & Architecture Software For Professional Interior Designers & Architects
    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
  9. Recognized for Excellence in Design Software
  10. 1. Schedules
  11. 2. Project Management
  12. 3. Client Dashboard
  13. 4. Pinboards
  14. 5. Financials View
  15. About Tom Mark Henry: Studio Origins and Philosophy<br />
  16. How Tom Mark Henry uses Programa
  17. Comprehensive Guide to Client Communication Software for Interior Designers
    1. The Importance of Effective Client Communication in Interior Design
    2. 1. Don’t Light Everything
    3. 2. Design with Layers
    4. 3. Design for Looks
    5. 4. Design for Activity
    6. 5. Design with Control
    7. A Collaborative Journey
    8. Movement & Aesthetic
    9. &nbsp;
    10. About Coco Flip
    11. Seamless Integration with Product Library
    12. Tailored PDF Exports
    13. Intuitive Schedule Navigation
    14. Instant Sharing, Seamless Collaboration
    15. Customisation at its Best
    16. Key Benefits:
      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
      9. Spreadsheets Weren’t Built for Interior Design
      10. Specification Simplified: Say Goodbye to Arduous Data Entry
      11. Always Up-to-Date: Live Schedules for Real-Time Collaboration
      12. Seamless Sharing and Client Communication
      13. Build Your Own Product Libraries
      14. Eliminate Stress with Real-Time Version Control
      15. Track, Manage, Deliver: Stay On Top of Your Projects
      16. Effortless Integration and Customization
      17. Join Thousands of Designers Transforming Their Workflows with Programa
      18. Key Features:
      19. From Contributing Editor, Andrew Mitchell, director of MR. MITCHELL, Interior designer and founder of The Design Coach.
      20. <strong>Why is managing a budget important?</strong>
      21. <strong>Why can getting a budget be so difficult?</strong>
      22. Tasks: The Building Blocks of Effortless Studio Management
      23. Phases: Your Project's Roadmap to Success
      24. The Magic of Combining Tasks and Phases
      25. Getting Started is a Breeze
    17. Why Use Interior Design Client Proposal Templates?
    18. Key Components of an Interior Design Presentation Template
    19. Conclusion
    20. Methods for Calculating Fees
    21. Which Method Will Work For Your Studio?
    22. A Designers Responsibility
  18. 1. The Importance of a Strong Digital Presence
  19. 2. Leveraging Social Media Engagement
  20. 3. Implementing SEO Optimization Techniques
  21. 4. Offering Virtual Consultations and Collaborating with Others in the Industry
  22. 5. Showcasing a Diverse Portfolio and Staying Ahead with Future Trends in Client Engagement Strategies
  23. Embracing the Evolution of Marketing for Interior Designers in 2025 and Beyond!
    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
    7. <strong>Inspired by Nature and Architecture</strong><br />
    8. <strong>Crafted with Comfort and Endurance in Mind</strong><br />
    9. <strong>Elevated Material Details</strong><br />
    10. <strong>An Earthy, Elevated Palette</strong>
    11. Discover the New Outdoor Range
    12. Start sourcing GlobeWest on the Trade Portal Today
    13. Client Dashboards: Connecting Designers and Clients Globally
    14. Product Approvals: Streamlining Feedback and Collaboration
    15. Experience the Future of Design Communication with Programa
      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
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.