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. Schedules: Organized and Up-to-Date Project Tracking
    1. Benefits:
  2. Pinboards: Visual Inspiration and Design Curation
  3. Canva Sharing: Collaborative and Seamless Presentation Integration
  4. Invoices: Simplified Financial Management and Transparency
  5. Client Dashboard Controls: Complete Access Management at Your Fingertips
    1. How the Client Dashboard Transforms Your Workflow
    2. Benefits of the Update
  6. 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
    3. From Contributing Editor, Andrew Mitchell, director of MR. MITCHELL, Interior designer and founder of The Design Coach.
    4. <strong>6 Procurement Tips</strong>
  7. <strong>Principles for when you use the Services</strong>
  8. <strong>Implications for violating the User Guidelines</strong>
  9. <strong>Dangerous Content</strong>
  10. <strong>Deceptive Content</strong>
  11. <strong>Sensitive Content</strong>
  12. <strong>Illegal Content</strong>
    1. Introduction
    2. Why we have User Guidelines
    3. User Guidelines for what is strictly prohibited
    4. Rules for user-generated content
    5. How can I report an issue or get support?
  13. Offering Virtual Consultations and Collaborating with Others in the Industry
  14. Showcasing a Diverse Portfolio and Staying Ahead with Future Trends in Client Engagement Strategies
  15. Embracing the Evolution of Marketing for Interior Designers in 2025 and Beyond!
    1. The Complexities of Residential Interior Design
    2. Client Connectivity: Crafting Relationships and Spaces
    3. Project Prowess: Managing the Symphony of Tasks
  16. 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
  17. Support for ASID (American Society for Interior Design) members
    1. Key Benefits:
    2. The Issue
    3. The Result
    4. The Solution
    5. Get Started Today
      1. Take Full Control of Client Access with Ease
      2. View and Manage Access
      3. Client Overview & Quick Access Controls
      4. File-Specific Filtering
    6. Studio WIP
    7. What else is new?
    8. What’s coming in February?
    9. Addressing the Need for Flexible Project Management in a Global Context
    10. Interior Design & Architecture Software For Professional Interior Designers & Architects
      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
    11. Traditional Quality with Modern Efficiency
    12. Collaboration: Orchestrating a Seamless Symphony
    13. Precision is crucial: Mitigating Errors
    14. All-encompassing Project Management
    15. A Library at Your Fingertips
    16. Conclusion: The Renaissance of Design
  18. Interior Design Approvals and Client Communication
    1. The Significance of Client Communication in Interior Design
    2. Key Features of Programa’s Interior Design Approval Tools
    3. Benefits of Using Programa’s Interior Design Approval Tools
    4. Practical Applications of Programa’s Interior Design Approval Tools
    5. Conclusion
    6. 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
      11. 11. Beta Services
      12. 12. Feedback and Reviews
      13. 13. Takedown Procedure
      14. 14. Privacy and Data Protection
      15. 15. Programa Contracting Party
      16. 16. Term and Termination
      17. 17. Modifications
      18. 18. General Conditions
    7. <strong>Contact Support</strong>
      1. Introducing Brightgreen's Plus 4.0 Collection: Where Innovation Meets Illumination
      2. Innovation from the Ground Up
      3. &nbsp;
      4. The Collection Unveiled
      5. Bring Your World To Life
      6. How It Works
      7. Viewing Your Schedule
      8. Approving Products
      9. The Benefits of the Client Dashboard
    8. Partnership
    9. It Makes Sense
    10. Key Benefits of the Programa and IDS Partnership
    11. About Programa
    12. About the Interior Design Society
    13. Latest Updates
      1. Information about the Programa Payments Service
      2. The Programa Payments Service
      3. Getting or Activating a Payments Services Account
      4. Processing Transactions and Receiving Your Funds
      5. <strong>Termination and Other General Legal Terms</strong>
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.