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. Tasks: The Building Blocks of Effortless Studio Management
  2. Phases: Your Project's Roadmap to Success
  3. The Magic of Combining Tasks and Phases
  4. Getting Started is a Breeze
  5. 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>Why is managing a budget important?</strong>
    5. <strong>Why can getting a budget be so difficult?</strong>
  6. Interior Design & Architecture Software For Professional Interior Designers & Architects
  7. Setting Clear Expectations and Boundaries
  8. Professionalism in Operations and Contracts
  9. Managing Finances and Discounting
  10. Handling Product Purchasing and Trade Pricing
  11. Protecting Relationships
  12. Keep it Professional
  13. Design Fees & Discounting
  14. Product Purchasing & Trade Pricing
  15. Key Benefits:
  16. What is Transparency?
    1. 1. Design Fees
    2. 2. Margins on Product
    3. 3. Managing Budgets and Timelines
  17. What are the benefits?
  18. Getting Started
  19. Schedules: Organized and Up-to-Date Project Tracking
    1. Benefits:
  20. Pinboards: Visual Inspiration and Design Curation
  21. Canva Sharing: Collaborative and Seamless Presentation Integration
  22. Invoices: Simplified Financial Management and Transparency
  23. Client Dashboard Controls: Complete Access Management at Your Fingertips
    1. How the Client Dashboard Transforms Your Workflow
    2. Benefits of the Update
  24. What is a Spec Sheet?
  25. The Power of Programa
  26. Flexible Design Features
  27. Ease of Use
  28. Cost Savings
  29. Increased Productivity
  30. How to Connect with Your Ideal Clients
  31. Choosing the Right Marketing Channels
  32. How to Differentiate Yourself
  33. Leveraging Relationships to Stand Out
    1. What’s New?
    2. Why Change?
    3. Key Enhancements
    4. What is an Interior Design Quotation?
    5. Key Components of an Interior Design Quotation
    6. Interior Design Quotation Format and Free Template
    7. How Do You Create an Interior Design Quotation Quickly & Easily?
    8. Beyond the Proposal: Invoicing with Programa
    9. Start Your Project Proposals with Programa
      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. Getting Started with Shared Invoices
      10. Real-World Applications for Designers and Architects
      11. Key Benefits of the Shared Invoices Update
      12. Why Winning Work Matters for Interior Designers
      13. The Benefits of CRM Software for Interior Designers
      14. Using Project Management Tools as a CRM
      15. Outcome
    10. 30 August 2024
    11. 27 August 2024
    12. 22 August 2024
    13. 21 August 2024
    14. 20 August 2024
    15. 19 August 2024
    16. 16 August 2024
    17. 15 August 2024
    18. Challenges Faced by Designers in Procurement
    19. How designers can use Procurement Hub
    20. Built by and for designers
    21. Task Management: Keeping Every Detail in Check
    22. Phases: Breaking Down Your Projects
    23. Combining Studio & Task Management for Optimal Workflow
    24. Getting Started: Setting Up Your Tasks & Phases
    25. Bringing it all together.
  34. Why These Events Matter More Than Ever
  35. Where Innovation Meets Implementation In The States
  36. European Design Destinations: Where Dreams Take Shape
  37. Maximizing Your Event Experience
  38. Making It All Work Together
    1. 26 June 2024
    2. 19 June 2024
    3. 18 June 2024
    4. 17 June 2024
    5. The impracticalities of using generic software
    6. Enter Programa.
    7. Remove unnecessary stress and double handling with Programa:
  39. What inspires your work, and how do you stay creatively motivated?
  40. What have been some of your favorite collaborations with big brands, and how did those partnerships come about?
  41. How did you land these partnerships - was it outreach, or did they come to you?
  42. As someone who is active on Instagram, how do you balance showcasing your work with building authentic connections with your audience?
  43. What has been the biggest challenge in marketing yourself, and how did you overcome it?
  44. You mentioned making content that's easy to produce - could you give an example of what that looks like in practice?
  45. If you had to name one type of content that's been easiest to stay consistent with, what would that be?
  46. What advice would you give to interior designers who are just starting out in marketing their businesses?
  47. What's next for your business? Are there any exciting projects or collaborations on the horizon?
    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
      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
    2. <strong>Contact Support</strong>
    3. The Issue
    4. The Solution
    5. The Result
    6. 31 July 2024
    7. 30 July 2024
    8. 29 July 2024
    9. 26 July 2024
    10. 23 July 2024
    11. 18 July 2024
  48. 11 April 2024
    1. Highlight
    2. Other fixes
      1. <br />What’s New at Programa?
      2. <br />Looking Ahead: Upcoming Features
      3. <br />Pricing Update: Supporting Continuous Improvement
      4. <br />Thank You for Being Part of the Programa Community
    3. Instant Sharing, Seamless Collaboration
    4. Customisation at its Best
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.