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. Exclusive bonus when you attend live:
  2. Add LightCo to your Schedules
  3. Interior Design Software For Professional Interior Designers
  4. The Issue
  5. The Result
  6. The Solution
  7. Latest Updates
  8. Support for ASID (American Society for Interior Design) members
    1. 1. Schedules
    2. 2. Project Management
    3. 3. Client Dashboard
    4. 4. Pinboards
    5. 5. Financials View
    6. 1. Step back to grow
    7. 2. Busyness isn’t a badge of honour
    8. 3. You don’t have to do it all
    9. Designed for Designers
    10. Dedicated In-House Design Team
    11. A Commitment to Progress and Trust
    12. Discover the New Outdoor Range
    13. Start Sourcing GlobeWest Today
    14. The impracticalities of using generic software
    15. Enter Programa.
    16. Remove unnecessary stress and double handling with Programa:
    17. What is a Spec Sheet?
    18. The Power of Programa
    19. Flexible Design Features
    20. Ease of Use
    21. Cost Savings
    22. Increased Productivity
    23. Interior Design & Architecture Software For Professional Interior Designers & Architects
    24. Getting Started Dashboard
    25. Schedules
    26. Client Dashboard
    27. Web Clipper
    28. Pinboards
    29. Project Management
    30. Invoicing
    31. Address Book
    32. Trade Portal
    33. The Importance of Project Management in Interior Design
    34. Tips for Becoming a Better Interior Designer
    35. Real-World Examples of Successful Project Management in Interior Design
  9. Streamlining the A&D industry – it’s about time.
  10. Recognized for Excellence in Design Software.
    1. <strong>How It Works</strong>
    2. <strong>Why It Matters</strong>
    3. <strong>Your New Shortcut for Smart Scheduling</strong>
    4. Tablet-friendly update
  11. Discover the future of sourcing and specification within Programa
  12. The marketplace made for designers and suppliers
  13. What’s new. Trade Portal 2.0?
    1. Sleek new look and feel
    2. Find exactly what you need
    3. Recommendations, category and brand highlights
    4. Tailored to your needs
  14. Why designers love this
    1. Start using Trade Portal 2.0
      1. Support
    2. 13 September 2024
    3. 11 September 2024
    4. 06 September 2024
    5. 05 September 2024
    6. 03 September 2024
    7. 02 September 2024
    8. 1. Don’t Light Everything
    9. 2. Design with Layers
    10. 3. Design for Looks
    11. 4. Design for Activity
    12. 5. Design with Control
    13. Product Approvals are engineered to streamline designer-client collaboration.
    14. Main Benefits Of Product Approvals
    15. Creating & Submitting Approval Requests
    16. Client Approval Process
    17. Tracking Approval Statuses and Feedback
    18. What’s New?
    19. Why Change?
    20. Key Enhancements
    21. Addressing the Need for Flexible Project Management in a Global Context
    22. Client Dashboards: Connecting Designers and Clients Globally
    23. Product Approvals: Streamlining Feedback and Collaboration
    24. Experience the Future of Design Communication with Programa
      1. The Challenge of Traditional FF&E Scheduling
      2. Programa’s Specification & FF&E Solution
      3. Step-by-Step: Creating Your First FF&E Schedule
      4. Best Practices for Flawless Specs
      5. Real-World Impact
      6. Next Steps
      7. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
      8. User-friendly Interface and Tools for Seamless Project Management
      9. The Stone Gallery
    25. What is FF&E in Interior Design?
    26. Why is FF&E Management Crucial?
    27. How Programa is Changing the FF&E Interior Design Software Game
    28. Why Programa Stands Out from Other FF&E Interior Design Software
    29. The Future of Interior Design with Programa
    30. Data Encryption in Transit and at Rest
    31. Security Controls
    32. Multi-Factor Authentication (MFA)
    33. Monitoring and Breach Protocols
    34. Your IP is Yours, Forever
      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. Explore our ‘Made with Programa’ feature, where Shona McElroy of SMAC Studio shares the journey behind ‘Introspection,’ highlighting the challenges, workflow, and how Programa played a pivotal role from concept to completion.
      6. Getting Started with Shared Invoices
      7. Real-World Applications for Designers and Architects
      8. Key Benefits of the Shared Invoices Update
      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:
    35. Partnership
    36. It Makes Sense
    37. Key Benefits of the Programa and IDS Partnership
    38. About Programa
    39. About the Interior Design Society
    40. Our new release puts the Pro, in Programa.
    41. For Designers
    42. For Brands
    43. What’s Next?
    44. Schedules: Organized and Up-to-Date Project Tracking
      1. Benefits:
    45. Pinboards: Visual Inspiration and Design Curation
    46. Canva Sharing: Collaborative and Seamless Presentation Integration
    47. Invoices: Simplified Financial Management and Transparency
    48. Client Dashboard Controls: Complete Access Management at Your Fingertips
      1. How the Client Dashboard Transforms Your Workflow
      2. Benefits of the Update
      3. Features
      4. Integrations & Sharing
      5. Upgrades
    49. What is an Interior Design Quotation?
    50. Key Components of an Interior Design Quotation
    51. Interior Design Quotation Format and Free Template
    52. How Do You Create an Interior Design Quotation Quickly & Easily?
    53. Beyond the Proposal: Invoicing with Programa
    54. 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
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.