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. 19 December 2024
  2. 17 December 2024
  3. 10 December 2024
  4. 09 December 2024
  5. 03 December 2024
  6. 26 June 2024
  7. 19 June 2024
  8. 18 June 2024
  9. 17 June 2024
  10. Interior Design Software For Professional Interior Designers
  11. Interior Design & Architecture Software For Professional Interior Designers & Architects
  12. 30 August 2024
  13. 27 August 2024
  14. 22 August 2024
  15. 21 August 2024
  16. 20 August 2024
  17. 19 August 2024
  18. 16 August 2024
  19. 15 August 2024
  20. Studio WIP
  21. What else is new?
  22. What’s coming in February?
  23. 13 June 2024
  24. 07 June 2024
  25. 06 June 2024
  26. 04 June 2024
    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. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
    10. User-friendly Interface and Tools for Seamless Project Management
    11. Tasks: The Building Blocks of Effortless Studio Management
    12. Phases: Your Project's Roadmap to Success
    13. The Magic of Combining Tasks and Phases
    14. Getting Started is a Breeze
  27. Welcome Back!
  28. 06 January 2025
  29. Goodbye Fragmented Financial Management
  30. Build Connected and Efficient Processes<br />
  31. Meet The Programa x QuickBooks Integration<br />
  32. Seamless Integration with Product Library
  33. Tailored PDF Exports
  34. Intuitive Schedule Navigation
    1. Information about how Programa handles your data
    2. Introduction
    3. Our Values<br />
    4. Why we process your information
    5. <br />Your rights over your information
    6. Where we transfer your information
    7. How long do we retain your information
    8. Our use of advanced technologies
    9. How we protect your information
    10. How we use “cookies” and other tracking technologies
    11. How you can reach us
    12. Types of data we collect and process
    13. What Personal Data we receive
    14. Retention
    15. Our purpose for using your personal data
    16. Disclosing your personal data<br />
    17. Changes to this Privacy Policy
    18. Additional Privacy Information for Brands & Suppliers<br />
    19. When and why we share your information with others
    20. Your rights over your information
    21. How long we retain your information
    22. Your customers’ information
    23. Additional Information about how we process data globally
    24. Processing data globally to fulfil our service obligations
    25. United States Regional Privacy Notice
    26. What information we collect and share about you
    27. Why we collect and share your Personal Information
    28. Sources of Personal Information
    29. How long we keep your information
  35. Key Benefits:
  36. Data Encryption in Transit and at Rest
  37. Security Controls
  38. Multi-Factor Authentication (MFA)
  39. Monitoring and Breach Protocols
  40. Your IP is Yours, Forever
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.