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. Why Winning Work Matters for Interior Designers
  2. The Benefits of CRM Software for Interior Designers
  3. Using Project Management Tools as a CRM
  4. Outcome
  5. A Collaborative Journey
  6. Movement & Aesthetic
  7.  
  8. About Coco Flip
  9. 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. Spreadsheets Weren’t Built for Interior Design
    4. Specification Simplified: Say Goodbye to Arduous Data Entry
    5. Always Up-to-Date: Live Schedules for Real-Time Collaboration
    6. Seamless Sharing and Client Communication
    7. Build Your Own Product Libraries
    8. Eliminate Stress with Real-Time Version Control
    9. Track, Manage, Deliver: Stay On Top of Your Projects
    10. Effortless Integration and Customization
    11. Join Thousands of Designers Transforming Their Workflows with Programa
    12. Key Features:
  10. Interior Design & Architecture Software For Professional Interior Designers & Architects
  11. The Issue
  12. The Result
  13. The Solution
  14. Latest Updates
  15. Board View:
  16. List View:
  17. Timeline View:
  18. Seamless Integration for Holistic Project Management
  19. Simplify Your FF&E Selection Process
  20. Effortless Updates and Revisions
  21. Collaboration Made Easy
  22. Optimized Finishes Schedule Management
  23. The Future Of FF&E 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. We interviewed Associates Callie van der Merwe, Calvin Janse van Vuuren & Roberto Zambri from COOOP, about their latest project, the Vogue Cafe.
  24. <strong>Principles for when you use the Services</strong>
  25. <strong>Implications for violating the User Guidelines</strong>
  26. <strong>Dangerous Content</strong>
  27. <strong>Deceptive Content</strong>
  28. <strong>Sensitive Content</strong>
  29. <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?
    6. What We Do
    7. Our Mission
  30. Comprehensive Guide to Client Communication Software for Interior Designers
    1. The Importance of Effective Client Communication in Interior Design
  31. Programa Invoices
    1. Why Time Tracking is Essential for Interior Designers
    2. How to Use Programa for Effective Time Tracking
    3. Tips for Maximizing Your Time Tracking Efforts
    4. Addressing the Need for Flexible Project Management in a Global Context
    5. The Issue - Complex Tax Handling<br />
    6. The Solution - Streamlined Tax Tool
    7. The Result - Enhanced Clarity and Compliance<br />
  32. 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
      1. Features
      2. Integrations & Sharing
      3. Upgrades
    6. Register to join our highly requested webinar On February 27th
    7. What To Expect In The Session
      1. Why Your Studio Will Benefit?
      2. Reserve Your Spot
  33. Why These Events Matter More Than Ever
  34. Where Innovation Meets Implementation In The States
  35. European Design Destinations: Where Dreams Take Shape
  36. Maximizing Your Event Experience
  37. Making It All Work Together
  38. Discover the future of sourcing and specification within Programa
  39. The marketplace made for designers and suppliers
  40. 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
  41. Why designers love this
    1. Start using Trade Portal 2.0
      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. Hommeboys Interiors
      6. CUAIK | CDS
      7. AKI Design
      8. Meraki Design
      9. Nickolas Gurtler Design
      10. Mera Studio Architects
      11. A Note from Zoe
    2. Join the Future of Design
    3. Schedules: Organized and Up-to-Date Project Tracking
      1. Benefits:
    4. Pinboards: Visual Inspiration and Design Curation
    5. Canva Sharing: Collaborative and Seamless Presentation Integration
    6. Invoices: Simplified Financial Management and Transparency
    7. Client Dashboard Controls: Complete Access Management at Your Fingertips
      1. How the Client Dashboard Transforms Your Workflow
      2. Benefits of the Update
      3. Redesigning Industry Workflows
      4. Moving Beyond Spreadsheets
      5. Industry-Specific Features
      6. Better Client Communications
      7. Try Programa Today
      8. The Hidden Cost of Chaos
      9. Enter the Digital Design Revolution
      10. Master Your Design Universe
      11. Design Intelligence at Work
      12. The Feedback Doesn't Lie
      13. Beyond Organization: Empowering Creativity
      14. A Day in the Life with Programa
      15. The Future of Interior Design is Here
      16. Why Leading Design Firms Choose Programa
      17. Time Tracking That Speaks Your Language
      18. Client Communication Reimagined
      19. Automation for the Creative Mind
      20. The Impact on Your Studio
      21. <a href="https://programa.design/features/best-interior-design-project-management-software" target="_blank">Beyond Project Management</a>
      22. Your Design Evolution Starts Here
  42. The future of sales and marketing for A&D brands
    1. What sets Programa apart?
  43. What’s in Trade Portal 2.0?
    1. Sleek new interface
    2. Advanced search and filters
    3. Showcase product collections by category
    4. Curated recommendations
    5. What's unique for brands?
      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. Introduction to Programa
    7. Getting Started Dashboard
    8. Schedules
    9. Client Dashboard
    10. Web Clipper
    11. Pinboards
    12. Project Management
    13. Address Book
    14. Invoicing
      1. The End of Creative Interruption
      2. Where Inspiration Meets Intelligence
  44. The Dawn of SmartSpec: Your Creative Companion
    1. Creativity Amplified
    2. Beyond Documentation: The Future of Design Workflow
    3. Your Practice, Transformed
    4. Join the Creative Revolution
    5. The Future is Here
    6. Experience the Transformation
    7. In a discussion with Yasmine Ghoniem, Director of Sydney-based interior design studio YSG, we delve into the studio's founding story, cultural ethos, and groundbreaking projects.
    8. Based in Sydney, YSG is a multi-disciplinary practice trailblazing architectural builds and interior design across the residential, commercial, and hospitality sectors. The studio charges spaces with atmospheric potency, staging, and storytelling driving their narrative process. With bold concepts and resourceful details, YSG's projects hopefully stir the soul and spark an emotive drive to feel one's best self within them.
    9. Key Benefits:
      1. Why MKCA Turned to Programa
      2. How MKCA Uses Programa
      3. Key Impact
      4. Scheduling with Programa and Client Approvals
      5. Streamlined Procurement Management
      6. Budget Tracking for Financial Clarity
      7. Hidden Feature for Internal Reviews
      8. Client Dashboard for Transparency and Easy Communication
      9. Centralized Project Management for Cohesion and Control
      10. Long-Term Efficiency with Programa
      11. Why AKI chose Programa
      12. Why the Trade Portal matters
      13. A streamlined process, from inspiration to installation
      14. Start sourcing on the <a href="https://app.programa.design/trade_portal/main" target="_blank">Trade Portal</a>
      15. How Does the Programa x QuickBooks Integration Work?
    10. Goodbye Fragmented Financial Management
    11. Build Connected and Efficient Processes<br />
    12. Meet The Programa x QuickBooks Integration<br />
    13. Studio WIP
    14. What else is new?
    15. What’s coming in February?
    16. Setting Clear Expectations and Boundaries
    17. Professionalism in Operations and Contracts
    18. Managing Finances and Discounting
    19. Handling Product Purchasing and Trade Pricing
    20. Protecting Relationships
    21. Keep it Professional
    22. Design Fees & Discounting
    23. Product Purchasing & Trade Pricing
    24. Data Encryption in Transit and at Rest
    25. Security Controls
    26. Multi-Factor Authentication (MFA)
    27. Monitoring and Breach Protocols
    28. Your IP is Yours, Forever
    29. <strong>Why Programa is a Better Choice</strong>
    30. <strong>Easy Transition</strong>
    31. Task Management: Keeping Every Detail in Check
    32. Phases: Breaking Down Your Projects
    33. Combining Studio & Task Management for Optimal Workflow
    34. Getting Started: Setting Up Your Tasks & Phases
    35. Bringing it all together.
    36. Recognising the Impact of Mood Boards in Design
    37. Elevate Your Mood Board Creation and Collaboration
    38. Leveraging Programa’s Pinboards Throughout the Project
    39. 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<br />
      11. 11. Beta Services<br />
      12. 12. Feedback and Reviews<br />
      13. 13. Takedown Procedure
      14. 14. Privacy and Data Protection
      15. 15. Programa Contracting Party
      16. 16. Term and Termination
      17. 17. Modifications<br />
      18. 18. General Conditions
    40. <strong>Contact Support</strong>
    41. What is an Interior Design Quotation?
    42. Key Components of an Interior Design Quotation
    43. Interior Design Quotation Format and Free Template
    44. How Do You Create an Interior Design Quotation Quickly & Easily?
    45. Beyond the Proposal: Invoicing with Programa
    46. Start Your Project Proposals with Programa
    47. Our new release puts the Pro, in Programa.
    48. For Designers
    49. For Brands
    50. What’s Next?
Reading: 03.05.24 Updates, Tax, Quickbooks & Schedule Updates
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Join the world’s best studios

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.