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. Getting Started with Shared Invoices
  2. Real-World Applications for Designers and Architects
  3. Key Benefits of the Shared Invoices Update
  4. How Tyler Aspen Edmonds Did It
  5. The Programa Advantage
  6. The Trade Portal Advantage
  7. What’s New?
  8. Why Change?
  9. Key Enhancements
  10. With Programa’s Client Dashboard, you can:
  11. Minimalise Misunderstandings, Maximalise Results
  12. Shared Schedules and Integration with Client Dashboard
  13. Collaboration between Designers and Clients
  14. Choose your must attend
  15. Space is intentionally limited.
    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. What is the ‘Hidden’ Status?
    8. Use Case: Building a Custom Product
    9. Simplifying Financials with Hidden Status
    10. Reusing and Grouping Components
    11. 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
    12. With Programa’s Purchase Orders, you can:
    13. Interior Design & Architecture Software For Professional Interior Designers & Architects
    14. The Importance of Project Management in Interior Design
    15. Tips for Becoming a Better Interior Designer
    16. Real-World Examples of Successful Project Management in Interior Design
      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
    17. Product Approvals are engineered to streamline designer-client collaboration.
    18. Main Benefits Of Product Approvals
    19. Creating & Submitting Approval Requests
    20. Client Approval Process
    21. Tracking Approval Statuses and Feedback
    22. Key Benefits:
      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
    23. Schedules: Organized and Up-to-Date Project Tracking
      1. Benefits:
    24. Pinboards: Visual Inspiration and Design Curation
    25. Canva Sharing: Collaborative and Seamless Presentation Integration
    26. Invoices: Simplified Financial Management and Transparency
    27. Client Dashboard Controls: Complete Access Management at Your Fingertips
      1. How the Client Dashboard Transforms Your Workflow
      2. Benefits of the Update
    28. The Trade Portal places your brand front and center before A&D professionals
    29. Your name in lights alongside some of the biggest in the industry
    30. Your dream clientele, actively procuring
    31. Working directly with Architects and Interior Designers
    32. Programa’s Trade Portal and high quality leads
      1. Hommeboys Interiors
      2. CUAIK | CDS
      3. AKI Design
      4. Meraki Design
      5. Nickolas Gurtler Design
      6. Mera Studio Architects
    33. What is an Interior Design Quotation?
    34. Key Components of an Interior Design Quotation
    35. Interior Design Quotation Format and Free Template
    36. How Do You Create an Interior Design Quotation Quickly & Easily?
    37. Beyond the Proposal: Invoicing with Programa
    38. Start Your Project Proposals with Programa
    39. Why Don’t Spreadsheets Suit The Needs Of Interior Designers?
    40. Enter Programa
    41. Clear and Precise Presentations
    42. Easier Management of Data
    43. Exports That Work The Way You Do
    44. Instant Sharing, Seamless Collaboration
    45. Customisation at its Best
    46. Task Management: Keeping Every Detail in Check
    47. Phases: Breaking Down Your Projects
    48. Combining Studio & Task Management for Optimal Workflow
    49. Getting Started: Setting Up Your Tasks & Phases
    50. Bringing it all together.
    51. The Issue
    52. The Result
    53. The Solution
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.