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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. 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<br />
  7. How long do we retain your information
  8. Our use of advanced technologies<br />
  9. How we protect your information<br />
  10. How we use “cookies” and other tracking technologies<br />
  11. How you can reach us
  12. Types of data we collect and process<br />
  13. What Personal Data we receive<br />
  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
  30. Spreadsheets Weren’t Built for Interior Design
  31. Specification Simplified: Say Goodbye to Arduous Data Entry
  32. Always Up-to-Date: Live Schedules for Real-Time Collaboration
  33. Seamless Sharing and Client Communication
  34. Build Your Own Product Libraries
  35. Eliminate Stress with Real-Time Version Control
  36. Track, Manage, Deliver: Stay On Top of Your Projects
  37. Effortless Integration and Customization
  38. Join Thousands of Designers Transforming Their Workflows with Programa
  39. Key Features:
  40. Interior Design & Architecture Software For Professional Interior Designers & Architects
  41. 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. What to Expect:
    4. Why Attend?
    5. Reserve Your Spot
    6. Questions?
  42. Key Benefits:
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.