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. 29 April 2024
  2. 24 April 2024
  3. 22 April 2024
  4. 16 April 2024
  5. 15 April 2024
  6. Other updates
    1. Task Management: Keeping Every Detail in Check
    2. Phases: Breaking Down Your Projects
    3. Combining Studio & Task Management for Optimal Workflow
    4. Getting Started: Setting Up Your Tasks & Phases
    5. Bringing it all together.
  7. Programa Invoices
    1. Interior Design Software For Professional Interior Designers
    2. The Importance of Project Management in Interior Design
    3. Tips for Becoming a Better Interior Designer
    4. Real-World Examples of Successful Project Management in Interior Design
    5. Interior Design & Architecture Software For Professional Interior Designers & Architects
      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
    6. Why Time Tracking is Essential for Interior Designers
    7. How to Use Programa for Effective Time Tracking
    8. Tips for Maximizing Your Time Tracking Efforts
    9. Addressing the Need for Flexible Project Management in a Global Context
    10. The Solution
    11. The Result
    12. The Issue - Complex Tax Handling<br />
    13. The Solution - Streamlined Tax Tool
    14. The Result - Enhanced Clarity and Compliance<br />
  8. 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
    6. <strong>How It Works</strong>
    7. <strong>Why It Matters</strong>
    8. <strong>Your New Shortcut for Smart Scheduling</strong>
    9. Tablet-friendly update
    10. Day 1: Materials, Process and Personality at 3 Days of Design
    11. Day 1 Takeaway
    12. Day 1: Time, profits & creative vision
    13. Day 2: Accuracy, visibility & staying out of your client’s inbox
    14. Day 2 Takeaway
    15. Exclusive bonus when you attend live:
      1. Features
      2. Integrations & Sharing
      3. Upgrades
  9. Discover the future of sourcing and specification within Programa
  10. The marketplace made for designers and suppliers
  11. 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
  12. Why designers love this
    1. Start using Trade Portal 2.0
  13. What inspires your work, and how do you stay creatively motivated?
  14. What have been some of your favorite collaborations with big brands, and how did those partnerships come about?
  15. How did you land these partnerships - was it outreach, or did they come to you?
  16. As someone who is active on Instagram, how do you balance showcasing your work with building authentic connections with your audience?
  17. What has been the biggest challenge in marketing yourself, and how did you overcome it?
  18. You mentioned making content that's easy to produce - could you give an example of what that looks like in practice?
  19. If you had to name one type of content that's been easiest to stay consistent with, what would that be?
  20. What advice would you give to interior designers who are just starting out in marketing their businesses?
  21. What's next for your business? Are there any exciting projects or collaborations on the horizon?
  22. The Importance of a Strong Digital Presence
  23. Leveraging Social Media Engagement
  24. Implementing SEO Optimization Techniques
    1. Getting Started Dashboard
    2. Schedules
    3. Client Dashboard
    4. Web Clipper
    5. Pinboards
    6. Project Management
    7. Invoicing
    8. Address Book
    9. Trade Portal
    10. Trends You Can’t Ignore in 2025
  25. How to Connect with Your Ideal Clients
  26. Choosing the Right Marketing Channels
  27. How to Differentiate Yourself
  28. Leveraging Relationships to Stand Out
    1. Master your time, profits, and creative vision with Programa
    2. Why attend this US focused Programa webinar?
    3. Template mastery: your secret weapon for scalability
    4. How to create your project management ecosystem
    5. Packaged design service: Transform how clients see your value
    6. The power of a Product Library
    7. Project template showcase: the design package
    8. Programa: Powerful tools
      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
    9. Board View:
    10. List View:
    11. Timeline View:
    12. Seamless Integration for Holistic Project Management
      1. Hommeboys Interiors
      2. CUAIK | CDS
      3. AKI Design
      4. Meraki Design
      5. Nickolas Gurtler Design
      6. Mera Studio Architects
      7. A Note from Zoe
    13. Join the Future of Design
    14. 14 May 2025
    15. 07 May 2025
    16. 01 May 2025
    17. 23 April 2025
    18. 12 April 2025
    19. 9 April 2025
    20. 7 April 2025
    21. 3 April 2025
    22. 1 April 2025
    23. 28 March 2025
    24. 25 March 2025
    25. 20 March 2025
    26. 18 March 2025
    27. Welcome Back!
    28. 06 January 2025
    29. It's that time of year!
    30. 19 December 2024
    31. 17 December 2024
    32. 10 December 2024
    33. 09 December 2024
    34. 03 December 2024
    35. 28 November 2024
    36. 27 November 2024
    37. 26 November 2024
    38. 20 November 2024
    39. 19 November 2024
    40. 13 November 2024
    41. 08 November 2024
    42. 31 October 2024
    43. 30 October 2024
    44. 29 October 2024
    45. 24 October 2024
    46. 23 October 2024
    47. 22 October 2024
    48. 17 October 2024
    49. 15 October 2024
    50. 11 October 2024
    51. 10 October 2024
    52. 07 October 2024
    53. 03 October 2024
    54. 02 October 2024
    55. 30 September 2024
    56. 25 September 2024
    57. 20 September 2024
    58. 19 September 2024
    59. 17 September 2024
    60. 13 September 2024
    61. 11 September 2024
    62. 06 September 2024
    63. 05 September 2024
    64. 02 September 2024
    65. 30 August 2024
    66. 27 August 2024
    67. 22 August 2024
    68. 21 August 2024
    69. 20 August 2024
    70. 19 August 2024
    71. 16 August 2024
    72. 15 August 2024
    73. 14 August 2024
    74. 12 August 2024
    75. 13 August 2024
    76. 07 August 2024
    77. 08 August 2024
    78. 09 August 2024
    79. 05 August 2024
    80. 01 August 2024
    81. 31 July 2024
    82. 30 July 2024
    83. 29 July 2024
    84. 26 July 2024
    85. 23 July 2024
    86. 18 July 2024
    87. 12 July 2024
    88. 09 July 2024
    89. 05 July 2024
    90. 04 July 2024
    91. 02 July 2024
    92. 01 July 2024
    93. 26 June 2024
    94. 19 June 2024
    95. 18 June 2024
    96. 17 June 2024
    97. 13 June 2024
    98. 07 June 2024
    99. 06 June 2024
    100. 04 June 2024
    101. 30 May 2024
    102. 27 May 2024
    103. 24 May 2024
    104. 23 May 2024
    105. 16 May 2024
    106. 14 May 2024
    107. 09 May 2024
    108. 03 May 2024
    109. 02 May 2024
  29. April 16 2024
  30. 11 April 2024
  31. <strong>09 April 2024</strong>
    1. Highlight
    2. Other fixes
    3. The Issue
    4. Latest Updates
    5. Simplify Your FF&E Selection Process
    6. Effortless Updates and Revisions
    7. Collaboration Made Easy
    8. Optimized Finishes Schedule Management
    9. The Future Of FF&E With Programa
    10. Q3 Product Update
    11. The world’s best scheduling software gets even better.
    12. The All-new Web Clipper
    13. Other Improvements
    14. What’s next?
    15. How are you using Programa?
    16. What challenges did the platform help overcome in a recent project?
    17. Why Don’t Spreadsheets Suit The Needs Of Interior Designers?
    18. Enter Programa
    19. Clear and Precise Presentations
    20. Easier Management of Data
    21. Exports That Work The Way You Do
    22. What you’ll learn in this article:
      1. Price Is Positioning
      2. Strategic Pricing
      3. Profitability = Power
      4. Clarity Is Luxury
      5. Embodied Confidence = Energetic Alignment
      6. Your Next Move
  32. Invest in health, and home.
  33. <strong>Technogym Live</strong>
  34. Streamlining the A&D industry – it’s about time.
  35. Recognized for Excellence in Design Software.
    1. Streamlining Complexities and Enhancing Collaboration
    2. Managing Multiple Projects with Conflicting Deadlines and Resourcing Needs
    3. Communicating with Clients, Contractors, and Suppliers
    4. Sourcing Materials and Products
    5. Resolving Conflicts and Addressing Challenges
    6. Streamlining Project Management with Programa’s Studio WIP: A Cross-Project Management Solution
    7. Enhancing Communication and Collaboration with Programa’s Client Dashboard
    8. Leveraging Programa’s Cloud-Based Specifications for Efficient Material and Product Sourcing
    9. Take Control of Your Studio Today
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.