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Tax, Quickbooks & Schedule Updates

03.05.24 Updates
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. <strong>Principles for when you use the Services</strong>
  2. <strong>Implications for violating the User Guidelines</strong>
  3. <strong>Dangerous Content</strong>
  4. <strong>Deceptive Content</strong>
  5. <strong>Sensitive Content</strong>
  6. <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. Tasks: The Building Blocks of Effortless Studio Management
    7. Phases: Your Project's Roadmap to Success
    8. The Magic of Combining Tasks and Phases
    9. Getting Started is a Breeze
    10. 2022
    11. 2023
    12. Purchase Orders
    13. Client Dashboard
    14. What’s next?
    15. The Issue
    16. The Solution
    17. The Result
    18. Interior Design Software For Professional Interior Designers
    19. Interior Design & Architecture Software For Professional Interior Designers & Architects
    20. Board View:
    21. List View:
    22. Timeline View:
    23. Seamless Integration for Holistic Project Management
    24. 17 October 2024
    25. 15 October 2024
    26. 11 October 2024
    27. 10 October 2024
    28. 07 October 2024
    29. 03 October 2024
    30. 02 October 2024
    31. 30 September 2024
    32. 25 September 2024
    33. 20 September 2024
    34. 19 September 2024
    35. 17 September 2024
    36. 13 September 2024
    37. 11 September 2024
    38. 06 September 2024
    39. 05 September 2024
    40. 02 September 2024
    41. 30 August 2024
    42. 27 August 2024
    43. 22 August 2024
    44. 21 August 2024
    45. 20 August 2024
    46. 19 August 2024
    47. 16 August 2024
    48. 15 August 2024
    49. 14 August 2024
    50. 12 August 2024
    51. 13 August 2024
    52. 07 August 2024
    53. 08 August 2024
    54. 09 August 2024
    55. 05 August 2024
    56. 01 August 2024
    57. 31 July 2024
    58. 30 July 2024
    59. 29 July 2024
    60. 26 July 2024
    61. 23 July 2024
    62. 18 July 2024
    63. 12 July 2024
    64. 09 July 2024
    65. 05 July 2024
    66. 04 July 2024
    67. 02 July 2024
    68. 01 July 2024
    69. 26 June 2024
    70. 19 June 2024
    71. 18 June 2024
    72. 17 June 2024
    73. 13 June 2024
    74. 07 June 2024
    75. 06 June 2024
    76. 04 June 2024
    77. 30 May 2024
    78. 27 May 2024
    79. 24 May 2024
    80. 23 May 2024
    81. 16 May 2024
    82. 14 May 2024
    83. 09 May 2024
    84. 03 May 2024
    85. 02 May 2024
    86. 29 April 2024
    87. 24 April 2024
    88. 22 April 2024
  7. April 16 2024
  8. 15 April 2024
  9. Other updates
  10. 11 April 2024
  11. <strong>09 April 2024</strong>
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.