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. 30 September 2024
  2. 25 September 2024
  3. 20 September 2024
  4. 19 September 2024
  5. 17 September 2024
  6. What is FF&E in Interior Design?
  7. Why is FF&E Management Crucial?
  8. How Programa is Changing the FF&E Interior Design Software Game
  9. Why Programa Stands Out from Other FF&E Interior Design Software
  10. The Future of Interior Design with Programa
  11. Simplify Your FF&E Selection Process
  12. Effortless Updates and Revisions
  13. Collaboration Made Easy
  14. Optimized Finishes Schedule Management
  15. The Future Of FF&E With Programa
  16. Interior Design Software For Professional Interior Designers
  17. Discover the Versatility of Artedomus Products
  18. Why Designers Love Artedomus
  19. Programa Invoices
  20. Why These Events Matter More Than Ever
  21. Where Innovation Meets Implementation In The States
  22. European Design Destinations: Where Dreams Take Shape
  23. Maximizing Your Event Experience
  24. Making It All Work Together
  25. Interior Design Approvals and Client Communication
    1. Welcome Back!
    2. 06 January 2025
    3. It's that time of year!
    4. 19 December 2024
    5. 17 December 2024
    6. 10 December 2024
    7. 09 December 2024
    8. 03 December 2024
    9. 28 November 2024
    10. 27 November 2024
    11. 26 November 2024
    12. 20 November 2024
    13. 19 November 2024
    14. 13 November 2024
    15. 08 November 2024
    16. 31 October 2024
    17. 30 October 2024
    18. 29 October 2024
    19. 24 October 2024
    20. 23 October 2024
    21. 22 October 2024
    22. 17 October 2024
    23. 15 October 2024
    24. 11 October 2024
    25. 10 October 2024
    26. 07 October 2024
    27. 03 October 2024
    28. 02 October 2024
    29. 13 September 2024
    30. 11 September 2024
    31. 06 September 2024
    32. 05 September 2024
    33. 02 September 2024
    34. 30 August 2024
    35. 27 August 2024
    36. 22 August 2024
    37. 21 August 2024
    38. 20 August 2024
    39. 19 August 2024
    40. 16 August 2024
    41. 15 August 2024
    42. 14 August 2024
    43. 12 August 2024
    44. 13 August 2024
    45. 07 August 2024
    46. 08 August 2024
    47. 09 August 2024
    48. 05 August 2024
    49. 01 August 2024
    50. 31 July 2024
    51. 30 July 2024
    52. 29 July 2024
    53. 26 July 2024
    54. 23 July 2024
    55. 18 July 2024
    56. 12 July 2024
    57. 09 July 2024
    58. 05 July 2024
    59. 04 July 2024
    60. 02 July 2024
    61. 01 July 2024
    62. 26 June 2024
    63. 19 June 2024
    64. 18 June 2024
    65. 17 June 2024
    66. 13 June 2024
    67. 07 June 2024
    68. 06 June 2024
    69. 04 June 2024
    70. 30 May 2024
    71. 27 May 2024
    72. 24 May 2024
    73. 23 May 2024
    74. 16 May 2024
    75. 14 May 2024
    76. 09 May 2024
    77. 03 May 2024
    78. 02 May 2024
    79. 29 April 2024
    80. 24 April 2024
    81. 22 April 2024
  26. April 16 2024
  27. 15 April 2024
  28. Other updates
  29. 11 April 2024
  30. <strong>09 April 2024</strong>
  31. Streamlining the A&D industry – it’s about time.
  32. Recognized for Excellence in Design Software.
    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. We interviewed Associates Callie van der Merwe, Calvin Janse van Vuuren & Roberto Zambri from COOOP, powered by Design Partnership about their latest project, The Meat & Wine Co.
  33. <strong>Principles for when you use the Services</strong>
  34. <strong>Implications for violating the User Guidelines</strong>
  35. <strong>Dangerous Content</strong>
  36. <strong>Deceptive Content</strong>
  37. <strong>Sensitive Content</strong>
  38. <strong>Illegal Content</strong>
    1. Why we have User Guidelines
    2. User Guidelines for what is strictly prohibited
    3. Rules for user-generated content
    4. How can I report an issue or get support?
    5. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
    6. User-friendly Interface and Tools for Seamless Project Management
    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. 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
    10. <strong>Contact Support</strong>
      1. Information about how Programa uses Cookies
      2. What are cookies?
      3. How do we use cookies?
      4. Strictly Necessary Cookies
      5. Optional Cookies
      6. Options for managing cookies and interest-based ads
      7. Updates to this Policy
      8. How to contact us
      9. 1. Definitions
      10. 2. Details of Processing
      11. 3. European Union and United Kingdom
      12. 4. US Users / Consumers
      13. 5. General
      14. Appendix 1: Details of Processing
      15. Information about the Programa In App Payment Services
      16. <br />The Programa Payments Service
      17. Getting a Payments Services Account
      18. Processing Card Transactions and Receiving Your Funds
      19. <strong>Termination and Other General Legal Terms</strong>
      20. A comprehensive look into Dean Dyson's mission, culture, and integration of Programa for efficient project management and client communication.
    11. Studio WIP
    12. What else is new?
    13. What’s coming in February?
  39. 16 April 2024
    1. Take Full Control of Client Access with Ease
    2. View and Manage Access
    3. Client Overview & Quick Access Controls
    4. File-Specific Filtering
    5. Benefits of the Update
    6. Programa and ASID empower interior designers with cutting-edge project management tools
  40. Enhancing the Design Process with Programa and ASID
  41. Exclusive Webinar for ASID Members
  42. Key Benefits of the Programa and ASID Partnership
    1. About Programa
    2. About the American Society of Interior Designers (ASID)
    3. Take advantage of the Programa and ASID Partnership now
    4. Board View:
    5. List View:
    6. Timeline View:
    7. Seamless Integration for Holistic Project Management
    8. Interior Design & Architecture Software For Professional Interior Designers & Architects
      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
  43. The Future Of Sales And Marketing For A&D Brands
    1. What Sets Programa Apart?
  44. What’s In Trade Portal 2.0?
    1. A Sleek New Interface
    2. Smart Search
    3. Collections Showcase Your Best
    4. Smart Recommendations
    5. What's Unique For Brands?
      1. Support
    6. Task Management: Keeping Every Detail in Check
    7. Phases: Breaking Down Your Projects
    8. Combining Studio & Task Management for Optimal Workflow
    9. Getting Started: Setting Up Your Tasks & Phases
    10. Bringing it all together.
    11. Goodbye Fragmented Financial Management
    12. Build Connected and Efficient Processes<br />
    13. Meet The Programa x QuickBooks Integration<br />
      1. Getting Started with Shared Invoices
      2. Real-World Applications for Designers and Architects
      3. Key Benefits of the Shared Invoices Update
      4. We interviewed Director Darren Genner, who shared insights into how Studio Minosa leveraged our platform to optimise their design and documentation process for the award-winning "Terracotta Apartment" project in Alexandria, Sydney.
    14. What is Transparency?
      1. 1. Design Fees
      2. 2. Margins on Product
      3. 3. Managing Budgets and Timelines
    15. What are the benefits?
    16. Getting Started
    17. The Issue - Complex Tax Handling<br />
    18. The Solution - Streamlined Tax Tool
    19. The Result - Enhanced Clarity and Compliance<br />
    20. The Issue
    21. The Solution
    22. The Result
    23. Client Portal
    24. Client Communication
    25. Rebranding
    26. Client Testimonial
    27. Software Solution
    28. Schedules: Organized and Up-to-Date Project Tracking
      1. Benefits:
    29. Pinboards: Visual Inspiration and Design Curation
    30. Canva Sharing: Collaborative and Seamless Presentation Integration
    31. Invoices: Simplified Financial Management and Transparency
    32. Client Dashboard Controls: Complete Access Management at Your Fingertips
      1. How the Client Dashboard Transforms Your Workflow
      2. How Does the Programa x QuickBooks Integration Work?
      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:
    33. Challenges Faced by Designers in Procurement
    34. How designers can use Procurement Hub
    35. Built by and for designers
    36. Addressing the Need for Flexible Project Management in a Global Context
    37. Key Benefits:
      1. Features
      2. Integrations & Sharing
      3. Upgrades
    38. Why Invest in a Design Process?
    39. Crafting Your Unique Process
    40. Unlock Your Potential with The Design Coach
    41. Product Approvals are engineered to streamline designer-client collaboration.
    42. Main Benefits Of Product Approvals
    43. Creating & Submitting Approval Requests
    44. Client Approval Process
    45. Tracking Approval Statuses and Feedback
    46. The Shortcomings of Conventional Tools for Interior Designers
    47. Breaking Away from Tradition with Programa
    48. From FF&E to beautiful client comms with Programa.
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.