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.
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Table of contents
  1. The End of Creative Interruption
  2. Where Inspiration Meets Intelligence
  3. The Dawn of SmartSpec: Your Creative Companion
    1. Creativity Amplified
    2. Beyond Documentation: The Future of Design Workflow
    3. Your Practice, Transformed
    4. Join the Creative Revolution
    5. The Future is Here
    6. Experience the Transformation
    7. We interviewed Associates Callie van der Merwe, Calvin Janse van Vuuren & Roberto Zambri from COOOP, about their latest project, the Vogue Cafe.
    8. The Range
    9. Installation
    10. Service
    11. Support
  4. 11 April 2024
    1. Highlight
    2. Other fixes
    3. 09 April 2024
    4. 28 March 2024
    5. 22 March 2024
    6. Streamlining Complexities and Enhancing Collaboration
    7. Managing Multiple Projects with Conflicting Deadlines and Resourcing Needs
    8. Communicating with Clients, Contractors, and Suppliers
    9. Sourcing Materials and Products
    10. Resolving Conflicts and Addressing Challenges
    11. Streamlining Project Management with Programa’s Studio WIP: A Cross-Project Management Solution
    12. Enhancing Communication and Collaboration with Programa’s Client Dashboard
    13. Leveraging Programa’s Cloud-Based Specifications for Efficient Material and Product Sourcing
    14. Take Control of Your Studio Today
    15. Register to join our highly requested webinar On February 27th
    16. What To Expect In The Session
      1. Why Your Studio Will Benefit?
      2. Reserve Your Spot
      3. Design For Behaviour
    17. Programa and ASID empower interior designers with cutting-edge project management tools
  5. Enhancing the Design Process with Programa and ASID
  6. Exclusive Webinar for ASID Members
  7. 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. 26 June 2024
    5. 19 June 2024
    6. 18 June 2024
    7. 17 June 2024
    8. What is FF&E in Interior Design?
    9. Why is FF&E Management Crucial?
    10. How Programa is Changing the FF&E Interior Design Software Game
    11. Why Programa Stands Out from Other FF&E Interior Design Software
    12. The Future of Interior Design with Programa
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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.