A&A developed a UAT Testing Schedule for each bureau to establish clear testing windows. This schedule helps staff prioritize testing and provides agencies with predictable processing expectations.

Please allow adequate time for A&A to process transactions before reaching out. A&A staff are also learning the Florida PALM system while balancing day-to-day responsibilities and are not yet operating at the same output level as in FLAIR.

During UAT, please direct all communications to AcctAudUATSupport@MyFloridaCFO.com.

Please do not contact A&A staff directly regarding testing or test scenarios.

Because A&A follows a defined UAT schedule, there is no need to send email notifications that transactions are awaiting review.

• If an agency requires A&A support for specific testing activities, please email the request at least two weeks prior to the anticipated testing date so appropriate resources can be scheduled.

• Note: For A&A Florida PALM questions unrelated to UAT activities, send inquiries to AcctAudTransformationSupport@MyFloridaCFO.com.

To ensure transactions are processed timely, attach all required documentation for transactions routed to A&A for approval. If documentation is missing or insufficient, A&A may deny the transaction.

If the transaction is generated through an interface from an agency business system or a third-party site, please attach supporting documentation in Florida PALM for any transactions selected for A&A review.

Agencies are able to use workflow reports to confirm whether a transaction has been routed to A&A. Examples include:

APR014 – Voucher Workflow Status Report

• IUR009 – IU Pending Approval 

Consistent with current practices, agencies are expected to continue providing supporting documentation within Enterprise systems such as MFMP, STMS, and Works.

Please be mindful of sensitive data and ensure proper controls are in place to handle sensitive data within UAT.

Any confidential data within documentation must be redacted prior to the attachment being added into Florida PALM.

A&A is updating our forms to align with Florida PALM. The forms included in the UAT Forms below are for UAT purposes only. If a UAT-specific form is not available, please attach the current form used today to support the transaction.

Agencies are encouraged to use the Supplier Add or the Supplier Change Request functionality during UAT to add or update supplier information. Upon go-live, agencies and suppliers will use FLIPS (Florida Integrated Payee System) to add or modify normal supplier records.

Please note, confidential suppliers will be added and maintained in Florida PALM directly post go-live.

Florida PALM allows A&A to expand monitoring criteria to focus on activities that pose higher risk to the State. Workflow criteria have changed, and all necessary bureaus are now included in the approval process.

Agencies should monitor the APR014 – Voucher Workflow Status Report to identify vouchers routed to or denied by A&A.

For vouchers selected for A&A review:

Attach all supporting documentation, consistent with current practice.

Vouchers may be denied if documentation is missing or insufficient.

• If vouchers are denied, agencies should review the denial code and resubmit with the necessary corrections.

Note: To help our approvers practice voucher review in Florida PALM, A&A would appreciate agencies frequently checking the Audit Checkbox to route to our teams for review.

To ensure timely processing, include the Expenditure Refund form and all supporting documentation.

• For same‑day expenditure refund testing, contact AcctAudUATSupport@MyFloridaCFO.com at least one week in advance to ensure resource availability.

More information to come.

The IU Module will be used to record inter‑ and intra‑agency fund movements. Please attach the same supporting documentation required today.

If account values are not available that you feel should be, please email AcctAudTransformationSupport@MyFloridaCFO.com with additional information, including an explanation of why the account value is needed for the IU Transaction Subtype.

Agencies are expected to use the IU Module transactions, such as the Expenditure/Revenue or Encumbrance transaction subtypes, when making payment to another agency. If an agency has a need to pay another agency as a customer that cannot be completed through an IU transaction, please email a formal request, along with justification, to AcctAudTransformationSupport@MyFloridaCFO.com.

 To establish a new fund in Florida PALM UAT, please submit a Fund Questionnaire.

• The questionnaire must be completed using real data.
• All required supporting documentation must be attached.
• A&A will deny incomplete submissions.

 To establish new ChartField values for use in Florida PALM UAT, please submit a COA Structure Request.

• Requests must include real data along with applicable support documentation.
• A Fund Questionnaire Form ID must be provided with a COA Structure Requests for a Fund ChartField value.
• A&A will deny incomplete submissions.

• If assistance with budget journals is needed, please reach out to AcctAudUATSupport@MyFloridaCFO.com.

If a budget override request is needed, a Budget Override Request Form must be submitted within Florida PALM with real data and necessary supporting documentation.

Agencies must also attach all supporting documentation to the transaction that needs to be overridden.

More information to come.

Customer Refunds can be processed through one of the three options. These options are described available to agencies as available on the Florida PALM Knowledge Center.

Prior approval from A&A is required to use the API002 to issue single pay vouchers, including for refund accounts (621601 through 621612).

More information to come.

More information to come.

More information to come.

More information to come.

If additional guidance is needed that is not covered, please email your questions to AcctAudUATSupport@MyFloridaCFO.com.