Supports roles and responsibilities of SAMs in managing security access for Florida PALM agency end users.  

This webinar offers agency personnel the opportunity to ask questions on how to work within the Florida Planning Accounting Ledger system.  It introduces the screens, fields, and functions shown in the system. 

This training is designed to provide a general overview of Governmental Accounting, the use of Fund Accounting, as well as introducing general accounting concepts that are used by the State of Florida throughout our financial operations and reporting.

This training provides principles and guidelines for the month-end closing process, including trial balance, expenditure reconciliation, deposits, transfers, disinvestments, property, payroll, reporting, and the process to close the month in FLAIR. This training supports the Month-End Close checklist.

This training program provides process steps associated with treasury management transactions within Florida PALM to include submitting the Treasury Correspondence Form.  

This training program provides process steps associated with cash management transactions within Florida PALM to include submitting and processing the CRA Payment Cancellation Form.

This training program provides a series of overviews to facilitate end user activities and support in the transition to Florida PALM. Each course provides information on key topics such as system navigation and business process grouping, including key terms and concepts. 

This training program provides process steps associated with treasury management transactions within Florida PALM to include submitting the Treasury Correspondence Form, managing reconciliation exceptions, managing book to bank balances and closing a cash management period.  

This training program provides process steps associated with treasury management transactions within Florida PALM to include managing reconciliation exceptions, managing book to bank balances, and closing a cash management period.  

This training program provides process steps associated with accounts management and financial reporting within Florida PALM to include adding and modifying a Statewide Chart Field value, adding and inactivating a Fund, and maintaining Trees.  

This training program provides process steps associated with treasury management transactions within Florida PALM to include submitting the Treasury Correspondence Form. 

This training program provides process steps associated with cash management transactions within Florida PALM to include submitting and processing the CRA Payment Cancellation Form.  

This training program provides process steps associated with accounts receivable transactions within Florida PALM to include updating a direct journal deposit and reviewing ACH Notification of Change data.  

This training program provides a series of overviews to facilitate end user activities and support in the transition to Florida PALM. Each course provides information on key topics such as system navigation and business process grouping, including key terms and concepts. 

This training program provides a series of overviews to facilitate end user activities and support in the transition to Florida PALM. Each course provides information on key topics such as system navigation and business process grouping, including key terms and concepts. 

This recording provides information on double-entry accounting, debits, and credits in processing business events.

This recording gives agency personnel an overview of information for the FLAIR Reporting tools like Managed Reporting Environment (MRE), Reports Distribution System (RDS) and Web Focus. Participants are requested to review this presentation prior to attending a Statewide Reporting Office Hours session.

This recorded module is designed to provide a general overview of the current accounting structure of the State of Florida and a general overview of the reconciliation process. This training will cover the overview of how to approach and handle corrections that might be needed in the reconciliation process.

This training is an overview of FLAIR data codes. It is a high level outline of the importance of data codes in accounting records and FLAIR management. 

This online training will help users understand the expenditure object code list and select object codes for use in accounting transactions.

This course is a self paced online training to demonstrate the components of the FLAIR Account Code.

This course introduces governmental accounting and FLAIR concepts. It presents a high-level overview of the history, FLAIR Master Data codes, Expansion Options, Title Files, FLAIR budgeting, Vendor Records, and the Annual Comprehensive Financial Report (ACFR). Students will become acquainted with accounting terminology and complete activities to enhance their learning experience. 

The Florida PALM Chart of Account is pivotal in journal entry because it tells the story of what occurred with the business activity. This training gives the foundational basis of the state’s accounting system and how the Chart of Accounts will transform from FLAIR to Florida PALM. This on-demand training allows you to explore the importance of the Chart of Accounts. We demonstrate the ChartField values and allow you to enter the values in the appropriate fields within the journal.  The training concludes with some knowledge checks to reinforce your learning.

This training is an overview on the importance of data management and how to establish best practices to maintain valid FLAIR data.

This training program provides process steps associated with cash management transactions within Florida PALM to include creating and approving a disinvestment journal, using a spreadsheet journal upload and reviewing and resolving invested balance checking errors. 

This training program provides process steps associated with cash management transactions within Florida PALM to include creating and approving a disinvestment journal, using the spreadsheet journal upload, and reviewing and resolving invested balance checking errors. 

This training program provides process steps associated with treasury management transactions within Florida PALM to include submitting the Treasury Correspondence Form. 

This course helps new users learn how to use FLAIR functions and navigate within the FLAIR system.

This On-Demand training covers processing interest penalties generated when payments are not processed in accordance with Florida Statutes 215.422.

This training program provides a series of overviews to facilitate end user activities and support in the transition to Florida PALM. Each course provides information on key topics such as system navigation and business process grouping, including key terms and concepts. 

This training program provides process steps associated with accounts management and financial reporting transactions within Florida PALM to include opening and closing periods.  

This training program provides process steps associated with accounts management and financial reporting transactions within Florida PALM to include opening and closing periods.  The associated topics found under “You May Also Like” provide background information to support overall knowledge and understanding of the CMS Wave and Solution functionality.

This program consist of four modules to help agency personnel staff better understand the payroll process. This training path is reserved for human resource staff that work with the payroll function.

This training is only available to agency employees who have or will be assigned access to add Statewide Vendor File records in FLAIR. The vendor file add access is managed by the Bureau of Vendor Relations (BVR) per policy. Recommended as a refresher for staff with Vendor Add access and their supervisors as well as new staff who require vendor add access.

This online training demonstrates how an Accountant will review and approve Purchasing Card charges in Works. This also include information that an Accountant needs to be aware of during the payment process.

This online training demonstrates how an Accountholder will review and approve a charge in Works.

This online training demonstrates how an Approver will review and approve Purchasing Card charges in Works.

This online training demonstrates how to add, view and remove documentation from a transaction in Works.

This online training provides guidance for Accountholders and Accountants who may need to divide a Purchasing Card charge into additional lines for accounting allocation.

This training demonstrates how to navigate through the features and options of the Works Purchasing Card application.

This training program provides process steps associated with treasury management transactions within Florida PALM to include requesting, selecting and approving a cash transfer between bank accounts.  

This training program provides process steps associated with treasury management transactions within Florida PALM to include requesting, selecting and approving cash transfers between bank accounts.  

This training program provides process steps associated with treasury management transactions within Florida PALM to include submitting and approving an EPS Request Form, submitting and approving a Banking Services Request Form and creating and maintaining bank accounts.  

This training program provides a series of overviews to facilitate end user activities and support in the transition to Florida PALM. Each course provides information on key topics such as system navigation and business process grouping, including key terms and concepts.

This training program provides process steps associated with accounts receivable transactions within Florida PALM to include creating and approving a direct journal deposit. 

This training program provides process steps associated with accounts receivable transactions within Florida PALM to include creating and approving a direct journal deposit.  The associated topics found under “You May Also Like” provide background information to support overall knowledge and understanding of the CMS Wave and Solution functionality.

This training program provides a series of overviews to facilitate end user activities and support in the transition to Florida PALM. Each course provides information on key topics such as system navigation and business process grouping, including key terms and concepts. 

This training program provides process steps associated with cash management transactions within Florida PALM to include creating and approving a disinvestment journal, using a spreadsheet journal upload and reviewing and resolving invested balance checking errors.   

This training program provides process steps associated with cash management transactions within Florida PALM to include creating and approving a disinvestment journal, using a spreadsheet journal upload, and reviewing and resolving invested balance checking errors.  Process steps for managing invested balances exceptions are also included.  

This training program provides process steps associated with treasury management transactions within Florida PALM to include requesting, selecting and approving a cash transfer between bank accounts.  

This training program provides process steps associated with cash management transactions within Florida PALM to include creating and approving a disinvestment journal, using a spreadsheet journal upload, and reviewing and resolving invested balance checking errors.  

This recorded session provides guidance to Agency Technical Contacts, who are designated to serve as the liaison between the agency and the Department of Financial Services regarding FTP accounts and interfacing with the Florida Accountability Contract Tracking System (FACTS). The workshop covers technical changes made to FACTS in preparation for Florida PALM implementation and necessary preparation for agencies, specifically when batching records to FACTS.

Statewide - For contract managers managing contracts/grants ranging from $35,000-$99,999.99. This training will cover contract mandates and best practices, monitoring requirements, payment and invoice requirements as well as the three major legally required elements per 287.058, F.S. and 215.971, F.S.

For non state employee managing contracts/grants ranging from $35,000-$99,999.99. This training will cover contract mandates and best practices, monitoring requirements, payment and invoice requirements as well as the three major legally required elements per 287.058, F.S. and 215.971, F.S.

This training is a workshop for participants to review the three legally required elements of a contract, evaluate potential risks, develop a monitoring tool and discuss ways to reduce fraud.  Participants must have completed either the Florida Certified Contract Manager (FCCM) or the Advancing Accountability training courses prior to attended this class.

This video discusses how to add and edit documents in FACTS.

Content in these workshops will be directed to Agency Technical Contacts, who are designated to serve as the liaison between the agency and the Department of Financial Services regarding FTP accounts and interfacing with FACTS. We will discuss technical changes made to FACTS in preparation for Florida PALM and necessary preparation for agencies, specifically when batching records to FACTS.

Objectives of this online training module include non state employee participants learning how to navigate through updated forms, how to make the determination of vendor vs recipient, and understanding the requirements for the compliance supplement per 215.97, F.S.

Objectives of this online training module include participants learning how to navigate through updated forms, how to make the determination of vendor vs recipient, and understanding the requirements for the compliance supplement per 215.97, F.S.

The workshop will provide updated information related to the preparation of the Annual Comprehensive Financial Report (ACFR) and is primarily for agency personnel involved in the preparation of financial information reported in the ACFR.

The webinar training supports the 2024 workshop and provides updated information related to the preparation of the Schedule of Expenditures of Federal Awards and Statewide Cost Allocation Plan.

This workshop will provide guidance for a State Agency's account receivables, bankruptcy, and debt collection program. It will also provide guidance for the Write-Off Process and the Annual F.S. 17.20 report due October 1st.

Recorded version of the Financial Reporting workshop which provided updated information for Workiva, GASB 87 and 96 Lite, overview of Governmental Accounting Standards Board Statements being implemented in FYE 2025 and FYE 2026, website updates and other information related to the preparation of the Annual Comprehensive Financial Report (ACFR).  This recorded training is primarily for agency personnel involved in the preparation of the financial information reported in the ACFR.  

 Provides basic navigation within Workiva. This is designed for staff working with Financial Statements.

Provides an overview of the forms used in Workiva and the data required to complete them.  This is designed for staff working with Financial Statements.

This training provides an overview of SWMA, how to gain access and post-closing adjustments.

Recording that supports the 24/25 Fiscal Year-End workshop covering a variety of topics including due dates and guidance for processing payments and deposits prior to fiscal year-end.

The workshop will cover a variety of topics including due dates and guidance for processing payments and deposits prior to fiscal year-end. Additional topics related to the dual-year period will be discussed including the Certified Forward process, New Account Code creation, asset depreciation, and more.

Provides instructions for completing the Florida Substitute Form W-9 using the vendor portal.