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 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 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 will support roles and responsibilities of SAMs in managing security access for Florida PALM agency end users.  Training topics for this Program include:  An overview of security access with Florida PALM, How to create an end user profile, How to add and remove roles for an end user; including how to inactivate an end user profile (e.g., when a user no longer requires Florida PALM access), How to review access by user, including if Separation of Duty (SOD) conflicts exist.

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 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.  

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.

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.