The Florida PALM Solution Center is a team of experts dedicated to providing Florida PALM end user support. The Florida PALM Solution Center is available Monday through Friday, from 8:00 am to 5:00 pm EST, except on recognized holidays for the State of Florida.

The Florida PALM Solution Center phone number is 1-877-FLA-PALM (1-877-352-7256)

You may also contact the Florida PALM Solution Center by email at FLPALM_Solutions@myfloridacfo.com.

 

Access to Florida PALM is managed through your agency. Please contact your supervisor and Security Access Manager (SAM) for instructions regarding logon issues. A list of agency SAMs can be found on the End User Support Page.

If you have a system request, question, or experience issues in Florida PALM or the Sandbox, complete a Ticket Request Form detailing your issue or question prior to contacting the Florida PALM Solution Center. You can attach screenshots and other related information to assist the Solution Center with diagnosing your issue. This form must be completed prior to the Solution Center diagnosing and resolving requests for issues. The Ticket Request Form can be found on the End User Support page.

The list of ChartField values is available on the Chart of Accounts page in the COA Configuration Workbook. You can also click the Lookup button (magnifying glass) next to a ChartField to see available values. 

A report is available in Florida PALM that provides FLAIR values that correspond to Florida PALM values.

For the CMS Wave, Florida PALM configured Business Unit, Budget Entities, and Fund values according to the COA design. Category and Account values will be limited to only those needed to support the CMS Wave business processes.

Yes, when you click on the Look Up button (magnifying glass) next to a field, it will show available values. Note, only the first three hundred results display so you may need to use the search criteria to look for a specific value or refine the list of values.

Yes, submit a separate order form for each account. 

A Spreadsheet Journal Upload tool is available to enter and upload multiple journal entries to Florida PALM at the same time.

Yes, an approved or worked item is automatically removed from your worklist. You will still be able to search for and open the transaction.

No, transactions that require your approval will display in your worklist. End users will receive emails for transactions they submitted which have subsequently been deleted.

No, Disinvestments go through the General Ledger using a journal entry. This does not create a voucher.

Yes, the Totals Tab will indicate whether the Journal Status or Budget Status have been verified or if an error was returned. You can also click on the Error status for more information.

You can use Go to Journal Entry Page link on the Journal Overview screen to see fund details of the disinvestment.

Budgetary funds are Florida PALM fund values where appropriations will be loaded. Transactional funds are Florida PALM fund values where day-to-day business occurs and where cash balances may be stored. Budgetary fund values will be numeric while transactional fund values can contain both alpha and/or numeric characters.

A subfund is a transactional fund in Florida PALM and is intended to represent lower level funds. They were referred to as the subaccount in legacy CMS. Agencies can transfer between subfunds of the same “parent” fund in Florida PALM.

Florida PALM checks the invested cash balance for disinvestment transactions. Central FLAIR will continue to be the enterprise cash and budget control and maintain those balances until the Central Wave is replaced.

The “Edit Check” functionality confirms active COA values and validate COA combinations.

Learning programs have been created in the People First Learning Management System (LMS) for cash management functionality. They are organized by Florida PALM end user role. It is recommended you take Florida PALM training in the LMS based on your Florida PALM role(s). You can see the list of LMS trainings, listed by Florida PALM role, by viewing the CMS Wave Training Curriculum and Role to Course Matrix on the End User Support Page.

If you have specific questions about the training, contact your agency's Change Champion Network Training Liaison. A list of your agency's Change Champion Network members can be found in the End User Support Page. 

When you log into your People First Learning Management System (LMS) account, keyword search for 'PALM TECH' and you will see available Florida PALM training. Review Taking Florida PALM Training to understand how to access the People First LMS.

Agencies can request that accounts be created for their subcontractors to access Florida PALM training on the People First Learning Management System (LMS). Contact your Change Champion Network’s Training Liaison for assistance with requesting an account. A full list of your agency’s Change Champion Network members can be found on the End User Support Page.  

The Florida Planning, Accounting, and Ledger Management (PALM) Project is replacing the State of Florida’s current accounting and cash management systems with an integrated, enterprise financial management solution that will allow the State to organize, define, and standardize its financial management processes. 

The Project Vision is to implement a statewide accounting system that enforces standardization, acts as a scalable foundation to evolve as business needs change, and positions Florida for future innovation as it considers a true enterpsie-wide solution.

The Project's Solution goals include:

1. Reduce the State’s risk exposure by harnessing modern financial management technology built on the premises of scalability, flexibility, and maintainability;
2. Improve state and agency specific decision making by capturing a consistent and an expandable set of data;
3. Improve the State’s financial management capabilities to enable more accurate oversight of budget and cash demands today and in the future; and
4. Increase internal controls by enabling standardization and automation of business processes within and between DFS and agencies

A system that allows the State to organize, define, and standardize its financial management business processes and that complies with Sections 215.90-215.96, Florida Statutes.

In 2014, the Florida PALM Project was created with the goal of modernizing the state’s financial management processes and system. The Department of Financial Services established the Project Team. In July 2018, a contract was executed to design, build, and implement Florida PALM. The first implementation went live in July 2021 with cash management functionality. The next major implementation is currently underway. Learn more by viewing a brief overview of the Project's history.

Funding is appropriated each year and can be found in the General Appropriations Act released by the Legislature. Links to specific appropriations can be found on the Project’s Proviso page.

Florida PALM will replace the main components of the FLAIR subsystem (Central, Departmental, and Payroll) as well as the cash management and accounting management components of the CMS. Florida PALM will interface with all other FFMIS partners.

The State has procured Oracle^® PeopleSoft’s financial management software and Oracle Cloud-based infrastructure services.

Florida PALM has a single sign-on experience regardless of if you are assigned one or multiple roles within Florida PALM. Agencies will work with the Department of Financial Services (DFS) Division of Accounting and Auditing (A&A) to manage any Separation of Duties (SOD) conflicts by providing compensating controls documentation in advance.

You can access Florida PALM from the Project’s website. 

Florida PALM will be developed to support the identified points of data exchanges with agency business systems. The Project Team will help agencies understand Florida PALM functionality so they are able to design, build, and test Florida PALM interfaces to meet their unique needs. 

Agencies should expect to retire the business systems that will duplicate Florida PALM functionality. Agencies should work with their Legislative committee staff to confirm the future of their business systems, and if there is a related plan for retirement as a result of Florida PALM implementation. Visit Business Case page for more information. 

Florida PALM will comply with applicable federal, state, and other regulations and rules. Learn more about Florida PALM’s Data Management approach.  If you are aware of a Law or Rule that the Florida PALM Project has not accounted for, please contact the Project Team at FloridaPALM@myfloridacfo.com.

Business Requirements are specific items that describe the required functional and technical capabilities of Florida PALM. They specify what Florida PALM must do, not how it should do it.

There will be several changes to the Chart of Accounts structure (number of fields and lengths of fields) and values (numbering). The COA Design evolved and was refined through iterative and collaborative work with Department of Financial Services (DFS) Divisions and Offices, agencies, and enterprise partners. The COA Design establishes the statewide COA structure for all Waves and Phases. Learn more about the COA Design with the interactive learning tool found on the COA page of the Project’s website.

The Florida PALM Project is planned to be a multi-phase project. The first implementation was launched in July 2021. The next major implementation is scheduled to release January 2026. All agencies will transition to Florida PALM in 2026 for the remaining functionality. The full timeline is located on the Project Timeline page. 

 

The Project Team uses email subscription and the Florida PALM website as primary sources to share information. Agencies are encouraged to share information through their established Florida PALM Change Champion Network. Questions may be submitted to FloridaPALM@myfloridacfo.com at any time.

Cash management functions (requesting bank accounts, obtaining reports related to bank deposits and return items, communicating with Treasury, trust fund investing/disinvesting processes, and Consolidated Revolving Account (CRA) reporting), will be replaced by Florida PALM.

It is a stand-alone environment that looks and feels like the Florida PALM Production (live) environment. It mimics the Production environment so you can practice entering transactions and running queries and reports without impact to Florida PALM or your agency. Think of it as a practice environment.

Each Friday, the Sandbox will be refreshed, and all your practice transactions and queries will be erased and replaced with current data from the Production environment, so end users have updated Florida PALM data in the Sandbox. The Sandbox will be unavailable from 5:00 – 9:00 pm each Friday for the Sandbox refresh. Batch processing of interface files will not be used to support the Sandbox. New data will come in by way of refreshes from Production.

Accessing and using the Sandbox is easy. Current Florida PALM end users will: 

• Go to https://finsbx1.flpalm.myfloridacfo.gov
• Login using the same credentials as the Production environment
• Begin using in the system. Please note, end users will only be able to perform the functions they currently are assigned in the Production environment. 

You must be a current end user in Florida PALM. The Sandbox access mimics the Production environment access; therefore, access is given to those who hold a role in Florida PALM. End users are only able to access the functionality they have in the Production environment. Review the Florida PALM Access job aid to better understand how end user roles relate to system access.

You will automatically have access, no need to request Sandbox access. 

Currently, only CMS Wave end users have access to the Production environment. At this time, the Sandbox only mimics CMS Wave functionality and does not contain future system functionality. After the next Major Implementation in 2026, end users that hold a Florida PALM role will automatically have access to the sandbox. At that time also, the sandbox will reflect the 2026 implemented functionality.

No, your work in the Sandbox will not affect the Production environment. 

If you have a system request or experience issues in the Sandbox or the Production environments, the Ticket Request Form should be completed online prior to contacting the Florida PALM Solution Center. You can attach screenshots and other related information to assist the Solution Center with diagnosing your issue. This form must be completed prior to the Solution Center diagnosing and resolving requests for issues.  The Ticket Request Form can be found on the Florida PALM End User Support page.