Intra-governmental Transactions

Working Group (ITWG)

October 10, 2023
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Known CAIA Challenges - URL

• Updating your bookmarks for G-Invoicing

‒ https://igt.fiscal.treasury.gov

If you use an ISIM SSO bookmark or a URL with a “www” in it you will be presented with 

error screens. 
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Known CAIA Challenges – Email Addresses

• Users were migrated to CAIA-SailPoint using the email address registered 

with ISIM to support a seamless transition to CAIA. It is critically 

important that users enter that same email address into CAIA to 

access G-Invoicing. 

• Users may contact their User Administrator(s) to look up their accounts in 

G-Invoicing to ensure they are using the correct email address.

• If users did not use their original email address (IE domain changed), users 

will need to follow steps to reprovision their account (training material here). 

• If users continue to have issues they may contact the TSC for assistance. 
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Known CAIA Challenges – Manager

• Users must set their manager in CAIA-SailPoint prior to requesting 

application roles. 

• Failure to do so will result in a request that cannot be routed for approval. 

• Review training video for procedures users must follow
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CAIA Training Material

• CAIA Onboarding Guide – caia-onboarding-guide.pdf (treasury.gov)

‒ Provides an overview of CAIA, changes to expect, and links to resources 

• G-Invoicing User Guides – Under the help menu of G-Invoicing

‒ Provides an overview of CAIA, changes to expect, and links to resources 

• CAIA User Overview Video – fiscal.treasury.gov/videos/g-invoice/caia-ginvoicing-user-access.mp4

‒ Recorded overview of CAIA, changes to expect, and links to resources 

• CAIA Admin Overview Video – fiscal.treasury.gov/videos/g-invoice/caia-ginvoicing-administration-2023.mp4

‒ Recorded overview of Admin tasks in CAIA

• Note: These videos are very detailed and should help users navigate 

through the entire provisioning process
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Program Updates

• Q4 FY23 Implementation Plans were due to Treasury by September 29th

‒ Thank you for your timely submissions!

‒ These submissions will be reflected on your Year-End (YE) Scorecard

‒ Q1 FY24 Implementation Plans are due by December 29th

‒ Please use newly revised Attachment A Template for Q1 FY24 submissions

• New Attachment A Template to be published in early October

‒ https://www.fiscal.treasury.gov/g-invoice/training.html

‒ Please ensure that the correct Agency G-Invoicing POCs are captured on your quarterly 

Attachment A submissions
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Program Updates Continued

• IPAC R25.0 successfully deployed to Production (Sept 12th) and QAC 

(Sept 22nd)

‒ Completed Treasury Single Sign-On (SSO) Migration to CAIA

• G-Invoicing R6.0 successfully deployed to Production (Sept 14th) and QAC 

(Sept 26th)

‒ Completed Treasury Single Sign-On (SSO) Migration to CAIA

• TFM Chapter 4700 updates underway for FY24

‒ Agencies can expect to see a TFM Chapter 4700 publication in November (FY 2024)

• Business Enhancement Requests for G-Invoicing

‒ In response to CFO Council Feedback, enhancement requests for G-Invoicing will be limited 

while agencies continue efforts to successfully onboard G-Invoicing
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Program Updates Continued

• SSAE-18 Update

‒ IPAC & G-Invoicing SOC 1 Reports for the period 07/01/2022 - 06/30/2023 are now available

‒ Agencies may request copies by emailing the IGT mailbox

• G-Invoicing Webpage updates

‒ Main G-Invoicing Page

• Updated the URL behind the G-Invoicing Login button following CAIA release

‒ https://www.fiscal.treasury.gov/g-invoice/

‒ G-Invoicing Frequently Asked Questions (FAQ) Pages

• https://www.fiscal.treasury.gov/g-invoice/faqs.html

• https://www.fiscal.treasury.gov/g-invoice/faqs-about-moving-to-g-Invoicing.html
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Program Updates Continued

• G-Invoicing Webpage updates continued

‒ Updated G-Invoicing webpage to reflect 6.0 as the Current Release Version

‒ System Interface Specifications

• Reorganized Files under Current Release Section (Files now grouped by JSON and XML)

• New Orders/Performance/7600EZ - Push (JSON) file (Current Release)

• Removed Next Release Section

‒ System Mapping & Validation Rules (SM & VR)

• Moved the Orders File to Current Release Section

• Removed Next Release Section

‒ JSON Services

• New GT&C Service v3_0 file (Current Release)

• New Order/Performance v3_0 file (Current Release)

• New Organization Service v1_0 file (Current Release)

• New Reference Service v1_0 file (Current Release)
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IPAC Program Updates

• IPAC Webpage updates

‒ Main IPAC Page

• Updated the URLs behind the IPAC Login button following CAIA release

• Added a new Login button for RITS

‒ https://fiscal.treasury.gov/ipac/

‒ Getting Started Page

• Removed information related to ISIM

• New IPAC Agency Approver Form published that is used to grant access

‒ https://fiscal.treasury.gov/ipac/getting-started.html

‒ Contact Us Page

• Updated the team information to reflect current Branch names (previously outdated)

• Modified the list of tasks that our Treasury Support Center agents can perform

‒ https://fiscal.treasury.gov/ipac/contact.html
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IPAC Transaction Sub-Category Timeline

TFM Bulletin 2023-05 provided updates to the IPAC Timeline

• October 2023 – The new IPAC data element becomes required for the Bulk File.

• Delayed the removal of Buy/Sell option for both the IPAC User Interface and IPAC Bulk File until 

October 2025 (Fiscal Year 2026).

December 2021

• New data element 

available as 

optional in IPAC.

October 2022

• New data element 

required in the 

IPAC User 

Interface, optional 

in IPAC Bulk File.

October 2023

• New data element 

required in IPAC 

Bulk File

October 2025

• Removal of 

Buy/Sell option for 

both the IPAC User 

Interface and IPAC 

Bulk File.
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2024 Application User Recertification

• Application User Recertification will kick off January 2024; this applies to all Treasury Applications including 

G-Invoicing.

• The G-Invoicing user’s “User Administrator” is required to recertify the user’s access to G-Invoicing and verify 

their Role/Group assignments are appropriate.

• All G-Invoicing “User Administrators” will be notified to recertify all users in their agency account. 

• ACTION: Verify all user’s “User Administrator” is accurate. 
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G-Invoicing Program Contacts

For IGT Program Management and Agency Outreach Support

Andy Morris

Manager, Intragovernmental Transaction & Reconciliation Branch (ITRB)

Bureau of the Fiscal Service – Fiscal Accounting

Andrew.R.Morris@fiscal.treasury.gov

Jeff Board

G-Invoicing Product Owner, ITRB

Bureau of the Fiscal Service – Fiscal Accounting

Jeffrey.Board@fiscal.treasury.gov

Keith Jarboe

IGT Agency Outreach, Engagement & Onboarding

Bureau of the Fiscal Service – Fiscal Accounting

Keith.Jarboe@fiscal.treasury.gov

Intra-governmental Transactions Working Group Information

IGT@fiscal.treasury.gov

https://www.fiscal.treasury.gov/g-invoice/

Treasury Support Center

GInvoicing@stls.frb.org

1-877-440-9476