Intra-governmental Transactions

Working Group (ITWG)

November 14, 2023
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Today’s Agenda

• Tentative ITWG Schedule

• Program Updates

• G-Invoicing Roadmap

• 2024 Application User Recertification

• Release 7.0 (Formerly R6.1)

• Office Hours
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Tentative ITWG Schedule

Planned Dates: Dec 12, Jan 9, Feb 13 

Future Topics:

• Post-mandate enhancements

2:00 -3:30 pm ET

 September 12 – Program Updates, Release 6.0 Treasury SSO Migration to 

CAIA, New CAIA Login User Experience, G-Invoicing Fiscal Year End Reminder

 October 10 – No Meeting

 November 14 – Program Updates, G-Invoicing Roadmap, 2024 Application User 

Recertification, Release 7.0 (Formerly R6.1), Office Hours
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Program Updates

• Q1 FY24 Implementation Plans are due to Treasury by December 29th

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

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

‒ At a minimum, all agencies need to submit a new Attachment A

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

Attachment A submissions

‒ If agencies have any questions, please reach out to us at IGT@fiscal.treasury.gov

• FY24 TFM Chapter 4700 Publication

‒ Tentative Publication Date - November 16th

‒ TFM Bulletins 2023-05 & 2023-10 will be incorporated into Appendix 8

• https://tfm.fiscal.treasury.gov/v1/p2/c470
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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

‒ IPAC & G-Invoicing SOC 1 Report Bridge Letters for the period 07/01/2023 - 09/30/2023 are 

also available

‒ Agencies may request copies by emailing the IGT mailbox

• 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

• G-Invoicing Webpage updates

‒ G-Invoicing Roadmap document published on 11/01/2023

• Updated to reflect current position with our release schedule

• https://fiscal.treasury.gov/g-invoice/resources.html#timelines
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Additional releases will be added as planning occurs for future Program Increments. The following link can be used to 

reference the Services Quick Reference Guide for additional information regarding the versions of Application 

Program Interface (API), XML, specifications, Federal Intragovernmental Data Standards (FIDS) and System Mapping 

& Validation Rules (SM&VR) supported by each release.

G-Invoicing Roadmap

Q1

2023 2024

G-Invoicing Releases

G-Invoicing Q1 Q2 Q3 Q4 Q1 Q2

R5.0 

R5.1 

R5.1.1 

R5.2 

R6.0 

R6.0.1 

R7.0 X

R-TBD X

All timelines are tentative and based on known requirements as of November 2023

“X” denotes targeted quarter for deployment (development done).

Calendar Year R5.0 (02/16/2023) – Post-mandate functionality for 7600EZ 

capabilities, Order Upload and advanced Pre-Paid Performance

Quantity (PPQ) for IFO, and Feature Management and Feature reports.

Enhancements to the User Interface include improved date and time 

handling and Product Service Code (PSC - Item Code) validation.

R5.1 (05/182023) – Limit non-printable characters on Orders and 

Performance to support Vendor integration, Constructive Order 

Acceptance available through new JSON APIs for Orders and 

Performance, and 7600EZ copy invoice functionality

R5.1.1 (06/22/2023) – Multiple application defects were remediated 

and additional security enhancements for data-at-rest.

R5.2 (07/27/2023) – Enhanced Order Modification, Order Modification 

Revert and Performance while Order in Modification, and Product 

Service Code (Item Code) Validation.

R6.0 (09/14/2023) – Multi-Factor Login Enforcement; Common 

Approach to Identity Assurance (CAIA)

R6.0.1 (10/19/2023) – Defect remediation; APIs (non-printable 

characters & SFO mod), Print for rejected Orders, 

and Incorrect Notifications. Application performance and 

stability enhancements.

R7.0 (Target CYQ1 2024) – Bi-directional Order Modification, DLA 

7600EZ GT&C, User Interface enhancements for 508 compliance and 

user experience, application stability and performance improvements 

and other post-mandate features – to be prioritized.

R-TBD (Target CYQ2 2024) – Technical currency, security 

enhancements and defect remediation.
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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” (human-entity) is required to recertify the 

user’s access to G-Invoicing and verify their Role/Group assignments are appropriate. 

Note: BOTs cannot be assigned as a recertifying official.

• 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 and 

active in G-Invoicing.

• Recertification Schedule

‒ Week of Nov 13th - Review/confirm G-Invoicing “User Admins” 

(Recertifying Officials) assigned to user account

‒ Week of Nov 20th - Update “User Admins” in G-Invoicing, as needed

‒ Week of Nov 27th - G-Invoicing user data is pulled for recertification

‒ December - data is imported into the recertification tool/announcement 

sent to “User Admins”

‒ January 2024 (first week) - Recertification window opens

‒ February 2024 (first week) - Recertification window closes 

‒ February 2024 (second week) - Deprovisioning of users who were not 

recertified
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• Bi-directional Order Modification

– Allows either trading partner to initiate an Order Modification

– Currently, only Partner 1 may initiate Order Modifications

• DLA 7600EZ Feature/BizApp Available on the GT&C

– Only available for DLA and their trading partners ($10k transaction threshold removed)

– Supply Transactions (Orders placed via supply system or front-end ordering system for materiel 

or materiel related services)

• CAIA Enhancements

– Improved user error messaging (Sorry Page) for agency account self-enrollment requests

• Now provides Master Admin user contact information (name & email) for each agency account

– Prevent update of the First and Last Name

• Credentialing Service Provider (CSP) is the system of record for user data

Release 7.0 (Formerly R6.1)
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• Ongoing application load responsiveness/throughput improvements to external 

APIs

– Tuning the APIs to improve vendor integrations

• Technical framework update required to maintain technical currency

– Accessibility improvements (508 compliance)

– Updated UI framework

• Consistent UI styling across Fiscal Accounting applications

• Menu navigation improvements

– Updates will enhance security, allow for easier maintenance of the application and will provide 

a better overall user experience

• R7.0 Overview Webinar(s) will be offered - Date(s)/Time(s) are TBD

• R7.0 deployment planned for February/March 2024

Release 7.0 (Formerly R6.1) Continued
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Office Hours

• G-Invoicing Program conducts virtual Office Hours sessions twice monthly where we host targeted discussions 

as well as “open-mic” styled discussions.

• Future Topics Include:

‒ Open Topic (November 7th)

‒ Open Topic (November 21st)

‒ Open Topic (December 5th)

‒ Open Topic (January 9th)

‒ GSA Fleet as a Seller (TBD)

‒ Trading Partner Spotlight: Providing agencies a platform to discuss their G-Invoicing implementation approach with trading partners 

Note: If Agencies would like to volunteer for a Trading Partner Spotlight session, please reach out to IGT@fiscal.treasury.gov

• Register for Office Hours 

here: https://fiscal.treasury.gov/ 

training/g-invoicing-officehours.html
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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
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Appendix

• Known CAIA Challenges & Training Material (Slides 13 - 16)

• Post-Mandate Enhancement Timeline (Slide 17)

• IPAC Transaction Sub-Category Timeline (Slide 18)

• Connecting With Your Trading Partners (Slide 19)

• Knowledge and Training Offerings (Slides 20 - 21)

• Treasury Support Center (Slide 22)

• Commonly Referenced Resources (Slide 23)

• Reference Materials (Slide 24)
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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
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The following enhancements are high priority following the mandate based on Agency requests. 

These enhancements will also require further ERP integration changes:

Note: Fiscal Service will continue to collaborate with ERP Vendors in support of their development timelines.

* Both Trading Partners must enable Feature Flags to use this Functionality.

Enhancement

G-Invoicing 

Development 

Completed

Available in 

Production Release Number Agency Implementation Date, if Required

In-Flight Order Upload Tool for the User Interface Q1 FY2023 2/16/2023 5.0 N/A

* 7600EZ (Low Dollar Purchases) Q1 FY2023 2/16/2023 5.0 Q1 FY2024

* Constructive Order Acceptance (GSA Rent) Q2 FY2023 5/18/2023 5.1 Q1 FY2025

* Performance During an Order Modification Q3 FY2023 7/27/2023 5.2 TBD

* Order Revert Q3 FY2023 7/27/2023 5.2 TBD

Treasury Single Sign-On (SSO) Migration to CAIA Q3 FY2023 9/14/2023 6.0 9/14/2023

* Bi-directional Order Modification Q1 FY2024 Q2 FY2024 7.0 TBD

* Performance Amount Enhancement TBD TBD TBD TBD

Post-Mandate Enhancement Timeline
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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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Staying up to date on your Partners’ progress is key to your own success in transitioning your IGT Buy/Sell activity to 

G-Invoicing. Fiscal Service provides several utilities to facilitate effective communication with your Partners to gain an 

understanding of their implementation approach and timeline. 

Intra-governmental Transactions Working Group (ITWG)

• A monthly venue for FPAs to review, discuss and provide feedback on the requirements and functional/technical design of the GInvoicing solution, and related IGT Policy. Learn more here: https://www.fiscal.treasury.gov/g-invoice/

G-Invoicing Office Hours

• Bi-monthly sessions allow FPAs to engage with Treasury and their Trading Partners on a variety of G-Invoicing and IGT Buy/Sell 

topics. Agency-specific Office Hours allow FPAs to learn about specific implementation approaches being conducted by key Buy/Sell 

Partners. Register for office hours here: https://fiscal.treasury.gov/g-invoice/training.html

Training Webinars - Focus Groups - User-Centered Design – Self-Guided Learning

• To learn more about these options available to Trading Partners, and to receive direct engagement with our Agency Implementation

Team, contact us at IGT@fiscal.treasury.gov Or visit our website: https://www.fiscal.treasury.gov/g-invoice/

Agency Implementation Plans and Points of Contact

• G-Invoicing’s Max.gov page contains data related to each Agency’s Implementation Status including Implementation Plans for 

Significant Reporting Entities who receive IGT Scorecards and a Trading Partner Directory which displays enrollment status and 

transaction processing readiness by Implementation Entity. https://community.max.gov/x/szd0ZQ

Connecting With Your Trading Partners
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G-Invoicing Learning Opportunities

• Our Agency Implementation Team hosts a variety of training options.

• Our program conducts virtual Office Hours sessions twice monthly where we host targeted sessions focused on key topics, as well as “open-mic” styled 

discussions.

• Independent learning materials including videos, reference guides, and presentations are available through the G-Invoicing website: 

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

• Register for training, Office Hours, webinars, and access our independent training videos here: https://www.fiscal.treasury.gov/g-invoice/training.html

• Don’t see what you need? Ask your Agency Implementation Team Representative or contact the G-Invoicing Program Team by 

emailing: IGT@fiscal.treasury.gov

Knowledge and Training Offerings
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You’re Not Alone – We’re Here To Help

Agency Implementation Team (AIT)

• Education

‒ Business Process Walkthroughs

‒ Application Demos

‒ User Training

• Account Establishment

• Enrollment Assistance

• Production Support

• Assistance with Agency-Led Implementation Team

• Contact Email: STLS.Treasury.Ginv.AIT@stls.frb.org

Engagement | Outreach | Support
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Treasury Support Center (TSC)

• The Treasury Support Center can manage and escalate all G-Invoicing requests/issues to the 

appropriate support teams including the following:

‒ Enrolling in G-Invoicing

‒ Access Questions

‒ Resetting your Password

• Due to the large volume of agency requests/issues received through various email boxes and 

contacts, we are encouraging all G-Invoicing issues/requests to be escalated through the Treasury 

Support Center via email GInvoicing@stls.frb.org or via phone 1-877-440-9476. 

‒ This process will ensure all requests/issues are routed to the appropriate support staff and reviewed in a timely manner. If the

request/issue is of high urgency, please call the Treasury Support Center and request an immediate escalation.

‒ The Treasury Support Contact information can be found on the Fiscal Service website: https://www.fiscal.treasury.gov/ginvoice/contact.html

‒ Agencies should refer to 

Max.gov if they need help 

identifying their Master/User 

Admins

‒ G-Invoicing features & functionality

‒ G-Invoicing application errors & issues
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Resource Name Purpose Located?

Trading Partner Directory Look up trading partner G-Invoicing status and 

points of contact

Max.gov 

https://community.max.gov/x/szd0ZQ

G-Invoicing User Guide

General purpose resource for G-Invoicing 

resource. Includes detailed walk-throughs for 

using various application features

Within G-Invoicing under the “Help Menu”

G-Invoicing Administrator Guide

Resource for G-Invoicing users with 

administrator roles. Includes detailed walkthroughs for administrator only features Within G-Invoicing under the “Help Menu” 

G-Invoicing Self Paced Learning Videos Recorded demonstrations and walk-throughs 

for G-Invoicing features

In the Training section of the Fiscal Service GInvoicing page. 

G-Invoicing: Training (treasury.gov)

G-Invoicing Instructor Led Webinars

Instructor led webinars held weekly the 

focuses on brokering documents in GInvoicing and will include advanced features 

post R5.0

Bureau of the Fiscal Service - Training 

(treasury.gov)

Treasury Support Center Help Desk to assist with G-Invoicing issues

GInvoicing@stls.frb.org

1-877-440-9476 

Available Monday through Friday, 7:00am 

through 8:00pm (Eastern)

Commonly Referenced Resources
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Reference Materials

The Mandate

• Mandated that all Federal Program Agencies (FPAs) who process IGT Buy/Sell transactions must implement GInvoicing https://tfm.fiscal.treasury.gov/v1/p2/c470.html

• TFM Bulletin 2023-05 (March 23, 2023) Defined revised timeline for IPAC IGT Buy/Sell Subcategory Use, IGT 

Scorecard Updates, and Constructive Order Acceptance restrictions. https://tfm.fiscal.treasury.gov/v1/bull/23-05

• TFM Bulletin 2023-10 (July 27, 2023) Eliminated the In-Flight Orders Mandate 

https://tfm.fiscal.treasury.gov/v1/bull/23-10

Program Guide

• Provides guidance regarding proper accounting treatment for IGT Buy/Sell transactions processed through GInvoicing https://www.fiscal.treasury.gov/ussgl/resources-g-invoicing-program-guide.html

System Integration Guide

• Details how FPAs may utilize automated data exchanges to communicate IGT Buy/Sell activities to/from GInvoicing 

https://fiscal.treasury.gov/files/g-invoice/g-invoicing-system-integration-guidev1.1.pdf

Rules of Engagement

• Outlines protocol for Trading Partner interaction in support of transitioning IGT Buy/Sell business processes to 

G-Invoicing

https://www.fiscal.treasury.gov/files/g-invoice/g-invoicing-rules-of-engagement.pdf

Max.gov

• Access to the Trading Partner Directory and Agency Implementation Plans

https://community.max.gov/display/CrossAgencyExternal/Bureau+of+the+Fiscal+Service+G-Invoicing

Federal Intra-governmental Data Standards (FIDS)

• Defines the data attributes and the system mapping & validation rules for the new IGT Buy/Sell data standard 

which is implemented through G-Invoicing.

https://fiscal.treasury.gov/g-invoice/resources.html#standards

Policy: 

TFM Chapter 4700 – Appendix 8

Published:

November 2022 (Updated Annually)

Guidance: 

G-Invoicing Program Guide for 

Basic Accounting and Reporting

Revised:

August 2022

G-Invoicing System Integration

Guide

Revised:

May 2023

G-Invoicing Rules of Engagement

Revised:

July 2023