Intra-governmental Transactions

Working Group (ITWG)

March 14, 2023
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Today’s Agenda• Tentative ITWG Schedule• Program Updates• Release 5.1 • What’s Next• Treasury SSO Accounts• Office Hours• Survey Questions
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Tentative ITWG Schedule

 Jan 10 – Program Updates, R5.0, R5.0 Live Demo, R5.1 Work Underway, 

Orders/Performance Data Cleanse, Production Statistics, Proposed Chang& Scorecard Metric, 2023 User Recertification, Treasury SSO Accounts, OQuestions, Reference Materials

 Feb 14 – Program Updates, R5.1, Post-Mandate Enhancement Timeline, W

R5.1, G-Invoicing Release Roadmap, Treasury SSO Accounts, TSC, Office Results

 March 14 – Program Updates, Release 5.1, What’s Next, Treasury SSO A

Hours, Survey Questions

Planned Dates: April 11, May 9, June 13Future Topics:• Post-mandate enhancements

2:00 -3
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Program Updates• Q2 FY23 Implementation Plans are due to Treasury by Marc

‒ These submissions will be reflected on your Q2 Scorecard‒ Please ensure that the correct Agency G-Invoicing POCs are captured 

Attachment A submissions

‒ Reminder: Pull templates from G-Invoicing webpage each quarter to e

submitting the most up-to-date versions

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

• G-Invoicing R5.0 successfully deployed to Production (Feb 

(Feb 24th) 

‒ Delivered 7600EZ, Constructive Order Acceptance Phase I of II (turned 

Upload, Date & Time Standardization (ET), Advance PPQ, Improved UPerformance, Item Code Validation (UI Only)
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Program Updates Continued• TFM Bulletin 2023-05 expected in late March

‒ Delay the removal of Buy/Sell Transaction Sub-Category data element 

October 2025 (UI and Bulk File)

‒ Update to the Q2 FY23 G-Invoicing IGT Scorecard Metric 

• Removes the agency compliance determination (Fully/Partially/Non-Comp• Eliminates the stoplight color ratings (Green/Yellow/Red)• Display three G-Invoicing Progress percentages (Overall, Inter-departmen

departmental)

‒ Clarifying the use of Constructive Order Acceptance

• Not changing the current Buyer Initiated Order (BIO) or Seller Facilitated O• Limited to GSA Rent Activity only• Additional conversations need to be held with agencies to determine if it w

broadly in the future
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Program Updates Continued• G-Invoicing Webpage Updates 

‒ Updated System Interface Specifications and FIDS sections on our Da

on 03/07/23 to reflect 5.0 (current release) and 5.1 (next release)

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

‒ System Interface Specifications

• New GT&C/Orders/Performance - Pull XML file (Current Release)• Relocated 7600EZ Pull & Push files - no updates (Current Release)• New GT&C/Orders/Performance - Pull JSON file (Next Release)• New Orders/Performance/7600EZ - Push JSON file (Next Release)

‒ Federal Intragovernmental Data Standards (FIDS)

• New GT&C file (Current Release)• New 7600EZ file (Current Release)• New Orders file (Next Release)• New Performance file (Next Release)
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Program Updates Continued• G-Invoicing Webpage Updates Continued

‒ Also updated System Mapping & Validation Rules and JSON Service s

Standards page on 03/07/23 to reflect 5.0 (current release) and 5.1 (ne

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

‒ System Mapping & Validation Rules (SM & VR)

• New Orders file (Next Release)

‒ JSON Service

• New OpenAPI | Swagger Editor Instructions file• New 7600EZ file (Current Release)• New Order/Performance file (Next Release)

‒ G-Invoicing Roadmap updated on 02/14/23

• https://www.fiscal.treasury.gov/g-invoice/resources.html#timelines
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Program Updates Continued• G-Invoicing Webpage Updates Continued

‒ Order Upload File Template on our Data Standards page was updated 

• Two files available, one for R5.0 and one for R5.1• Updates for the R5.1 file include making Requesting Object Class Code re

business rules around reference data (Business Unit, Cost Center and Deto Bona Fide Need and Additional Accounting Classification

• https://www.fiscal.treasury.gov/g-invoice/resources.html#learnmore

‒ Located under the Additional Information section 

‒ New Training Offerings added for In-Flight 

Order Webinars

• Specifically tailored toward IFO Mandate• https://fiscal.treasury.gov/training/g-invoicingin-flight-orders-user-training-webinar.html
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Program Updates Continued• G-Invoicing Webpage Updates Continued

‒ Training videos/materials updated on 03/06/23

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

1) Office Hours - IFO2) Office Hours - 7600EZ3) Office Hours - Feature Management4) G-Invoicing R5.0 Overview

• Updated/Refreshed videos include: 

1) Organization Groups: Administration Tasks2) Managing Users: Roles, Groups and Assigning Access3) G-Invoicing Integration

• Removal of the following videos: 

1) DoD G-Invoicing Performance Webinar2) G-Invoicing Overviews for Release 4.3, 4.4, 4.5 and 4.6

4) G-Invoicing Rep5) Performance Int6) Advance Perfor
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Release 5.1• Allow only printable ASCII characters on Orders and Performance

‒ Validation added to the UI on all Order & Performance free-form fields

‒ Validation added to the Order & Performance APIs‒ Cleanup effort on existing data

• New Order & Performance APIs to support JSON

‒ Supports all existing Order and Performance functionality ‒ Order enhancement: Constructive Order Acceptance (COA)

• Seller-Facilitated Order (SFO) that allows the Seller to provide all required Order fields on behalf of B• Order Approval will automatically process after 7 calendar days once an Order is moved to Shared w

Shared with Partner 2 (SP2) status 

• COA will be limited to GSA Rent activity only for R5.1

‒ Additional conversations need to be held to determine if it will be available more broadly

‒ Performance enhancement: Allows Advanced Previously Paid Quantities (PPQs) for In-flight Orders (IFO) 

• PSC API Validation will not be included in this release

‒ Will most likely be included in a patch release at some point following R5.1 (date TBD)

‒ More discussions needed to ensure that it’s released at a point that won’t impact agencies

• Copy Invoice functionality added for 7600EZ• R5.1 deployment targeted for May 2023
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• Enhanced Order Modification Capabilities

– Performance during an Order Modification

• Allow Performance to be reported while previously open Order is being modified• Currently, all Performance is stopped while an Order isn’t in an Open state

– Order Revert

• Allows Partner 1 to revert the Order back to its previously approved state when abandon

modification

• Eliminates the need to reapprove the Order to get it back to its previously approved state

– Bi-directional Order Modification

• Allow either trading partner to initiate an Order Modification• Currently, only Partner 1 may initiate Order Modifications

• Finish Strategic UI Reorganization Work

– Rearchitecting the G-Invoicing User Interface (UI) will accelerate time to market 

enhancements, ensure Accessibility compliance and improve consistency of the 

Experience

What’s Next
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Treasury Single Sign On (SSO) Acco• Users are strongly encouraged to link their PIV-I/CAC cards to their Treasury S

access G-Invoicing as soon as possible. 

• The Treasury Support Center continues to send reminder emails encouraging 

PIV-I/CAC cards in support of Executive Order 14028 - no enforcement date h

On May 12, 2021, Executive Order 14028 on Improving the Nation’s Cybersecurity was issued, requiring agencies to mee

provisions of the EO. Section 3 of the order states that within 180 days of the date of this order agencies shall adopt multi-factor a

extent consistent with Federal records laws and other applicable laws.

• Communication Update: The migration of Fiscal Accounting Applications to M

Authentication is scheduled to begin in 2023. Following the migration, multifacand you will no longer be able to authenticate your Single-Sign On account usID/Password. If you do not have a PIV-I/CAC card, additional information will be disseminated to users of each application regarding next steps.

• Instructions for linking your PIV-I or CAC can be found here• Select “Login with Your PIV” on the login page
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Office Hours

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

“open-mic” styled discussions

• Future Topics Include:

‒ Operational Support (March 7th)‒ Open Topic (March 21st)

‒ G-Inv/GTAS Reconciliation Reports (April 4th)

‒ Open Topic (April 18th)

‒ 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/ginvoicing-office-hours.html• Office Hours topics will 

now be listed next to the date/time on the 

Registration Page
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Survey Questions1. How can we improve the ITWG to make it more meaningful to a2. What topics would you like to be discussed in future ITWGs?3. Are there any new challenges/hurdles not already identified in y

implementation plans that we can help resolve?

*Link to Survey Questions: https://www.surveymonkey.com/r/DQLLRY7

• Please submit feedback by COB Friday, March 24th
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G-Invoicing Program Contacts

For IGT Program Management and Agency Outreach Support

Andy MorrisManager, Intragovernmental Transaction & Reconciliation Branch (ITRB)Bureau of the Fiscal Service – Fiscal AccountingAndrew.R.Morris@fiscal.treasury.govJeff BoardG-Invoicing Product Owner, ITRBBureau of the Fiscal Service – Fiscal AccountingJeffrey.Board@fiscal.treasury.govKeith JarboeIGT Agency Outreach, Engagement & OnboardingBureau of the Fiscal Service – Fiscal AccountingKeith.Jarboe@fiscal.treasury.gov

For Intragovernmental Transactions Working Group Information

IGT@fiscal.treasury.govhttps://www.fiscal.treasury.gov/g-invoice/

For G-Invoicing Application Support

GInvoicing@stls.frb.org1-877-440-9476
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Appendix• Proposed Changes to IPAC Timeline & Scorecard Metric (Slides • Post-Mandate Enhancement Timeline (Slide 19)• G-Invoicing Release Roadmap (Slide 20)• Connecting With Your Trading Partners (Slide 21)• Knowledge and Training Offerings (Slides 22 - 24)• Treasury Support Center (Slide 25)• Commonly Referenced Resources (Slide 26)• Reference Materials (Slide 27)
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Proposed Timeline and Steps Delay IPAC Control• October 2023 – The new IPAC data element becomes required for the Bulk File• Delays the removal of Buy/Sell option for both the IPAC User Interface and IPA

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 2

• Removal of 

Buy/Sell option both the IPAC UInterface and IPBulk File.
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Proposed Template and ApproachRemove Compliance Threshold from IGT Scorecard• Continues to measure G-Invoicing progress but removes the determination of F

Partially Compliant, or Non-Compliant.

• Removes the stoplight (green, yellow, and red) ratings.
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• The following enhancements are high priority following the mandate based on 

These enhancements will also require further ERP integration changes:

Post-Mandate Enhancement Timelin• Note: Fiscal Service will continue to collaborate with ERP Vendors on establis

ERP Development. 

Enhancement

G‐Invoicing

Development

Completed

Available in

Production

Release

Number

A

Imple

Date, 

**7600‐EZ (Low Dollar Purchases) *Q1 FY2023 Q2 FY2023 5.0 Q1 **Constructive Order Acceptance (GSA Rent) *Q2 FY2023 Q3 FY2023 5.1 Q1 

**Enhanced Order Modification Functionality *Q1 FY2024 Q2 FY2024 TBD In‐Flight Order Upload Tool for the UserInterface

*Q1 FY2023 Q2 FY2023 5.0 

*Targeted Dates for Development Completion. Deployment to Production is expected to occur the quarter 

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

Note: Specifications for each enhancement published Q2 FY2022.
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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 Release Roadmap

Q1

2022 2023 2024

G‐Invoicing Releases

G‐Invoicing Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

R4.4

(Enhancements) 

R4.5

(Post‐Mandate Phase One) 

R4.6/ R4.6.1  

R5.0 XR5.1 X

R(A) X

Agency Implementation 1 2

All timelines are tentative and based on known requirements as of January 2022

“X” denotes targeted quarter for deployment1 = Implementation date mandated for new orders with a performance period beginning October 1, 2022 or later.

2 = Implementation date mandated for all orders with a period of performance extending beyond September 30,

2023.

Calendar Year

R4.4 (03/03/2022) – GT&C Workflow OrgGroup, new Performance Reportigeneral enhancementsR4.5 (Release 06/30/2022) – Phase ocapabilities, plus infrastructure for Tr

readinessto use new features.

R4.6/R4.6.1 (Released 09/15/2022 & 

7600EZ capabilities, ATB

Summary Report, limited storage of n

application stability and performance 

R5.0 (Target 02/16/2023) – Post‐man

Order Upload and advanced Pre‐Paid 

Feature Management and Feature re

include improved date and time hand

Code) validation.R5.1 (Target Q2/2023) – Limit non‐pr

Performance tosupport Vendor integration, Construc

JSON APIs for Orders and Performanc

invoice functionalityR(A) (Tentative Target Q2/2024) – Fe

Modification, Enhanced GT&C Modifi

other post‐mandate features ‐ to be p
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Connecting With Your Trading Partne• Staying up to date on your Partners’ progress is key to your own success in tra

Buy/Sell activity to G-Invoicing

• Fiscal Service provides several utilities to facilitate effective communication wit

gain an understanding of their implementation approach and timeline 

• G-Invoicing’s OMB Max pag

related to each Agency’s Imincluding the following:

‒ Implementation Plans for Sig

Entities who receive IGT Sco

‒ Trading Partner Directory wh

status and transaction proceImplementation Entity

‒ Visit our OMB Max site to ac

https://community.max.gov/x
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Knowledge and Training Offerings

G-Invoicing Learning Opportunities• Our Agency Implementation Team hosts a variety of training options.• Independent Training Resources including pre-recorded G-Invoicing training 

videos are available through the G-Invoicing website: https://www.fiscal.treasury.gov/g-i
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Knowledge and Training Offerings Co

• Register for Webinar-based Training 

and access to On-Demand Financial 

Management Training Videos here: https://www.fiscal.treasury.gov/training/

• For your awareness, there a

Guides available within G-InHelp dropdown for you to re
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You’re Not Alone – We’re Here To HeAgency Implementation Team (AIT)• Education

‒ Business Process Walkthroughs‒ Application Demos‒ User Training

• Account Establishment• Enrollment Assistance• Production Support• Assistance with Agency-Led Implementation Team

Engagement | Outreach | Support
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Treasury Support Center (TSC)• The Treasury Support Center is able to manage and escalate all G-Invoicing requests/

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 box

are encouraging all G-Invoicing issues/requests to be escalated through the Treasury Semail 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 ti

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

‒ The Treasury Support Contact information can be found on the Fiscal Service website: https://www.fiscal.t

invoice/contact.html

‒ Agencies should refer to 

OMB Max 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 Loc

Trading Partner Directory Look up trading partner G‐Invoicing status and points of contact OMB Max https://community.maG‐Invoicing User Guide

General purpose resource for G‐Invoicing

resource. Includes detailed walk‐throughs for

using various application features

Within G‐Invoicing und

G‐Invoicing Administrator Guide

Resource for G‐Invoicing users with

administrator roles. Includes detailed walk‐

throughs for administrator only features

Within G‐Invoicing und

G‐Invoicing Self Paced Learning Videos Recorded demonstrations and walk‐throughs for G‐Invoicing features

In the Training section 

Invoicing page.G‐Invoicing: Training (t

G‐Invoicing Instructor Led Webinars

Instructor led webinars held weekly the

focuses on brokering documents in G‐

Invoicing and will include advanced features

post R5.0

Bureau of the Fiscal Se

(treasury.gov)

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

GInvoicing@stls.frb.or1‐877‐440‐9476

Available Monday thro

through 8:00pm (Easte

Commonly Referenced Resources
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Reference Materials

The Mandate• Mandated that all Federal Program Agencies (FPAs) who process IG

implement G-Invoicing https://tfm.fiscal.treasury.gov/v1/p2/c470.htm

• TFM Bulletin 2022-03 (Published December 14, 2021) – Defined the 

metrics for G-Invoicing Mandate Compliance https://tfm.fiscal.treasu

03.html

Program Guide• Provides guidance regarding proper accounting treatment for IGT Bu

through G-Invoicing https://www.fiscal.treasury.gov/ussgl/resources-

System Integration Guide• Details how FPAs may utilize automated data exchanges to commun

to/from G-Invoicing 

https://fiscal.treasury.gov/files/g-invoice/g-invoicing-system-integratio

Rules of Engagement• Outlines protocol for Trading Partner interaction in support of transiti

processes to G-Invoicing

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

OMB Max• Access to the Trading Partner Directory and Agency Implementation 

https://community.max.gov/display/CrossAgencyExternal/Bureau+of

Federal Intra-governmental Data Standards (FIDS)• Defines the data attributes and the system mapping & validation rule

standard which is implemented through G-Invoicing.https://fiscal.treasury.gov/g-invoice/resources.html#standards

Policy:TFM Chapter 4700 – Appendix 8Published:November 2022 (Updated Annually)Guidance:G-Invoicing Program Guide for Basic Accounting and ReportingPublished:August 2022G-Invoicing System Integration GuideRevised:March 2021G-Invoicing Rules of EngagementRevised:January 2022